IBTL vs LGH

Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and HCM DEFENDER 500 INDEX ETF (LGH, ETF).

5-Year PerformanceLGH has outperformed IBTL, delivering a return of +10.5% compared to -1.6%

IBTL vs LGH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTL(ETF)	LGH(ETF)
Net Assets	$555M	$556M
Expense Ratio	0.07%	1.00%
Max Drawdown	24.74%	29.60%
Sharpe Ratio	-0.22	1.10
5Y Beta	-0.02	0.97
P/E Ratio	N/A	29.33
Forward P/E	N/A	22.72
PEG Ratio	N/A	0.47
5Y Dividends CAGR	N/A	42.11%
5Y EPS CAGR	N/A	27.33%
Debt to Equity	N/A	32.18%
P/S Ratio	N/A	4.02
P/B Ratio	N/A	5.97

Net Assets

IBTL

$555M

Winner

LGH

$556M

Expense Ratio

Winner

IBTL

0.07%

LGH

1.00%

Max Drawdown

Winner

IBTL

24.74%

LGH

29.60%

Sharpe Ratio

IBTL

-0.22

Winner

LGH

1.10

5Y Beta

Winner

IBTL

-0.02

LGH

0.97

P/E Ratio

IBTL

N/A

LGH

29.33

Forward P/E

IBTL

N/A

LGH

22.72

PEG Ratio

IBTL

N/A

LGH

0.47

5Y Dividends CAGR

IBTL

N/A

LGH

42.11%

5Y EPS CAGR

IBTL

N/A

LGH

27.33%

Debt to Equity

IBTL

N/A

LGH

32.18%

P/S Ratio

IBTL

N/A

LGH

4.02

P/B Ratio

IBTL

N/A

LGH

5.97

IBTL vs LGH - Historical Returns

Returns include dividend reinvestment.

Period	IBTL	LGH
1 month	-0.55%	+2.25%
3 months	-1.46%	+2.70%
6 months	-0.56%	+0.50%
1 year	+3.13%	+22.84%
5 years(CAGR)	-1.60%	+10.48%
Max(CAGR)	-1.60%	+15.11%

IBTL

-0.55%

Winner

LGH

+2.25%

IBTL

-1.46%

Winner

LGH

+2.70%

IBTL

-0.56%

Winner

LGH

+0.50%

IBTL

+3.13%

Winner

LGH

+22.84%

5Y(CAGR)

IBTL

-1.60%

Winner

LGH

+10.48%

Max(CAGR)

IBTL

-1.60%

Winner

LGH

+15.11%

IBTL vs LGH - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	IBTL	LGH
2026	-0.71%	+1.14%
2025	+7.90%	+19.91%
2024	+0.67%	+28.12%
2023	+2.84%	+24.28%
2022	-15.60%	-28.20%
2021	-1.38%	+43.19%
2020	N/A	+17.20%
2019	N/A	+11.06%

IBTL vs LGH 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 LGH was -29.60%, occurring on Mar 16, 2020. Recovery took 132 trading sessions.

The current IBTL drawdown is -7.54%. The current LGH drawdown is -4.37%.

Rank	IBTL	LGH
#1	-20.93% Sep 1, 2021 - Oct 19, 2023	-29.60% Feb 19, 2020 - Aug 26, 2020
#2	N/A	-29.38% Dec 29, 2021 - Mar 21, 2024
#3	N/A	-18.42% Dec 6, 2024 - Jul 3, 2025
#4	N/A	-13.53% Sep 2, 2020 - Nov 16, 2020
#5	N/A	-12.50% Jul 16, 2024 - Nov 6, 2024
#6	N/A	-11.29% Jan 12, 2026 - May 13, 2026
#7	N/A	-8.69% Sep 3, 2021 - Oct 28, 2021
#8	N/A	-7.29% Oct 29, 2025 - Dec 24, 2025
#9	N/A	-7.20% Nov 23, 2021 - Dec 27, 2021
#10	N/A	-6.95% Feb 12, 2021 - Mar 15, 2021
#11	N/A	-6.09% Mar 28, 2024 - May 14, 2024
#12	N/A	-5.28% Apr 29, 2021 - Jun 4, 2021
#13	N/A	-4.55% Jan 21, 2021 - Feb 4, 2021
#14	N/A	-4.37% Jul 12, 2021 - Jul 23, 2021
#15	N/A	-4.37% Jun 2, 2026 - Jun 5, 2026