IBTG vs SPYX

Comparison between ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF) and SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).

5-Year PerformanceSPYX has outperformed IBTG, delivering a return of +12.9% compared to +0.8%

IBTG vs SPYX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTG(ETF)	SPYX(ETF)
Net Assets	$2.30B	$2.30B
Expense Ratio	0.07%	0.20%
Max Drawdown	15.61%	33.23%
Sharpe Ratio	0.54	1.98
5Y Beta	-0.01	0.99
P/E Ratio	N/A	28.93
Forward P/E	N/A	22.38
5Y Dividends CAGR	42.17%	4.43%
5Y EPS CAGR	N/A	28.35%
Debt to Equity	N/A	37.28%
P/S Ratio	N/A	3.61
P/B Ratio	N/A	5.63

Net Assets

IBTG

$2.30B

SPYX

$2.30B

Expense Ratio

Winner

IBTG

0.07%

SPYX

0.20%

Max Drawdown

Winner

IBTG

15.61%

SPYX

33.23%

Sharpe Ratio

IBTG

0.54

Winner

SPYX

1.98

5Y Beta

Winner

IBTG

-0.01

SPYX

0.99

P/E Ratio

IBTG

N/A

SPYX

28.93

Forward P/E

IBTG

N/A

SPYX

22.38

5Y Dividends CAGR

Winner

IBTG

42.17%

SPYX

4.43%

5Y EPS CAGR

IBTG

N/A

SPYX

28.35%

Debt to Equity

IBTG

N/A

SPYX

37.28%

P/S Ratio

IBTG

N/A

SPYX

3.61

P/B Ratio

IBTG

N/A

SPYX

5.63

IBTG vs SPYX - Historical Returns

Returns include dividend reinvestment.

Period	IBTG	SPYX
1 month	+0.34%	+9.35%
3 months	+0.84%	+6.35%
6 months	+1.80%	+9.81%
1 year	+4.08%	+31.37%
5 years(CAGR)	+0.76%	+12.92%
10 years(CAGR)	N/A	+15.55%
Max(CAGR)	+0.97%	+14.69%

IBTG

+0.34%

Winner

SPYX

+9.35%

IBTG

+0.84%

Winner

SPYX

+6.35%

IBTG

+1.80%

Winner

SPYX

+9.81%

IBTG

+4.08%

Winner

SPYX

+31.37%

5Y(CAGR)

IBTG

+0.76%

Winner

SPYX

+12.92%

10Y(CAGR)

IBTG

N/A

SPYX

+15.55%

Max(CAGR)

IBTG

+0.97%

Winner

SPYX

+14.69%

IBTG vs SPYX - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IBTG	SPYX
2026	+1.21%	+7.60%
2025	+4.54%	+18.23%
2024	+4.15%	+26.04%
2023	+4.13%	+27.44%
2022	-7.85%	-19.97%
2021	-3.06%	+30.12%
2020	+3.99%	+18.84%
2019	N/A	+31.63%
2018	N/A	-4.86%
2017	N/A	+22.61%
2016	N/A	+12.60%
2015	N/A	-2.02%

IBTG vs SPYX Drawdown Comparison

The maximum drawdown for IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 1351 trading sessions.

The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

Rank	IBTG	SPYX
#1	-13.62% Aug 4, 2020 - Dec 18, 2025	-32.83% Feb 19, 2020 - Aug 6, 2020
#2	-2.79% Mar 9, 2020 - Mar 27, 2020	-26.15% Dec 29, 2021 - Dec 14, 2023
#3	-1.03% May 14, 2020 - Jun 26, 2020	-19.19% Sep 20, 2018 - Apr 12, 2019
#4	-0.76% Apr 3, 2020 - Apr 15, 2020	-18.74% Feb 19, 2025 - Jun 26, 2025
#5	-0.50% Apr 21, 2020 - May 7, 2020	-12.46% Dec 1, 2015 - Apr 19, 2016
#6	-0.34% May 7, 2020 - May 14, 2020	-9.84% Jan 12, 2026 - Apr 15, 2026
#7	-0.17% Jul 9, 2020 - Jul 21, 2020	-9.67% Jan 26, 2018 - Jul 25, 2018
#8	-0.15% Apr 15, 2020 - Apr 21, 2020	-9.55% Sep 2, 2020 - Nov 11, 2020
#9	-0.13% Jul 1, 2020 - Jul 9, 2020	-8.45% Jul 16, 2024 - Sep 19, 2024
#10	-0.11% Jul 24, 2020 - Jul 28, 2020	-7.14% May 3, 2019 - Jun 20, 2019
#11	-0.09% Mar 31, 2020 - Apr 3, 2020	-6.19% Jul 26, 2019 - Oct 21, 2019
#12	-0.04% Dec 26, 2025 - Jan 2, 2026	-5.71% Jun 8, 2016 - Jul 8, 2016
#13	-0.04% Feb 9, 2026 - Feb 13, 2026	-5.57% Sep 3, 2021 - Oct 25, 2021
#14	-0.03% Feb 27, 2026 - Mar 6, 2026	-5.44% Mar 28, 2024 - May 15, 2024
#15	-0.02% Feb 28, 2020 - Mar 3, 2020	-5.17% Oct 28, 2025 - Dec 11, 2025

Correlation

Correlation between IBTG and SPYX is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33

-101

Dividend Comparison (2015 - 2026)

IBTG vs SPYX dividend yield comparison.

Year	IBTG	SPYX
2026	1.29%	0.22%
2025	4.03%	0.91%
2024	4.08%	1.05%
2023	3.61%	1.21%
2022	2.06%	1.41%
2021	0.66%	1.04%
2020	0.53%	1.33%
2019	0.00%	1.56%
2018	0.00%	1.92%
2017	0.00%	1.68%
2016	0.00%	1.91%
2015	0.00%	0.16%