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IBTL vs SSUS

Comparison between ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF) and DAY HAGAN SMART SECTOR ETF (SSUS, ETF).

5-Year PerformanceSSUS has outperformed IBTL, delivering a return of +11.2% compared to -1.6%

IBTL vs SSUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IBTL
$555M
SSUS
$553M
Expense Ratio
Winner
IBTL
0.07%
SSUS
0.77%
Max Drawdown
IBTL
24.74%
Winner
SSUS
23.75%
Sharpe Ratio
IBTL
-0.22
Winner
SSUS
1.60
5Y Beta
Winner
IBTL
-0.02
SSUS
0.95
5Y Dividends CAGR
IBTL
N/A
SSUS
11.62%

IBTL vs SSUS - Historical Returns

Returns include dividend reinvestment.

1M
IBTL
-0.55%
Winner
SSUS
+3.08%
3M
IBTL
-1.46%
Winner
SSUS
+10.64%
6M
IBTL
-0.56%
Winner
SSUS
+10.64%
1Y
IBTL
+3.13%
Winner
SSUS
+26.52%
5Y(CAGR)
IBTL
-1.60%
Winner
SSUS
+11.21%
Max(CAGR)
IBTL
-1.60%
Winner
SSUS
+13.55%

IBTL vs SSUS - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearIBTLSSUS
2026-0.71%+10.88%
2025+7.90%+16.81%
2024+0.67%+19.61%
2023+2.84%+18.62%
2022-15.60%-18.25%
2021-1.38%+30.08%
2020N/A+17.44%

IBTL vs SSUS 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 SSUS was -23.75%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current IBTL drawdown is -7.54%. The current SSUS drawdown is -3.86%.

RankIBTLSSUS
#1-20.93%
Sep 1, 2021 - Oct 19, 2023
-23.75%
Feb 19, 2020 - Aug 3, 2020
#2N/A-23.45%
Jan 4, 2022 - Feb 9, 2024
#3N/A-17.60%
Feb 19, 2025 - Jun 24, 2025
#4N/A-9.25%
Sep 2, 2020 - Nov 13, 2020
#5N/A-9.05%
Jan 28, 2026 - Apr 14, 2026
#6N/A-8.67%
Jul 16, 2024 - Sep 19, 2024
#7N/A-5.73%
Oct 27, 2025 - Dec 24, 2025
#8N/A-5.54%
Mar 28, 2024 - May 15, 2024
#9N/A-4.93%
Dec 4, 2024 - Feb 18, 2025
#10N/A-4.67%
Sep 3, 2021 - Oct 19, 2021
#11N/A-4.57%
Feb 12, 2021 - Mar 12, 2021
#12N/A-4.19%
Nov 24, 2021 - Dec 10, 2021
#13N/A-3.86%
Jun 2, 2026 - Jun 5, 2026
#14N/A-3.80%
May 7, 2021 - Jun 4, 2021
#15N/A-3.51%
Dec 10, 2021 - Dec 27, 2021

Correlation

Correlation between IBTL and SSUS is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2020 - 2026)

IBTL vs SSUS dividend yield comparison.

YearIBTLSSUS
20261.63%0.00%
20253.93%0.52%
20244.07%0.68%
20233.04%1.07%
20222.36%0.63%
20210.70%0.55%
20200.00%0.50%

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