IBTK vs ISCG

Comparison between ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF) and ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF (ISCG, ETF).

5-Year PerformanceISCG has outperformed IBTK, delivering a return of +6.7% compared to -1.0%

IBTK vs ISCG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTK(ETF)	ISCG(ETF)
Net Assets	$975M	$971M
Expense Ratio	0.07%	0.06%
Max Drawdown	86.51%	58.03%
Sharpe Ratio	-0.72	1.20
5Y Beta	-0.01	1.13
P/E Ratio	N/A	66.45
Forward P/E	N/A	21.54
5Y Dividends CAGR	34.63%	30.69%
5Y EPS CAGR	N/A	14.17%
Debt to Equity	N/A	165.40%
P/S Ratio	N/A	2.33
P/B Ratio	N/A	3.85

Net Assets

Winner

IBTK

$975M

ISCG

$971M

Expense Ratio

IBTK

0.07%

Winner

ISCG

0.06%

Max Drawdown

IBTK

86.51%

Winner

ISCG

58.03%

Sharpe Ratio

IBTK

-0.72

Winner

ISCG

1.20

5Y Beta

Winner

IBTK

-0.01

ISCG

1.13

P/E Ratio

IBTK

N/A

ISCG

66.45

Forward P/E

IBTK

N/A

ISCG

21.54

5Y Dividends CAGR

Winner

IBTK

34.63%

ISCG

30.69%

5Y EPS CAGR

IBTK

N/A

ISCG

14.17%

Debt to Equity

IBTK

N/A

ISCG

165.40%

P/S Ratio

IBTK

N/A

ISCG

2.33

P/B Ratio

IBTK

N/A

ISCG

3.85

IBTK vs ISCG - Historical Returns

Returns include dividend reinvestment.

Period	IBTK	ISCG
1 month	+0.34%	+2.54%
3 months	+0.51%	+6.40%
6 months	-0.86%	+10.78%
1 year	+2.02%	+27.31%
5 years(CAGR)	-1.02%	+6.70%
10 years(CAGR)	N/A	+11.26%
Max(CAGR)	-1.54%	+9.61%

IBTK

+0.34%

Winner

ISCG

+2.54%

IBTK

+0.51%

Winner

ISCG

+6.40%

IBTK

-0.86%

Winner

ISCG

+10.78%

IBTK

+2.02%

Winner

ISCG

+27.31%

5Y(CAGR)

IBTK

-1.02%

Winner

ISCG

+6.70%

10Y(CAGR)

IBTK

N/A

ISCG

+11.26%

Max(CAGR)

IBTK

-1.54%

Winner

ISCG

+9.61%

IBTK vs ISCG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	IBTK	ISCG
2026	-0.00%	+16.25%
2025	+7.43%	+12.81%
2024	+1.48%	+14.87%
2023	+3.37%	+23.65%
2022	-13.82%	-27.38%
2021	-3.58%	+0.42%
2020	-1.90%	+42.48%
2019	N/A	+28.07%
2018	N/A	-7.54%
2017	N/A	+24.76%
2016	N/A	+12.44%
2015	N/A	+1.02%
2014	N/A	+3.78%
2013	N/A	+38.12%
2012	N/A	+13.44%
2011	N/A	-2.86%
2010	N/A	+28.70%
2009	N/A	+29.95%
2008	N/A	-39.16%
2007	N/A	+11.34%
2006	N/A	+7.87%
2005	N/A	+7.65%
2004	N/A	+11.12%

IBTK vs ISCG 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 ISCG was -57.72%, occurring on Mar 9, 2009. Recovery took 824 trading sessions.

The current IBTK drawdown is -9.61%. The current ISCG drawdown is -1.88%.

Rank	IBTK	ISCG
#1	-86.47% Jul 30, 2020 - Dec 23, 2020	-57.72% Oct 9, 2007 - Jan 14, 2011
#2	-0.08% Jul 20, 2020 - Jul 24, 2020	-41.47% Feb 9, 2021 - Oct 27, 2025
#3	N/A	-37.17% Feb 19, 2020 - Jul 15, 2020
#4	N/A	-28.27% Sep 13, 2018 - Jan 13, 2020
#5	N/A	-27.73% Jun 23, 2015 - Dec 8, 2016
#6	N/A	-27.37% Jul 7, 2011 - Sep 6, 2012
#7	N/A	-18.66% May 5, 2006 - Feb 20, 2007
#8	N/A	-15.25% Jul 7, 2004 - Nov 3, 2004
#9	N/A	-13.16% Dec 29, 2004 - Jul 11, 2005
#10	N/A	-12.93% Mar 4, 2014 - Feb 5, 2015
#11	N/A	-11.43% Jan 22, 2026 - Apr 17, 2026
#12	N/A	-11.11% Sep 14, 2012 - Jan 7, 2013
#13	N/A	-9.44% Apr 29, 2011 - Jul 7, 2011
#14	N/A	-9.21% Jul 13, 2007 - Oct 1, 2007
#15	N/A	-8.65% Feb 23, 2007 - Apr 13, 2007

Correlation

Correlation between IBTK and ISCG is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.41

-101

Dividend Comparison (2005 - 2026)

IBTK vs ISCG dividend yield comparison.

Year	IBTK	ISCG
2026	2.19%	0.27%
2025	3.79%	0.61%
2024	3.93%	0.84%
2023	3.05%	0.77%
2022	2.27%	0.92%
2021	0.84%	0.62%
2020	0.26%	0.10%
2019	0.00%	0.27%
2018	0.00%	0.40%
2017	0.00%	0.52%
2016	0.00%	1.19%
2015	0.00%	0.64%
2014	0.00%	0.56%
2013	0.00%	0.53%
2012	0.00%	1.36%
2011	0.00%	0.31%
2010	0.00%	0.24%
2009	0.00%	0.09%
2008	0.00%	0.75%
2007	0.00%	0.19%
2006	0.00%	0.00%
2005	0.00%	0.01%