IBTH vs TSPA

Comparison between ISHARES IBONDS DEC 2027 TERM TREASURY ETF (IBTH, ETF) and T. ROWE PRICE U.S. EQUITY RESEARCH ETF (TSPA, ETF).

5-Year PerformanceTSPA has outperformed IBTH, delivering a return of +14.3% compared to +0.5%

IBTH vs TSPA - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	IBTH(ETF)	TSPA(ETF)
Net Assets	$2.10B	$2.10B
Expense Ratio	0.07%	0.34%
Max Drawdown	18.73%	24.72%
Sharpe Ratio	0.02	2.00
5Y Beta	-0.02	0.97
P/E Ratio	N/A	29.92
Forward P/E	N/A	22.50
PEG Ratio	N/A	0.59
5Y Dividends CAGR	43.04%	N/A
5Y EPS CAGR	N/A	28.25%
Debt to Equity	N/A	44.08%
P/S Ratio	N/A	3.64
P/B Ratio	N/A	5.41

Net Assets

IBTH

$2.10B

TSPA

$2.10B

Expense Ratio

Winner

IBTH

0.07%

TSPA

0.34%

Max Drawdown

Winner

IBTH

18.73%

TSPA

24.72%

Sharpe Ratio

IBTH

0.02

Winner

TSPA

2.00

5Y Beta

Winner

IBTH

-0.02

TSPA

0.97

P/E Ratio

IBTH

N/A

TSPA

29.92

Forward P/E

IBTH

N/A

TSPA

22.50

PEG Ratio

IBTH

N/A

TSPA

0.59

5Y Dividends CAGR

IBTH

43.04%

TSPA

N/A

5Y EPS CAGR

IBTH

N/A

TSPA

28.25%

Debt to Equity

IBTH

N/A

TSPA

44.08%

P/S Ratio

IBTH

N/A

TSPA

3.64

P/B Ratio

IBTH

N/A

TSPA

5.41

IBTH vs TSPA - Historical Returns

Returns include dividend reinvestment.

Period	IBTH	TSPA
1 month	+0.28%	+9.39%
3 months	+0.51%	+6.99%
6 months	+1.52%	+11.27%
1 year	+3.98%	+32.17%
5 years(CAGR)	+0.50%	+14.33%
Max(CAGR)	+0.62%	+14.33%

IBTH

+0.28%

Winner

TSPA

+9.39%

IBTH

+0.51%

Winner

TSPA

+6.99%

IBTH

+1.52%

Winner

TSPA

+11.27%

IBTH

+3.98%

Winner

TSPA

+32.17%

5Y(CAGR)

IBTH

+0.50%

Winner

TSPA

+14.33%

Max(CAGR)

IBTH

+0.62%

Winner

TSPA

+14.33%

IBTH vs TSPA - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBTH	TSPA
2026	+0.83%	+8.86%
2025	+5.34%	+16.49%
2024	+3.47%	+27.28%
2023	+4.12%	+30.41%
2022	-9.28%	-19.11%
2021	-3.46%	+13.72%
2020	+4.20%	N/A

IBTH vs TSPA Drawdown Comparison

The maximum drawdown for IBTH was -16.17%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for TSPA was -24.72%, occurring on Oct 12, 2022. Recovery took 478 trading sessions.

The current IBTH drawdown is -1.43%.

Rank	IBTH	TSPA
#1	-16.17% Aug 4, 2020 - Oct 20, 2022	-24.72% Dec 29, 2021 - Nov 22, 2023
#2	-3.13% Mar 9, 2020 - Mar 30, 2020	-19.04% Feb 19, 2025 - Jun 27, 2025
#3	-1.43% Apr 21, 2020 - Jul 9, 2020	-9.24% Jan 29, 2026 - Apr 14, 2026
#4	-0.88% Apr 1, 2020 - Apr 20, 2020	-8.90% Jul 16, 2024 - Sep 19, 2024
#5	-0.23% Jul 9, 2020 - Jul 15, 2020	-5.49% Mar 28, 2024 - May 14, 2024
#6	-0.19% Mar 3, 2020 - Mar 5, 2020	-5.40% Oct 29, 2025 - Dec 11, 2025
#7	-0.15% Jul 24, 2020 - Jul 28, 2020	-4.78% Aug 30, 2021 - Oct 19, 2021
#8	-0.06% Jul 15, 2020 - Jul 21, 2020	-4.16% Nov 16, 2021 - Dec 23, 2021
#9	-0.04% Jul 31, 2020 - Aug 4, 2020	-3.91% Dec 6, 2024 - Jan 22, 2025
#10	N/A	-2.97% Oct 8, 2025 - Oct 24, 2025
#11	N/A	-2.82% Jul 12, 2021 - Jul 23, 2021
#12	N/A	-2.77% Dec 11, 2025 - Dec 23, 2025
#13	N/A	-2.64% Oct 14, 2024 - Nov 6, 2024
#14	N/A	-2.59% Jan 12, 2026 - Jan 27, 2026
#15	N/A	-2.36% Nov 11, 2024 - Nov 26, 2024