IBTL vs SETM
Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and SPROTT CRITICAL MATERIALS ETF (SETM, ETF).
IBTL vs SETM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTL
$576M
SETM
$575M
Expense Ratio
Winner
IBTL
0.07%
SETM
0.65%
Max Drawdown
Winner
IBTL
24.74%
SETM
43.83%
Sharpe Ratio
IBTL
-0.33
Winner
SETM
1.02
5Y Beta
Winner
IBTL
-0.02
SETM
1.42
IBTL vs SETM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTL
+0.03%
SETM
-12.52%
3M
Winner
IBTL
-0.86%
SETM
-20.46%
6M
Winner
IBTL
-0.32%
SETM
-20.11%
1Y
IBTL
+2.33%
Winner
SETM
+47.87%
5Y(CAGR)
IBTL
-1.53%
SETM
N/A
Max(CAGR)
IBTL
-1.53%
Winner
SETM
+13.00%
IBTL vs SETM - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBTL | SETM |
|---|---|---|
| 2026 | -0.56% | -2.68% |
| 2025 | +7.90% | +89.36% |
| 2024 | +0.67% | -11.77% |
| 2023 | +2.84% | -11.13% |
| 2022 | -15.60% | N/A |
| 2021 | -1.38% | N/A |
IBTL vs SETM 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 SETM was -42.80%, occurring on Apr 8, 2025. Recovery took 292 trading sessions.
The current IBTL drawdown is -7.39%. The current SETM drawdown is -26.12%.
| Rank | IBTL | SETM |
|---|---|---|
| #1 | -20.93% Sep 1, 2021 - Oct 19, 2023 | -42.80% May 20, 2024 - Jul 22, 2025 |
| #2 | N/A | -28.92% Jan 28, 2026 - Jul 20, 2026 |
| #3 | N/A | -22.62% Feb 2, 2023 - May 17, 2024 |
| #4 | N/A | -18.60% Oct 14, 2025 - Dec 22, 2025 |
| #5 | N/A | -11.43% Jul 22, 2025 - Aug 11, 2025 |
| #6 | N/A | -6.36% Aug 18, 2025 - Aug 26, 2025 |
| #7 | N/A | -3.92% Dec 26, 2025 - Jan 2, 2026 |
| #8 | N/A | -3.02% Oct 9, 2025 - Oct 13, 2025 |
| #9 | N/A | -3.00% Sep 8, 2025 - Sep 15, 2025 |
| #10 | N/A | -2.20% Sep 15, 2025 - Sep 19, 2025 |
| #11 | N/A | -1.89% Jan 6, 2026 - Jan 9, 2026 |
| #12 | N/A | -1.55% Aug 29, 2025 - Sep 5, 2025 |
| #13 | N/A | -0.95% Sep 29, 2025 - Oct 2, 2025 |
| #14 | N/A | -0.89% Aug 12, 2025 - Aug 15, 2025 |
| #15 | N/A | -0.76% Sep 25, 2025 - Sep 29, 2025 |
Correlation
Correlation between IBTL and SETM is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2021 - 2026)
IBTL vs SETM dividend yield comparison.
| Year | IBTL | SETM |
|---|---|---|
| 2026 | 1.94% | 0.00% |
| 2025 | 3.93% | 1.56% |
| 2024 | 4.07% | 2.07% |
| 2023 | 3.04% | 2.47% |
| 2022 | 2.36% | 0.00% |
| 2021 | 0.70% | 0.00% |
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