IBTK vs SPHB

Comparison between ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF) and INVESCO S&P 500 HIGH BETA ETF (SPHB, ETF).

5-Year PerformanceSPHB has outperformed IBTK, delivering a return of +16.8% compared to -1.0%

IBTK vs SPHB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTK(ETF)	SPHB(ETF)
Net Assets	$975M	$976M
Expense Ratio	0.07%	0.25%
Max Drawdown	86.51%	47.78%
Sharpe Ratio	-0.72	1.43
5Y Beta	-0.01	1.55
P/E Ratio	N/A	33.73
Forward P/E	N/A	19.57
PEG Ratio	N/A	0.24
5Y Dividends CAGR	34.63%	-0.20%
5Y EPS CAGR	N/A	17.46%
Debt to Equity	N/A	-124.82%
P/S Ratio	N/A	2.86
P/B Ratio	N/A	4.58

Net Assets

IBTK

$975M

Winner

SPHB

$976M

Expense Ratio

Winner

IBTK

0.07%

SPHB

0.25%

Max Drawdown

IBTK

86.51%

Winner

SPHB

47.78%

Sharpe Ratio

IBTK

-0.72

Winner

SPHB

1.43

5Y Beta

Winner

IBTK

-0.01

SPHB

1.55

P/E Ratio

IBTK

N/A

SPHB

33.73

Forward P/E

IBTK

N/A

SPHB

19.57

PEG Ratio

IBTK

N/A

SPHB

0.24

5Y Dividends CAGR

Winner

IBTK

34.63%

SPHB

-0.20%

5Y EPS CAGR

IBTK

N/A

SPHB

17.46%

Debt to Equity

IBTK

N/A

SPHB

-124.82%

P/S Ratio

IBTK

N/A

SPHB

2.86

P/B Ratio

IBTK

N/A

SPHB

4.58

IBTK vs SPHB - Historical Returns

Returns include dividend reinvestment.

Period	IBTK	SPHB
1 month	+0.34%	+2.42%
3 months	+0.51%	+6.21%
6 months	-0.86%	+19.78%
1 year	+2.02%	+47.31%
5 years(CAGR)	-1.02%	+16.82%
10 years(CAGR)	N/A	+18.01%
Max(CAGR)	-1.54%	+13.93%

IBTK

+0.34%

Winner

SPHB

+2.42%

IBTK

+0.51%

Winner

SPHB

+6.21%

IBTK

-0.86%

Winner

SPHB

+19.78%

IBTK

+2.02%

Winner

SPHB

+47.31%

5Y(CAGR)

IBTK

-1.02%

Winner

SPHB

+16.82%

10Y(CAGR)

IBTK

N/A

SPHB

+18.01%

Max(CAGR)

IBTK

-1.54%

Winner

SPHB

+13.93%

IBTK vs SPHB - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	IBTK	SPHB
2026	-0.00%	+25.17%
2025	+7.43%	+32.89%
2024	+1.48%	+10.20%
2023	+3.37%	+33.64%
2022	-13.82%	-21.66%
2021	-3.58%	+42.64%
2020	-1.90%	+23.83%
2019	N/A	+32.98%
2018	N/A	-16.63%
2017	N/A	+15.98%
2016	N/A	+27.43%
2015	N/A	-12.63%
2014	N/A	+13.98%
2013	N/A	+36.75%
2012	N/A	+14.22%
2011	N/A	-21.89%

IBTK vs SPHB 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 SPHB was -46.82%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The current IBTK drawdown is -9.61%. The current SPHB drawdown is -5.26%.

Rank	IBTK	SPHB
#1	-86.47% Jul 30, 2020 - Dec 23, 2020	-46.82% Jan 17, 2020 - Jun 8, 2020
#2	-0.08% Jul 20, 2020 - Jul 24, 2020	-38.30% May 10, 2011 - Mar 14, 2013
#3	N/A	-34.48% Apr 23, 2015 - Nov 15, 2016
#4	N/A	-31.49% Nov 8, 2021 - Dec 14, 2023
#5	N/A	-29.21% Jan 23, 2025 - Jun 24, 2025
#6	N/A	-27.72% Sep 20, 2018 - Dec 12, 2019
#7	N/A	-21.44% Jun 8, 2020 - Nov 9, 2020
#8	N/A	-14.11% Jun 22, 2026 - Jul 29, 2026
#9	N/A	-14.05% Jul 16, 2024 - Oct 9, 2024
#10	N/A	-13.10% Jun 2, 2021 - Oct 25, 2021
#11	N/A	-11.40% Sep 18, 2014 - Nov 10, 2014
#12	N/A	-11.32% Jan 26, 2018 - Aug 29, 2018
#13	N/A	-10.71% Feb 25, 2026 - Apr 13, 2026
#14	N/A	-9.69% Oct 27, 2025 - Dec 3, 2025
#15	N/A	-9.61% Jan 14, 2021 - Feb 8, 2021

Correlation

Correlation between IBTK and SPHB is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (2011 - 2026)

IBTK vs SPHB dividend yield comparison.

Year	IBTK	SPHB
2026	2.19%	0.29%
2025	3.79%	0.60%
2024	3.93%	0.80%
2023	3.05%	0.73%
2022	2.27%	0.72%
2021	0.84%	0.91%
2020	0.26%	1.90%
2019	0.00%	1.26%
2018	0.00%	1.97%
2017	0.00%	1.34%
2016	0.00%	0.93%
2015	0.00%	1.69%
2014	0.00%	0.98%
2013	0.00%	0.69%
2012	0.00%	0.88%
2011	0.00%	0.70%