IBTM vs RSPU
Comparison between ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF) and INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF (RSPU, ETF).
IBTM vs RSPU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTM
$541M
Winner
RSPU
$542M
Expense Ratio
Winner
IBTM
0.07%
RSPU
0.40%
Max Drawdown
Winner
IBTM
16.81%
RSPU
51.30%
Sharpe Ratio
IBTM
0.18
Winner
RSPU
0.76
5Y Beta
Winner
IBTM
-0.02
RSPU
0.31
P/E Ratio
IBTM
N/A
RSPU
18.60
Forward P/E
IBTM
N/A
RSPU
16.91
PEG Ratio
IBTM
N/A
RSPU
0.81
5Y Dividends CAGR
IBTM
N/A
RSPU
5.68%
5Y EPS CAGR
IBTM
N/A
RSPU
14.95%
Debt to Equity
IBTM
N/A
RSPU
125.56%
P/S Ratio
IBTM
N/A
RSPU
2.41
P/B Ratio
IBTM
N/A
RSPU
2.18
IBTM vs RSPU - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTM
+0.07%
RSPU
-0.11%
3M
Winner
IBTM
-0.54%
RSPU
-2.64%
6M
IBTM
-0.07%
Winner
RSPU
+7.65%
1Y
IBTM
+3.34%
Winner
RSPU
+14.09%
5Y(CAGR)
IBTM
N/A
RSPU
+10.84%
10Y(CAGR)
IBTM
N/A
RSPU
+9.61%
Max(CAGR)
IBTM
+1.52%
Winner
RSPU
+9.05%
IBTM vs RSPU - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IBTM | RSPU |
|---|---|---|
| 2026 | -0.31% | +5.78% |
| 2025 | +7.99% | +16.42% |
| 2024 | +0.25% | +21.77% |
| 2023 | +2.94% | -3.20% |
| 2022 | -4.63% | +5.17% |
| 2021 | N/A | +19.91% |
| 2020 | N/A | -1.23% |
| 2019 | N/A | +25.34% |
| 2018 | N/A | +7.45% |
| 2017 | N/A | +9.02% |
| 2016 | N/A | +16.09% |
| 2015 | N/A | -4.67% |
| 2014 | N/A | +29.86% |
| 2013 | N/A | +11.25% |
| 2012 | N/A | +8.12% |
| 2011 | N/A | +12.75% |
| 2010 | N/A | +11.90% |
| 2009 | N/A | +20.78% |
| 2008 | N/A | -29.95% |
| 2007 | N/A | +9.97% |
| 2006 | N/A | +4.93% |
IBTM vs RSPU Drawdown Comparison
The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.
The maximum drawdown for RSPU was -48.10%, occurring on Mar 9, 2009. Recovery took 1002 trading sessions.
The current IBTM drawdown is -2.24%. The current RSPU drawdown is -5.28%.
| Rank | IBTM | RSPU |
|---|---|---|
| #1 | -13.59% Aug 1, 2022 - Aug 1, 2025 | -48.10% May 22, 2007 - May 12, 2011 |
| #2 | -3.26% Feb 27, 2026 - May 19, 2026 | -36.82% Feb 18, 2020 - Aug 12, 2021 |
| #3 | -1.12% Nov 26, 2025 - Feb 10, 2026 | -21.86% Sep 12, 2022 - May 15, 2024 |
| #4 | -1.07% Oct 21, 2025 - Nov 24, 2025 | -16.12% Apr 20, 2022 - Aug 15, 2022 |
| #5 | -1.05% Jul 13, 2022 - Jul 22, 2022 | -14.91% May 20, 2011 - Dec 21, 2011 |
| #6 | -0.97% Sep 11, 2025 - Oct 13, 2025 | -14.16% Dec 29, 2014 - Feb 25, 2016 |
| #7 | -0.54% Aug 4, 2025 - Aug 22, 2025 | -14.15% Nov 30, 2017 - Aug 16, 2018 |
| #8 | -0.40% Jul 22, 2022 - Jul 28, 2022 | -12.99% Jul 22, 2016 - May 24, 2017 |
| #9 | -0.24% Aug 29, 2025 - Sep 3, 2025 | -11.27% Apr 30, 2013 - Feb 18, 2014 |
| #10 | -0.22% Feb 10, 2026 - Feb 12, 2026 | -9.30% Nov 29, 2024 - May 6, 2025 |
| #11 | -0.21% Feb 13, 2026 - Feb 23, 2026 | -8.96% Dec 13, 2018 - Mar 4, 2019 |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | -8.66% Oct 18, 2012 - Feb 11, 2013 |
| #13 | -0.19% Sep 8, 2025 - Sep 11, 2025 | -8.47% Feb 27, 2026 - Jun 1, 2026 |
| #14 | -0.17% Aug 22, 2025 - Aug 26, 2025 | -8.30% Sep 2, 2021 - Dec 15, 2021 |
| #15 | -0.13% Feb 23, 2026 - Feb 26, 2026 | -7.81% Oct 15, 2025 - Feb 12, 2026 |
Correlation
Correlation between IBTM and RSPU is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (2006 - 2026)
IBTM vs RSPU dividend yield comparison.
| Year | IBTM | RSPU |
|---|---|---|
| 2026 | 1.63% | 0.67% |
| 2025 | 3.87% | 2.54% |
| 2024 | 3.96% | 2.39% |
| 2023 | 3.39% | 2.92% |
| 2022 | 1.38% | 2.35% |
| 2021 | 0.00% | 2.41% |
| 2020 | 0.00% | 2.94% |
| 2019 | 0.00% | 2.54% |
| 2018 | 0.00% | 3.11% |
| 2017 | 0.00% | 3.08% |
| 2016 | 0.00% | 2.98% |
| 2015 | 0.00% | 4.15% |
| 2014 | 0.00% | 2.91% |
| 2013 | 0.00% | 3.70% |
| 2012 | 0.00% | 3.59% |
| 2011 | 0.00% | 4.14% |
| 2010 | 0.00% | 3.54% |
| 2009 | 0.00% | 3.77% |
| 2008 | 0.00% | 4.71% |
| 2007 | 0.00% | 2.90% |
| 2006 | 0.00% | 0.48% |
Select Stocks to Compare
Popular: IBTM vs SPYRSPU vs SPY
More Comparisons
Compare with similar stocks