IBTK vs FHEQ

Comparison between ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF) and FIDELITY HEDGED EQUITY ETF (FHEQ, ETF).

IBTK vs FHEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTK(ETF)	FHEQ(ETF)
Net Assets	$896M	$897M
Expense Ratio	0.07%	0.48%
Max Drawdown	86.51%	11.49%
Sharpe Ratio	-0.43	1.14
5Y Beta	-0.02	0.58
P/E Ratio	N/A	26.60
Forward P/E	N/A	19.87
PEG Ratio	N/A	0.20
5Y Dividends CAGR	40.47%	N/A
5Y EPS CAGR	N/A	28.12%
Debt to Equity	N/A	40.72%
P/S Ratio	N/A	3.82
P/B Ratio	N/A	5.40

Net Assets

IBTK

$896M

Winner

FHEQ

$897M

Expense Ratio

Winner

IBTK

0.07%

FHEQ

0.48%

Max Drawdown

IBTK

86.51%

Winner

FHEQ

11.49%

Sharpe Ratio

IBTK

-0.43

Winner

FHEQ

1.14

5Y Beta

Winner

IBTK

-0.02

FHEQ

0.58

P/E Ratio

IBTK

N/A

FHEQ

26.60

Forward P/E

IBTK

N/A

FHEQ

19.87

PEG Ratio

IBTK

N/A

FHEQ

0.20

5Y Dividends CAGR

IBTK

40.47%

FHEQ

N/A

5Y EPS CAGR

IBTK

N/A

FHEQ

28.12%

Debt to Equity

IBTK

N/A

FHEQ

40.72%

P/S Ratio

IBTK

N/A

FHEQ

3.82

P/B Ratio

IBTK

N/A

FHEQ

5.40

IBTK vs FHEQ - Historical Returns

Returns include dividend reinvestment.

Period	IBTK	FHEQ
1 month	+0.10%	+0.85%
3 months	-0.64%	+6.48%
6 months	-0.14%	+8.84%
1 year	+2.27%	+15.66%
5 years(CAGR)	-1.15%	N/A
Max(CAGR)	-1.61%	+14.40%

IBTK

+0.10%

Winner

FHEQ

+0.85%

IBTK

-0.64%

Winner

FHEQ

+6.48%

IBTK

-0.14%

Winner

FHEQ

+8.84%

IBTK

+2.27%

Winner

FHEQ

+15.66%

5Y(CAGR)

IBTK

-1.15%

FHEQ

N/A

Max(CAGR)

IBTK

-1.61%

Winner

FHEQ

+14.40%

IBTK vs FHEQ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	IBTK	FHEQ
2026	-0.34%	+8.35%
2025	+7.43%	+13.41%
2024	+1.48%	+10.57%
2023	+3.37%	N/A
2022	-13.82%	N/A
2021	-3.58%	N/A
2020	-1.90%	N/A

IBTK vs FHEQ Drawdown Comparison

The maximum drawdown for IBTK was -86.47%, occurring on Dec 23, 2020. This drawdown has not yet recovered.

The maximum drawdown for FHEQ was -11.12%, occurring on Apr 21, 2025. Recovery took 134 trading sessions.

The current IBTK drawdown is -9.92%. The current FHEQ drawdown is -0.88%.

Rank	IBTK	FHEQ
#1	-86.47% Jul 30, 2020 - Dec 23, 2020	-11.12% Dec 6, 2024 - Jun 24, 2025
#2	-0.08% Jul 20, 2020 - Jul 24, 2020	-7.77% Feb 2, 2026 - Apr 17, 2026
#3	N/A	-5.40% Jul 16, 2024 - Aug 23, 2024
#4	N/A	-4.31% Oct 28, 2025 - Dec 11, 2025
#5	N/A	-4.09% Jun 2, 2026 - Jun 10, 2026
#6	N/A	-3.60% Aug 23, 2024 - Sep 19, 2024
#7	N/A	-3.13% Apr 11, 2024 - May 14, 2024
#8	N/A	-2.44% Oct 6, 2025 - Oct 24, 2025
#9	N/A	-2.30% Dec 24, 2025 - Feb 2, 2026
#10	N/A	-2.10% Oct 14, 2024 - Nov 6, 2024
#11	N/A	-2.03% Nov 11, 2024 - Dec 2, 2024
#12	N/A	-2.01% Dec 11, 2025 - Dec 24, 2025
#13	N/A	-1.84% Jul 25, 2025 - Aug 8, 2025
#14	N/A	-1.71% May 14, 2026 - May 26, 2026
#15	N/A	-1.40% Aug 28, 2025 - Sep 9, 2025