IBTO vs PKB

Comparison between ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF) and INVESCO BUILDING & CONSTRUCTION ETF (PKB, ETF).

IBTO vs PKB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTO(ETF)	PKB(ETF)
Net Assets	$470M	$470M
Expense Ratio	0.07%	0.57%
Max Drawdown	9.04%	65.25%
Sharpe Ratio	-0.20	0.83
5Y Beta	-0.01	1.17
P/E Ratio	N/A	25.91
Forward P/E	N/A	21.68
PEG Ratio	N/A	0.88
5Y Dividends CAGR	N/A	9.15%
5Y EPS CAGR	N/A	16.81%
Debt to Equity	N/A	32.09%
P/S Ratio	N/A	2.02
P/B Ratio	N/A	3.30

Net Assets

IBTO

$470M

PKB

$470M

Expense Ratio

Winner

IBTO

0.07%

PKB

0.57%

Max Drawdown

Winner

IBTO

9.04%

PKB

65.25%

Sharpe Ratio

IBTO

-0.20

Winner

PKB

0.83

5Y Beta

Winner

IBTO

-0.01

PKB

1.17

P/E Ratio

IBTO

N/A

PKB

25.91

Forward P/E

IBTO

N/A

PKB

21.68

PEG Ratio

IBTO

N/A

PKB

0.88

5Y Dividends CAGR

IBTO

N/A

PKB

9.15%

5Y EPS CAGR

IBTO

N/A

PKB

16.81%

Debt to Equity

IBTO

N/A

PKB

32.09%

P/S Ratio

IBTO

N/A

PKB

2.02

P/B Ratio

IBTO

N/A

PKB

3.30

IBTO vs PKB - Historical Returns

Returns include dividend reinvestment.

Period	IBTO	PKB
1 month	-0.23%	-8.34%
3 months	-1.13%	-3.90%
6 months	-0.50%	+0.78%
1 year	+2.48%	+24.16%
5 years(CAGR)	N/A	+15.99%
10 years(CAGR)	N/A	+14.55%
Max(CAGR)	+2.60%	+10.15%

Winner

IBTO

-0.23%

PKB

-8.34%

Winner

IBTO

-1.13%

PKB

-3.90%

IBTO

-0.50%

Winner

PKB

+0.78%

IBTO

+2.48%

Winner

PKB

+24.16%

5Y(CAGR)

IBTO

N/A

PKB

+15.99%

10Y(CAGR)

IBTO

N/A

PKB

+14.55%

Max(CAGR)

IBTO

+2.60%

Winner

PKB

+10.15%

IBTO vs PKB - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	IBTO	PKB
2026	-0.82%	+7.49%
2025	+8.05%	+22.85%
2024	-0.45%	+22.09%
2023	+1.71%	+54.17%
2022	N/A	-23.89%
2021	N/A	+35.26%
2020	N/A	+24.01%
2019	N/A	+39.80%
2018	N/A	-31.46%
2017	N/A	+23.39%
2016	N/A	+20.26%
2015	N/A	+11.08%
2014	N/A	-2.31%
2013	N/A	+26.04%
2012	N/A	+43.79%
2011	N/A	-8.56%
2010	N/A	+13.77%
2009	N/A	-1.10%
2008	N/A	-34.03%
2007	N/A	+12.62%
2006	N/A	-0.94%
2005	N/A	+6.19%

IBTO vs PKB Drawdown Comparison

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

The maximum drawdown for PKB was -65.21%, occurring on Mar 9, 2009. Recovery took 1423 trading sessions.

The current IBTO drawdown is -2.91%. The current PKB drawdown is -10.50%.

Rank	IBTO	PKB
#1	-8.35% Jul 19, 2023 - Dec 14, 2023	-65.21% Jul 19, 2007 - Mar 14, 2013
#2	-6.91% Sep 16, 2024 - Aug 1, 2025	-52.29% Feb 20, 2020 - Oct 2, 2020
#3	-5.50% Dec 27, 2023 - Jul 31, 2024	-37.73% Jan 23, 2018 - Jan 23, 2020
#4	-3.65% Feb 27, 2026 - May 19, 2026	-34.84% Dec 31, 2021 - Jun 30, 2023
#5	-1.86% Jun 30, 2023 - Jul 13, 2023	-29.75% Nov 25, 2024 - Aug 7, 2025
#6	-1.61% Aug 5, 2024 - Aug 21, 2024	-26.86% Apr 19, 2006 - Apr 20, 2007
#7	-1.38% Nov 26, 2025 - Feb 12, 2026	-21.48% Dec 1, 2015 - Apr 13, 2016
#8	-1.18% Oct 22, 2025 - Nov 25, 2025	-18.31% Aug 8, 2023 - Dec 7, 2023
#9	-1.03% Sep 11, 2025 - Oct 14, 2025	-18.04% Mar 7, 2014 - Mar 20, 2015
#10	-0.75% Aug 21, 2024 - Sep 4, 2024	-15.41% Feb 20, 2026 - May 6, 2026
#11	-0.59% Aug 4, 2025 - Aug 22, 2025	-13.37% May 7, 2021 - Nov 22, 2021
#12	-0.52% Jul 13, 2023 - Jul 19, 2023	-13.04% Aug 18, 2015 - Nov 25, 2015
#13	-0.32% Dec 14, 2023 - Dec 20, 2023	-12.70% Jul 18, 2016 - Nov 15, 2016
#14	-0.31% Aug 28, 2025 - Sep 3, 2025	-12.21% May 17, 2013 - Oct 22, 2013
#15	-0.28% Dec 20, 2023 - Dec 27, 2023	-11.57% Jul 31, 2024 - Sep 16, 2024

Correlation

Correlation between IBTO and PKB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2005 - 2026)

IBTO vs PKB dividend yield comparison.

Year	IBTO	PKB
2026	2.07%	0.13%
2025	4.05%	0.14%
2024	4.23%	0.23%
2023	1.66%	0.33%
2022	0.00%	0.43%
2021	0.00%	0.25%
2020	0.00%	0.30%
2019	0.00%	0.37%
2018	0.00%	0.54%
2017	0.00%	0.17%
2016	0.00%	0.31%
2015	0.00%	0.11%
2014	0.00%	0.10%
2012	0.00%	0.53%
2011	0.00%	0.13%
2010	0.00%	6.00%
2009	0.00%	0.13%
2008	0.00%	0.19%
2007	0.00%	0.11%
2006	0.00%	0.02%
2005	0.00%	0.04%