IBTL vs LSVD

Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and LSV DISCIPLINED VALUE ETF (LSVD, ETF).

IBTL vs LSVD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTL(ETF)	LSVD(ETF)
Net Assets	$651M	$649M
Expense Ratio	0.07%	0.40%
Max Drawdown	24.74%	19.30%
Sharpe Ratio	-0.65	2.00
5Y Beta	-0.01	0.95
P/E Ratio	N/A	19.48
Forward P/E	N/A	15.48
PEG Ratio	N/A	0.11
5Y EPS CAGR	N/A	25.08%
Debt to Equity	N/A	147.90%
P/S Ratio	N/A	2.17
P/B Ratio	N/A	3.82

Net Assets

Winner

IBTL

$651M

LSVD

$649M

Expense Ratio

Winner

IBTL

0.07%

LSVD

0.40%

Max Drawdown

IBTL

24.74%

Winner

LSVD

19.30%

Sharpe Ratio

IBTL

-0.65

Winner

LSVD

2.00

5Y Beta

Winner

IBTL

-0.01

LSVD

0.95

P/E Ratio

IBTL

N/A

LSVD

19.48

Forward P/E

IBTL

N/A

LSVD

15.48

PEG Ratio

IBTL

N/A

LSVD

0.11

5Y EPS CAGR

IBTL

N/A

LSVD

25.08%

Debt to Equity

IBTL

N/A

LSVD

147.90%

P/S Ratio

IBTL

N/A

LSVD

2.17

P/B Ratio

IBTL

N/A

LSVD

3.82

IBTL vs LSVD - Historical Returns

Returns include dividend reinvestment.

Period	IBTL	LSVD
1 month	+0.44%	+4.85%
3 months	+0.23%	+4.85%
6 months	-1.54%	+18.19%
1 year	+1.37%	+34.22%
5 years(CAGR)	-1.42%	N/A
Max(CAGR)	-1.42%	+26.72%

IBTL

+0.44%

Winner

LSVD

+4.85%

IBTL

+0.23%

Winner

LSVD

+4.85%

IBTL

-1.54%

Winner

LSVD

+18.19%

IBTL

+1.37%

Winner

LSVD

+34.22%

5Y(CAGR)

IBTL

-1.42%

LSVD

N/A

Max(CAGR)

IBTL

-1.42%

Winner

LSVD

+26.72%

IBTL vs LSVD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	IBTL	LSVD
2026	-0.18%	+21.19%
2025	+7.90%	+22.17%
2024	+0.67%	+0.14%
2023	+2.84%	N/A
2022	-15.60%	N/A
2021	-1.38%	N/A

IBTL vs LSVD 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 LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current IBTL drawdown is -7.03%. The current LSVD drawdown is -0.81%.

Rank	IBTL	LSVD
#1	-20.93% Sep 1, 2021 - Oct 19, 2023	-19.30% Feb 19, 2025 - Jun 27, 2025
#2	N/A	-8.07% Feb 9, 2026 - Apr 14, 2026
#3	N/A	-4.60% Nov 12, 2025 - Nov 26, 2025
#4	N/A	-4.34% Jun 4, 2026 - Aug 3, 2026
#5	N/A	-3.61% Oct 6, 2025 - Oct 24, 2025
#6	N/A	-2.77% Jan 9, 2026 - Jan 27, 2026
#7	N/A	-2.67% Jul 23, 2025 - Aug 8, 2025
#8	N/A	-2.51% Dec 26, 2024 - Jan 17, 2025
#9	N/A	-2.26% Dec 11, 2025 - Dec 22, 2025
#10	N/A	-2.11% Feb 2, 2026 - Feb 9, 2026
#11	N/A	-1.79% Jan 23, 2025 - Feb 19, 2025
#12	N/A	-1.78% May 14, 2026 - May 21, 2026
#13	N/A	-1.75% Aug 13, 2026 - Aug 20, 2026
#14	N/A	-1.63% Oct 28, 2025 - Nov 10, 2025
#15	N/A	-1.60% Aug 13, 2025 - Aug 22, 2025