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IBTK vs PSEP

Comparison between ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF) and Innovator U.S. Equity Power Buffer ETF - September (PSEP, ETF).

5-Year PerformancePSEP has outperformed IBTK, delivering a return of +9.2% compared to -0.6%

IBTK vs PSEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBTK
$856M
Winner
PSEP
$857M
Expense Ratio
Winner
IBTK
0.07%
PSEP
0.79%
Max Drawdown
IBTK
86.51%
Winner
PSEP
17.90%
Sharpe Ratio
IBTK
-0.29
Winner
PSEP
1.71
5Y Beta
Winner
IBTK
-0.02
PSEP
0.46
5Y Dividends CAGR
IBTK
42.80%
PSEP
N/A

IBTK vs PSEP - Historical Returns

Returns include dividend reinvestment.

1M
IBTK
-0.50%
Winner
PSEP
+0.84%
3M
IBTK
-1.19%
Winner
PSEP
+4.01%
6M
IBTK
-0.30%
Winner
PSEP
+4.83%
1Y
IBTK
+2.99%
Winner
PSEP
+14.52%
5Y(CAGR)
IBTK
-0.60%
Winner
PSEP
+9.24%
Max(CAGR)
IBTK
-1.68%
Winner
PSEP
+9.57%

IBTK vs PSEP - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearIBTKPSEP
2026-0.55%+4.32%
2025+7.43%+11.98%
2024+1.48%+12.80%
2023+3.37%+19.21%
2022-13.82%-4.00%
2021-3.58%+9.71%
2020-1.90%+8.14%
2019N/A+4.62%

IBTK vs PSEP 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 PSEP was -17.90%, occurring on Mar 23, 2020. Recovery took 101 trading sessions.

The current IBTK drawdown is -10.11%. The current PSEP drawdown is -0.62%.

RankIBTKPSEP
#1-86.47%
Jul 30, 2020 - Dec 23, 2020
-17.90%
Feb 19, 2020 - Jul 14, 2020
#2-0.08%
Jul 20, 2020 - Jul 24, 2020
-9.92%
Feb 19, 2025 - Jun 6, 2025
#3N/A-9.80%
Jan 4, 2022 - Jan 31, 2023
#4N/A-5.45%
Jul 31, 2023 - Nov 17, 2023
#5N/A-4.63%
Sep 2, 2020 - Nov 5, 2020
#6N/A-4.41%
Feb 2, 2023 - Apr 13, 2023
#7N/A-4.08%
Feb 25, 2026 - Apr 13, 2026
#8N/A-2.45%
Sep 3, 2021 - Oct 20, 2021
#9N/A-2.28%
Jul 31, 2024 - Aug 13, 2024
#10N/A-2.13%
Aug 30, 2024 - Sep 16, 2024
#11N/A-2.12%
Oct 27, 2025 - Nov 28, 2025
#12N/A-2.12%
Nov 16, 2021 - Dec 23, 2021
#13N/A-2.03%
Mar 28, 2024 - May 6, 2024
#14N/A-1.81%
Jan 21, 2021 - Feb 8, 2021
#15N/A-1.78%
May 1, 2023 - May 18, 2023

Correlation

Correlation between IBTK and PSEP is -0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.14
-101

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