IBTH vs USCL

Comparison between ISHARES IBONDS DEC 2027 TERM TREASURY ETF (IBTH, ETF) and ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF).

IBTH vs USCL - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	IBTH(ETF)	USCL(ETF)
Net Assets	$2.10B	$2.10B
Expense Ratio	0.07%	0.08%
Max Drawdown	18.73%	19.23%
Sharpe Ratio	0.02	1.55
5Y Beta	-0.02	0.95
P/E Ratio	N/A	27.44
Forward P/E	N/A	21.99
5Y Dividends CAGR	43.04%	N/A
5Y EPS CAGR	N/A	24.48%
Debt to Equity	N/A	16.27%
P/S Ratio	N/A	4.17
P/B Ratio	N/A	5.23

Net Assets

IBTH

$2.10B

USCL

$2.10B

Expense Ratio

Winner

IBTH

0.07%

USCL

0.08%

Max Drawdown

Winner

IBTH

18.73%

USCL

19.23%

Sharpe Ratio

IBTH

0.02

Winner

USCL

1.55

5Y Beta

Winner

IBTH

-0.02

USCL

0.95

P/E Ratio

IBTH

N/A

USCL

27.44

Forward P/E

IBTH

N/A

USCL

21.99

5Y Dividends CAGR

IBTH

43.04%

USCL

N/A

5Y EPS CAGR

IBTH

N/A

USCL

24.48%

Debt to Equity

IBTH

N/A

USCL

16.27%

P/S Ratio

IBTH

N/A

USCL

4.17

P/B Ratio

IBTH

N/A

USCL

5.23

IBTH vs USCL - Historical Returns

Returns include dividend reinvestment.

Period	IBTH	USCL
1 month	+0.28%	+8.10%
3 months	+0.51%	+5.02%
6 months	+1.52%	+6.19%
1 year	+3.98%	+24.18%
5 years(CAGR)	+0.50%	N/A
Max(CAGR)	+0.62%	+20.22%

IBTH

+0.28%

Winner

USCL

+8.10%

IBTH

+0.51%

Winner

USCL

+5.02%

IBTH

+1.52%

Winner

USCL

+6.19%

IBTH

+3.98%

Winner

USCL

+24.18%

5Y(CAGR)

IBTH

+0.50%

USCL

N/A

Max(CAGR)

IBTH

+0.62%

Winner

USCL

+20.22%

IBTH vs USCL - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBTH	USCL
2026	+0.83%	+4.82%
2025	+5.34%	+14.58%
2024	+3.47%	+27.52%
2023	+4.12%	+12.72%
2022	-9.28%	N/A
2021	-3.46%	N/A
2020	+4.20%	N/A

IBTH vs USCL 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 USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current IBTH drawdown is -1.43%.

Rank	IBTH	USCL
#1	-16.17% Aug 4, 2020 - Oct 20, 2022	-18.99% Feb 19, 2025 - Jun 30, 2025
#2	-3.13% Mar 9, 2020 - Mar 30, 2020	-10.24% Jan 12, 2026 - Apr 17, 2026
#3	-1.43% Apr 21, 2020 - Jul 9, 2020	-10.00% Jul 31, 2023 - Nov 30, 2023
#4	-0.88% Apr 1, 2020 - Apr 20, 2020	-8.58% Jul 16, 2024 - Sep 19, 2024
#5	-0.23% Jul 9, 2020 - Jul 15, 2020	-5.61% Oct 28, 2025 - Dec 24, 2025
#6	-0.19% Mar 3, 2020 - Mar 5, 2020	-5.42% Mar 28, 2024 - May 15, 2024
#7	-0.15% Jul 24, 2020 - Jul 28, 2020	-4.69% Dec 11, 2024 - Jan 30, 2025
#8	-0.06% Jul 15, 2020 - Jul 21, 2020	-2.57% Oct 8, 2025 - Oct 24, 2025
#9	-0.04% Jul 31, 2020 - Aug 4, 2020	-2.45% Jun 15, 2023 - Jun 30, 2023
#10	N/A	-2.44% Jul 25, 2025 - Aug 13, 2025
#11	N/A	-2.39% Oct 18, 2024 - Nov 6, 2024
#12	N/A	-2.19% Nov 11, 2024 - Nov 26, 2024
#13	N/A	-1.82% Jan 29, 2024 - Feb 2, 2024
#14	N/A	-1.81% Dec 28, 2023 - Jan 10, 2024
#15	N/A	-1.68% Sep 22, 2025 - Oct 6, 2025