IBTK vs ULTY
Comparison between ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF) and YIELDMAX(R) ULTRA OPTION INCOME STRATEGY ETF (ULTY, ETF).
IBTK vs ULTY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTK
$896M
ULTY
$896M
Expense Ratio
Winner
IBTK
0.07%
ULTY
1.30%
Max Drawdown
Winner
IBTK
86.51%
ULTY
86.53%
Sharpe Ratio
IBTK
-0.66
Winner
ULTY
-0.49
5Y Beta
Winner
IBTK
-0.02
ULTY
1.23
P/E Ratio
IBTK
N/A
ULTY
-13.13
Forward P/E
IBTK
N/A
ULTY
15.56
5Y Dividends CAGR
IBTK
40.47%
ULTY
N/A
Debt to Equity
IBTK
N/A
ULTY
49.95%
P/S Ratio
IBTK
N/A
ULTY
5.34
P/B Ratio
IBTK
N/A
ULTY
3.43
IBTK vs ULTY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTK
-0.36%
ULTY
-3.14%
3M
IBTK
-0.90%
Winner
ULTY
-0.04%
6M
IBTK
-0.50%
Winner
ULTY
+1.02%
1Y
Winner
IBTK
+2.06%
ULTY
-9.68%
5Y(CAGR)
IBTK
-1.21%
ULTY
N/A
Max(CAGR)
IBTK
-1.66%
Winner
ULTY
+2.26%
IBTK vs ULTY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTK | ULTY |
|---|---|---|
| 2026 | -0.65% | +4.35% |
| 2025 | +7.43% | -1.24% |
| 2024 | +1.48% | +1.00% |
| 2023 | +3.37% | N/A |
| 2022 | -13.82% | N/A |
| 2021 | -3.58% | N/A |
| 2020 | -1.90% | N/A |
IBTK vs ULTY 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 ULTY was -26.53%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.
The current IBTK drawdown is -10.20%. The current ULTY drawdown is -13.92%.
| Rank | IBTK | ULTY |
|---|---|---|
| #1 | -86.47% Jul 30, 2020 - Dec 23, 2020 | -26.53% Feb 18, 2025 - Jun 24, 2025 |
| #2 | -0.08% Jul 20, 2020 - Jul 24, 2020 | -24.14% Oct 9, 2025 - Mar 30, 2026 |
| #3 | N/A | -20.51% Mar 4, 2024 - Nov 11, 2024 |
| #4 | N/A | -6.51% Dec 6, 2024 - Feb 18, 2025 |
| #5 | N/A | -5.03% Jul 18, 2025 - Sep 15, 2025 |
| #6 | N/A | -3.47% Nov 11, 2024 - Nov 22, 2024 |
| #7 | N/A | -2.61% Sep 19, 2025 - Oct 6, 2025 |
| #8 | N/A | -1.75% Jun 30, 2025 - Jul 2, 2025 |
| #9 | N/A | -0.80% Jun 26, 2025 - Jun 30, 2025 |
| #10 | N/A | -0.80% Jul 3, 2025 - Jul 9, 2025 |
| #11 | N/A | -0.70% Nov 25, 2024 - Nov 29, 2024 |
| #12 | N/A | -0.54% Oct 6, 2025 - Oct 8, 2025 |
| #13 | N/A | -0.32% Jul 10, 2025 - Jul 14, 2025 |
| #14 | N/A | -0.32% Jun 24, 2025 - Jun 26, 2025 |
| #15 | N/A | -0.20% Nov 29, 2024 - Dec 4, 2024 |
Correlation
Correlation between IBTK and ULTY is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2020 - 2026)
IBTK vs ULTY dividend yield comparison.
| Year | IBTK | ULTY |
|---|---|---|
| 2026 | 1.88% | 44.53% |
| 2025 | 3.79% | 142.99% |
| 2024 | 3.93% | 111.70% |
| 2023 | 3.05% | 0.00% |
| 2022 | 2.27% | 0.00% |
| 2021 | 0.84% | 0.00% |
| 2020 | 0.26% | 0.00% |
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