IBTG vs TAGG

Comparison between ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG, ETF) and T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF).

5-Year PerformanceIBTG has outperformed TAGG, delivering a return of +0.9% compared to +0.2%

IBTG vs TAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTG(ETF)	TAGG(ETF)
Net Assets	$2.20B	$2.30B
Expense Ratio	0.07%	0.08%
Max Drawdown	15.61%	21.31%
Sharpe Ratio	0.01	-0.34
5Y Beta	-0.01	0.03
5Y Dividends CAGR	37.23%	N/A

Net Assets

IBTG

$2.20B

Winner

TAGG

$2.30B

Expense Ratio

Winner

IBTG

0.07%

TAGG

0.08%

Max Drawdown

Winner

IBTG

15.61%

TAGG

21.31%

Sharpe Ratio

Winner

IBTG

0.01

TAGG

-0.34

5Y Beta

Winner

IBTG

-0.01

TAGG

0.03

5Y Dividends CAGR

IBTG

37.23%

TAGG

N/A

IBTG vs TAGG - Historical Returns

Returns include dividend reinvestment.

Period	IBTG	TAGG
1 month	+0.32%	-0.30%
3 months	+0.91%	-0.33%
6 months	+1.71%	-0.60%
1 year	+3.85%	+2.51%
5 years(CAGR)	+0.85%	+0.20%
Max(CAGR)	+1.06%	+0.20%

Winner

IBTG

+0.32%

TAGG

-0.30%

Winner

IBTG

+0.91%

TAGG

-0.33%

Winner

IBTG

+1.71%

TAGG

-0.60%

Winner

IBTG

+3.85%

TAGG

+2.51%

5Y(CAGR)

Winner

IBTG

+0.85%

TAGG

+0.20%

Max(CAGR)

Winner

IBTG

+1.06%

TAGG

+0.20%

IBTG vs TAGG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBTG	TAGG
2026	+2.06%	+0.01%
2025	+4.54%	+7.35%
2024	+4.15%	+2.10%
2023	+4.13%	+5.30%
2022	-7.85%	-12.04%
2021	-3.06%	+0.01%
2020	+3.99%	N/A

IBTG vs TAGG Drawdown Comparison

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

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The current TAGG drawdown is -2.17%.

Rank	IBTG	TAGG
#1	-13.62% Aug 4, 2020 - Dec 18, 2025	-17.27% Nov 9, 2021 - Oct 16, 2025
#2	-2.79% Mar 9, 2020 - Mar 27, 2020	-3.19% Feb 27, 2026 - May 19, 2026
#3	-1.03% May 14, 2020 - Jun 26, 2020	-1.08% Oct 27, 2025 - Nov 26, 2025
#4	-0.76% Apr 3, 2020 - Apr 15, 2020	-1.01% Oct 1, 2021 - Nov 5, 2021
#5	-0.50% Apr 21, 2020 - May 7, 2020	-0.88% Nov 26, 2025 - Jan 14, 2026
#6	-0.34% May 7, 2020 - May 14, 2020	-0.62% Jan 14, 2026 - Feb 5, 2026
#7	-0.17% Jul 9, 2020 - Jul 21, 2020	-0.21% Nov 5, 2021 - Nov 9, 2021
#8	-0.15% Apr 15, 2020 - Apr 21, 2020	-0.19% Oct 22, 2025 - Oct 27, 2025
#9	-0.13% Jul 1, 2020 - Jul 9, 2020	-0.17% Feb 10, 2026 - Feb 12, 2026
#10	-0.11% Jul 24, 2020 - Jul 28, 2020	-0.15% Feb 17, 2026 - Feb 23, 2026
#11	-0.09% Mar 31, 2020 - Apr 3, 2020	-0.14% Feb 6, 2026 - Feb 10, 2026
#12	-0.04% Jun 5, 2026 - Jun 11, 2026	-0.07% Feb 23, 2026 - Feb 26, 2026
#13	-0.04% Dec 26, 2025 - Jan 2, 2026	-0.07% Oct 16, 2025 - Oct 20, 2025
#14	-0.04% Feb 9, 2026 - Feb 13, 2026	N/A
#15	-0.03% Feb 27, 2026 - Mar 6, 2026	N/A