IBTO vs KIE

Comparison between ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF) and STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF).

IBTO vs KIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTO(ETF)	KIE(ETF)
Net Assets	$454M	$453M
Expense Ratio	0.07%	0.35%
Max Drawdown	9.04%	76.17%
Sharpe Ratio	-0.14	-0.24
5Y Beta	-0.01	0.57
P/E Ratio	N/A	11.59
Forward P/E	N/A	9.93
5Y Dividends CAGR	N/A	9.02%
5Y EPS CAGR	N/A	10.93%
Debt to Equity	N/A	24.82%
P/S Ratio	N/A	1.04
P/B Ratio	N/A	1.47

Net Assets

Winner

IBTO

$454M

KIE

$453M

Expense Ratio

Winner

IBTO

0.07%

KIE

0.35%

Max Drawdown

Winner

IBTO

9.04%

KIE

76.17%

Sharpe Ratio

Winner

IBTO

-0.14

KIE

-0.24

5Y Beta

Winner

IBTO

-0.01

KIE

0.57

P/E Ratio

IBTO

N/A

KIE

11.59

Forward P/E

IBTO

N/A

KIE

9.93

5Y Dividends CAGR

IBTO

N/A

KIE

9.02%

5Y EPS CAGR

IBTO

N/A

KIE

10.93%

Debt to Equity

IBTO

N/A

KIE

24.82%

P/S Ratio

IBTO

N/A

KIE

1.04

P/B Ratio

IBTO

N/A

KIE

1.47

IBTO vs KIE - Historical Returns

Returns include dividend reinvestment.

Period	IBTO	KIE
1 month	-0.59%	+0.62%
3 months	-1.86%	-1.13%
6 months	-0.92%	-2.12%
1 year	+3.24%	-1.54%
5 years(CAGR)	N/A	+9.26%
10 years(CAGR)	N/A	+10.91%
Max(CAGR)	+2.69%	+7.72%

IBTO

-0.59%

Winner

KIE

+0.62%

IBTO

-1.86%

Winner

KIE

-1.13%

Winner

IBTO

-0.92%

KIE

-2.12%

Winner

IBTO

+3.24%

KIE

-1.54%

5Y(CAGR)

IBTO

N/A

KIE

+9.26%

10Y(CAGR)

IBTO

N/A

KIE

+10.91%

Max(CAGR)

IBTO

+2.69%

Winner

KIE

+7.72%

IBTO vs KIE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IBTO	KIE
2026	-0.88%	-3.89%
2025	+8.05%	+8.86%
2024	-0.45%	+26.14%
2023	+1.71%	+12.19%
2022	N/A	+3.60%
2021	N/A	+26.07%
2020	N/A	-3.57%
2019	N/A	+27.82%
2018	N/A	-4.78%
2017	N/A	+12.51%
2016	N/A	+23.48%
2015	N/A	+6.62%
2014	N/A	+9.60%
2013	N/A	+42.28%
2012	N/A	+19.51%
2011	N/A	-14.08%
2010	N/A	+23.40%
2009	N/A	+26.36%
2008	N/A	-45.50%
2007	N/A	-5.95%
2006	N/A	+10.22%
2005	N/A	+0.20%

IBTO vs KIE Drawdown Comparison

The maximum drawdown for IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.

The maximum drawdown for KIE was -75.31%, occurring on Mar 9, 2009. Recovery took 1510 trading sessions.

The current IBTO drawdown is -2.97%. The current KIE drawdown is -6.29%.

Rank	IBTO	KIE
#1	-8.35% Jul 19, 2023 - Dec 14, 2023	-75.31% May 16, 2007 - May 15, 2013
#2	-6.91% Sep 16, 2024 - Aug 1, 2025	-44.30% Feb 14, 2020 - Mar 10, 2021
#3	-5.50% Dec 27, 2023 - Jul 31, 2024	-17.87% Sep 21, 2018 - Apr 16, 2019
#4	-3.65% Feb 27, 2026 - May 19, 2026	-15.69% Mar 29, 2022 - Nov 25, 2022
#5	-1.86% Jun 30, 2023 - Jul 13, 2023	-15.21% Dec 1, 2015 - May 24, 2016
#6	-1.61% Aug 5, 2024 - Aug 21, 2024	-15.10% Feb 13, 2023 - Sep 19, 2023
#7	-1.38% Nov 26, 2025 - Feb 12, 2026	-12.66% Nov 27, 2024 - Dec 22, 2025
#8	-1.18% Oct 22, 2025 - Nov 25, 2025	-11.81% Dec 24, 2025 - Mar 27, 2026
#9	-1.03% Sep 11, 2025 - Oct 14, 2025	-9.40% Aug 18, 2015 - Dec 1, 2015
#10	-0.75% Aug 21, 2024 - Sep 4, 2024	-9.37% Dec 31, 2013 - May 12, 2014
#11	-0.59% Aug 4, 2025 - Aug 22, 2025	-9.05% Oct 25, 2021 - Jan 11, 2022
#12	-0.52% Jul 13, 2023 - Jul 19, 2023	-8.86% Aug 4, 2017 - Oct 13, 2017
#13	-0.32% Dec 14, 2023 - Dec 20, 2023	-8.77% Jun 2, 2016 - Aug 8, 2016
#14	-0.31% Aug 28, 2025 - Sep 3, 2025	-8.74% Jan 11, 2022 - Mar 22, 2022
#15	-0.28% Dec 20, 2023 - Dec 27, 2023	-8.45% Jan 11, 2006 - Sep 25, 2006

Correlation

Correlation between IBTO and KIE is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2005 - 2026)

IBTO vs KIE dividend yield comparison.

Year	IBTO	KIE
2026	1.72%	0.49%
2025	4.05%	1.57%
2024	4.23%	1.48%
2023	1.66%	1.45%
2022	0.00%	1.90%
2021	0.00%	1.95%
2020	0.00%	1.85%
2019	0.00%	1.76%
2018	0.00%	1.83%
2017	0.00%	1.56%
2016	0.00%	1.55%
2015	0.00%	1.65%
2014	0.00%	1.81%
2013	0.00%	1.38%
2012	0.00%	1.97%
2011	0.00%	1.67%
2010	0.00%	1.60%
2009	0.00%	1.42%
2008	0.00%	2.79%
2007	0.00%	1.83%
2006	0.00%	1.36%
2005	0.00%	0.21%