IBTM vs RSPG
Comparison between ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF) and INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF (RSPG, ETF).
IBTM vs RSPG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTM
$558M
Winner
RSPG
$559M
Expense Ratio
Winner
IBTM
0.07%
RSPG
0.40%
Max Drawdown
Winner
IBTM
16.81%
RSPG
82.12%
Sharpe Ratio
IBTM
-0.55
Winner
RSPG
1.67
5Y Beta
Winner
IBTM
-0.01
RSPG
0.60
P/E Ratio
IBTM
N/A
RSPG
15.12
Forward P/E
IBTM
N/A
RSPG
12.91
PEG Ratio
IBTM
N/A
RSPG
0.05
5Y Dividends CAGR
IBTM
N/A
RSPG
16.96%
5Y EPS CAGR
IBTM
N/A
RSPG
24.20%
Debt to Equity
IBTM
N/A
RSPG
50.11%
P/S Ratio
IBTM
N/A
RSPG
1.65
P/B Ratio
IBTM
N/A
RSPG
2.36
IBTM vs RSPG - Historical Returns
Returns include dividend reinvestment.
1M
IBTM
+0.81%
Winner
RSPG
+3.40%
3M
IBTM
+0.40%
Winner
RSPG
+5.91%
6M
IBTM
-1.42%
Winner
RSPG
+14.89%
1Y
IBTM
+1.84%
Winner
RSPG
+47.11%
5Y(CAGR)
IBTM
+1.50%
Winner
RSPG
+25.98%
10Y(CAGR)
IBTM
N/A
RSPG
+9.55%
Max(CAGR)
IBTM
+1.50%
Winner
RSPG
+6.32%
IBTM vs RSPG - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IBTM | RSPG |
|---|---|---|
| 2026 | -0.08% | +37.95% |
| 2025 | +7.99% | +5.20% |
| 2024 | +0.25% | +5.19% |
| 2023 | +2.94% | +8.79% |
| 2022 | -4.63% | +52.54% |
| 2021 | N/A | +57.30% |
| 2020 | N/A | -32.54% |
| 2019 | N/A | +10.92% |
| 2018 | N/A | -26.16% |
| 2017 | N/A | -7.51% |
| 2016 | N/A | +35.67% |
| 2015 | N/A | -28.92% |
| 2014 | N/A | -13.65% |
| 2013 | N/A | +25.55% |
| 2012 | N/A | +1.58% |
| 2011 | N/A | -2.04% |
| 2010 | N/A | +21.80% |
| 2009 | N/A | +38.47% |
| 2008 | N/A | -49.06% |
| 2007 | N/A | +47.07% |
| 2006 | N/A | +2.54% |
IBTM vs RSPG Drawdown Comparison
The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.
The maximum drawdown for RSPG was -79.98%, occurring on Mar 18, 2020. Recovery took 1998 trading sessions.
The current IBTM drawdown is -2.01%. The current RSPG drawdown is -2.73%.
| Rank | IBTM | RSPG |
|---|---|---|
| #1 | -13.59% Aug 1, 2022 - Aug 1, 2025 | -79.98% Jun 23, 2014 - May 27, 2022 |
| #2 | -3.26% Feb 27, 2026 - May 19, 2026 | -65.50% Jun 23, 2008 - Sep 18, 2013 |
| #3 | -1.12% Nov 26, 2025 - Feb 10, 2026 | -28.47% Jun 7, 2022 - Aug 11, 2023 |
| #4 | -1.07% Oct 21, 2025 - Nov 24, 2025 | -23.07% Nov 22, 2024 - Dec 5, 2025 |
| #5 | -1.05% Jul 13, 2022 - Jul 22, 2022 | -18.93% Jan 3, 2008 - Apr 9, 2008 |
| #6 | -0.97% Sep 11, 2025 - Oct 13, 2025 | -13.72% Mar 27, 2026 - Aug 17, 2026 |
| #7 | -0.54% Aug 4, 2025 - Aug 22, 2025 | -13.67% Jul 23, 2007 - Sep 19, 2007 |
| #8 | -0.40% Jul 22, 2022 - Jul 28, 2022 | -13.62% Apr 5, 2024 - Nov 20, 2024 |
| #9 | -0.24% Aug 29, 2025 - Sep 3, 2025 | -13.14% Dec 14, 2006 - Apr 2, 2007 |
| #10 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -12.20% Oct 18, 2023 - Mar 14, 2024 |
| #11 | -0.21% Feb 13, 2026 - Feb 23, 2026 | -9.70% Nov 6, 2007 - Dec 21, 2007 |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | -9.21% Sep 14, 2023 - Oct 18, 2023 |
| #13 | -0.19% Sep 8, 2025 - Sep 11, 2025 | -6.89% Apr 21, 2008 - May 15, 2008 |
| #14 | -0.17% Aug 22, 2025 - Aug 26, 2025 | -6.76% Dec 5, 2025 - Jan 14, 2026 |
| #15 | -0.13% Feb 23, 2026 - Feb 26, 2026 | -6.47% Oct 22, 2013 - Feb 24, 2014 |
Correlation
Correlation between IBTM and RSPG is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2006 - 2026)
IBTM vs RSPG dividend yield comparison.
| Year | IBTM | RSPG |
|---|---|---|
| 2026 | 2.30% | 0.94% |
| 2025 | 3.87% | 2.60% |
| 2024 | 3.96% | 2.43% |
| 2023 | 3.39% | 2.84% |
| 2022 | 1.38% | 3.43% |
| 2021 | 0.00% | 2.37% |
| 2020 | 0.00% | 3.15% |
| 2019 | 0.00% | 2.15% |
| 2018 | 0.00% | 2.18% |
| 2017 | 0.00% | 2.55% |
| 2016 | 0.00% | 1.14% |
| 2015 | 0.00% | 2.80% |
| 2014 | 0.00% | 1.97% |
| 2013 | 0.00% | 0.98% |
| 2012 | 0.00% | 1.00% |
| 2011 | 0.00% | 0.87% |
| 2010 | 0.00% | 0.65% |
| 2009 | 0.00% | 0.87% |
| 2008 | 0.00% | 1.07% |
| 2007 | 0.00% | 3.07% |
| 2006 | 0.00% | 0.12% |
Select Stocks to Compare
Popular: IBTM vs SPYRSPG vs SPY
More Comparisons
Compare with similar stocks