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IBMQ vs HNDL

Comparison between ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ, ETF) and STRATEGY SHARES NASDAQ 7 HANDL(TM) INDEX ETF (HNDL, ETF).

5-Year PerformanceHNDL has outperformed IBMQ, delivering a return of +4.7% compared to +0.5%

IBMQ vs HNDL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBMQ
$644M
Winner
HNDL
$646M
Expense Ratio
Winner
IBMQ
0.18%
HNDL
0.95%
Max Drawdown
Winner
IBMQ
15.85%
HNDL
30.13%
Sharpe Ratio
IBMQ
-0.41
Winner
HNDL
1.31
5Y Beta
Winner
IBMQ
0.03
HNDL
0.54
5Y Dividends CAGR
Winner
IBMQ
14.79%
HNDL
-0.99%

IBMQ vs HNDL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBMQ
+0.36%
HNDL
+0.22%
3M
IBMQ
+0.22%
Winner
HNDL
+3.01%
6M
IBMQ
+1.07%
Winner
HNDL
+6.98%
1Y
IBMQ
+3.20%
Winner
HNDL
+14.66%
5Y(CAGR)
IBMQ
+0.46%
Winner
HNDL
+4.73%
10Y(CAGR)
IBMQ
N/A
HNDL
+5.63%
Max(CAGR)
IBMQ
+1.99%
Winner
HNDL
+5.63%

IBMQ vs HNDL - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearIBMQHNDL
2026+0.75%+5.88%
2025+3.96%+10.63%
2024+0.83%+11.14%
2023+3.77%+12.35%
2022-6.60%-19.19%
2021-0.23%+9.78%
2020+6.79%+11.74%
2019+5.39%+15.17%
2018N/A-5.88%

IBMQ vs HNDL Drawdown Comparison

The maximum drawdown for IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 88 trading sessions.

The maximum drawdown for HNDL was -23.69%, occurring on Oct 14, 2022. Recovery took 660 trading sessions.

The current IBMQ drawdown is -0.25%. The current HNDL drawdown is -1.23%.

RankIBMQHNDL
#1-15.85%
Mar 9, 2020 - Jul 14, 2020
-23.69%
Dec 30, 2021 - Aug 16, 2024
#2-11.60%
Feb 11, 2021 - Sep 4, 2025
-20.02%
Feb 19, 2020 - Jul 2, 2020
#3-2.44%
Aug 28, 2019 - Jan 14, 2020
-12.26%
Nov 29, 2024 - Jun 26, 2025
#4-1.87%
Aug 7, 2020 - Dec 10, 2020
-9.01%
Aug 29, 2018 - Mar 29, 2019
#5-1.13%
Feb 27, 2026 - Mar 24, 2026
-4.96%
Mar 2, 2026 - Apr 17, 2026
#6-0.87%
Sep 18, 2025 - Jan 5, 2026
-4.41%
Jan 23, 2018 - Aug 17, 2018
#7-0.56%
Jan 31, 2020 - Feb 20, 2020
-4.39%
Feb 11, 2021 - Apr 26, 2021
#8-0.40%
Jan 6, 2021 - Jan 27, 2021
-3.96%
Sep 2, 2020 - Nov 16, 2020
#9-0.38%
Aug 15, 2019 - Aug 28, 2019
-3.40%
Nov 9, 2021 - Dec 27, 2021
#10-0.26%
Jun 3, 2019 - Jun 18, 2019
-3.29%
Sep 2, 2021 - Oct 20, 2021
#11-0.26%
Feb 27, 2020 - Mar 6, 2020
-3.20%
Oct 16, 2024 - Nov 25, 2024
#12-0.23%
Aug 12, 2019 - Aug 14, 2019
-2.75%
Oct 27, 2025 - Jan 14, 2026
#13-0.22%
May 17, 2019 - May 23, 2019
-2.44%
May 7, 2021 - Jun 2, 2021
#14-0.20%
May 7, 2019 - May 9, 2019
-2.05%
Jul 23, 2019 - Sep 4, 2019
#15-0.19%
Jul 3, 2019 - Jul 9, 2019
-1.80%
Jun 4, 2026 - Jun 15, 2026

Correlation

Correlation between IBMQ and HNDL is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2018 - 2026)

IBMQ vs HNDL dividend yield comparison.

YearIBMQHNDL
20261.02%3.50%
20252.43%6.86%
20242.33%7.02%
20231.93%6.78%
20221.25%7.87%
20211.05%6.86%
20201.24%6.21%
20191.03%5.27%
20180.00%6.42%

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