IBTL vs BRNY

Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and BURNEY U.S. FACTOR ROTATION ETF (BRNY, ETF).

IBTL vs BRNY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTL(ETF)	BRNY(ETF)
Net Assets	$555M	$553M
Expense Ratio	0.07%	0.79%
Max Drawdown	24.74%	19.17%
Sharpe Ratio	-0.22	1.67
5Y Beta	-0.02	0.99
P/E Ratio	N/A	20.35
Forward P/E	N/A	15.43
5Y EPS CAGR	N/A	31.82%
Debt to Equity	N/A	87.91%
P/S Ratio	N/A	1.41
P/B Ratio	N/A	3.71

Net Assets

Winner

IBTL

$555M

BRNY

$553M

Expense Ratio

Winner

IBTL

0.07%

BRNY

0.79%

Max Drawdown

IBTL

24.74%

Winner

BRNY

19.17%

Sharpe Ratio

IBTL

-0.22

Winner

BRNY

1.67

5Y Beta

Winner

IBTL

-0.02

BRNY

0.99

P/E Ratio

IBTL

N/A

BRNY

20.35

Forward P/E

IBTL

N/A

BRNY

15.43

5Y EPS CAGR

IBTL

N/A

BRNY

31.82%

Debt to Equity

IBTL

N/A

BRNY

87.91%

P/S Ratio

IBTL

N/A

BRNY

1.41

P/B Ratio

IBTL

N/A

BRNY

3.71

IBTL vs BRNY - Historical Returns

Returns include dividend reinvestment.

Period	IBTL	BRNY
1 month	-0.55%	+1.68%
3 months	-1.46%	+12.33%
6 months	-0.56%	+11.62%
1 year	+3.13%	+29.32%
5 years(CAGR)	-1.60%	N/A
Max(CAGR)	-1.60%	+25.94%

IBTL

-0.55%

Winner

BRNY

+1.68%

IBTL

-1.46%

Winner

BRNY

+12.33%

IBTL

-0.56%

Winner

BRNY

+11.62%

IBTL

+3.13%

Winner

BRNY

+29.32%

5Y(CAGR)

IBTL

-1.60%

BRNY

N/A

Max(CAGR)

IBTL

-1.60%

Winner

BRNY

+25.94%

IBTL vs BRNY - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	IBTL	BRNY
2026	-0.71%	+9.95%
2025	+7.90%	+21.53%
2024	+0.67%	+29.56%
2023	+2.84%	+22.74%
2022	-15.60%	+8.90%
2021	-1.38%	N/A

IBTL vs BRNY Drawdown Comparison

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for BRNY was -19.14%, occurring on Apr 8, 2025. Recovery took 87 trading sessions.

The current IBTL drawdown is -7.54%. The current BRNY drawdown is -3.32%.

Rank	IBTL	BRNY
#1	-20.93% Sep 1, 2021 - Oct 19, 2023	-19.14% Feb 18, 2025 - Jun 24, 2025
#2	N/A	-10.96% Aug 1, 2023 - Dec 1, 2023
#3	N/A	-10.71% Feb 2, 2023 - Jun 29, 2023
#4	N/A	-9.34% Jan 29, 2026 - Apr 14, 2026
#5	N/A	-9.25% Jul 16, 2024 - Aug 23, 2024
#6	N/A	-6.61% Nov 30, 2022 - Jan 31, 2023
#7	N/A	-6.33% Dec 6, 2024 - Jan 23, 2025
#8	N/A	-5.69% Nov 12, 2025 - Dec 4, 2025
#9	N/A	-5.38% Aug 23, 2024 - Sep 19, 2024
#10	N/A	-5.08% Mar 21, 2024 - May 15, 2024
#11	N/A	-3.75% Oct 28, 2022 - Nov 10, 2022
#12	N/A	-3.42% Oct 8, 2025 - Oct 27, 2025
#13	N/A	-3.32% Jun 4, 2026 - Jun 5, 2026
#14	N/A	-3.03% Oct 18, 2024 - Nov 6, 2024
#15	N/A	-3.01% Jan 6, 2026 - Jan 27, 2026