IBTO vs VFQY

Comparison between ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF) and VANGUARD U.S. QUALITY FACTOR ETF ETF SHARES (VFQY, ETF).

IBTO vs VFQY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTO(ETF)	VFQY(ETF)
Net Assets	$463M	$463M
Expense Ratio	0.07%	0.13%
Max Drawdown	9.04%	37.66%
Sharpe Ratio	0.05	1.14
5Y Beta	-0.01	0.93
P/E Ratio	N/A	25.63
Forward P/E	N/A	16.56
5Y Dividends CAGR	N/A	12.38%
5Y EPS CAGR	N/A	17.43%
Debt to Equity	N/A	63.32%
P/S Ratio	N/A	1.76
P/B Ratio	N/A	3.72

Net Assets

IBTO

$463M

Winner

VFQY

$463M

Expense Ratio

Winner

IBTO

0.07%

VFQY

0.13%

Max Drawdown

Winner

IBTO

9.04%

VFQY

37.66%

Sharpe Ratio

IBTO

0.05

Winner

VFQY

1.14

5Y Beta

Winner

IBTO

-0.01

VFQY

0.93

P/E Ratio

IBTO

N/A

VFQY

25.63

Forward P/E

IBTO

N/A

VFQY

16.56

5Y Dividends CAGR

IBTO

N/A

VFQY

12.38%

5Y EPS CAGR

IBTO

N/A

VFQY

17.43%

Debt to Equity

IBTO

N/A

VFQY

63.32%

P/S Ratio

IBTO

N/A

VFQY

1.76

P/B Ratio

IBTO

N/A

VFQY

3.72

IBTO vs VFQY - Historical Returns

Returns include dividend reinvestment.

Period	IBTO	VFQY
1 month	+0.08%	+4.89%
3 months	-0.60%	+11.59%
6 months	-0.16%	+7.77%
1 year	+3.42%	+19.99%
5 years(CAGR)	N/A	+8.52%
10 years(CAGR)	N/A	+11.32%
Max(CAGR)	+2.85%	+11.32%

IBTO

+0.08%

Winner

VFQY

+4.89%

IBTO

-0.60%

Winner

VFQY

+11.59%

IBTO

-0.16%

Winner

VFQY

+7.77%

IBTO

+3.42%

Winner

VFQY

+19.99%

5Y(CAGR)

IBTO

N/A

VFQY

+8.52%

10Y(CAGR)

IBTO

N/A

VFQY

+11.32%

Max(CAGR)

IBTO

+2.85%

Winner

VFQY

+11.32%

IBTO vs VFQY - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	IBTO	VFQY
2026	-0.39%	+9.01%
2025	+8.05%	+10.45%
2024	-0.45%	+13.50%
2023	+1.71%	+23.09%
2022	N/A	-15.77%
2021	N/A	+29.41%
2020	N/A	+16.57%
2019	N/A	+24.76%
2018	N/A	-7.84%

IBTO vs VFQY Drawdown Comparison

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

The maximum drawdown for VFQY was -37.41%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.

The current IBTO drawdown is -2.49%.

Rank	IBTO	VFQY
#1	-8.35% Jul 19, 2023 - Dec 14, 2023	-37.41% Jan 16, 2020 - Sep 2, 2020
#2	-6.91% Sep 16, 2024 - Aug 1, 2025	-25.93% Nov 16, 2021 - Dec 14, 2023
#3	-5.50% Dec 27, 2023 - Jul 31, 2024	-23.84% Aug 29, 2018 - Dec 12, 2019
#4	-3.65% Feb 27, 2026 - May 19, 2026	-20.67% Dec 4, 2024 - Aug 13, 2025
#5	-1.86% Jun 30, 2023 - Jul 13, 2023	-9.35% Sep 2, 2020 - Oct 9, 2020
#6	-1.61% Aug 5, 2024 - Aug 21, 2024	-9.12% Feb 6, 2026 - May 5, 2026
#7	-1.38% Nov 26, 2025 - Feb 12, 2026	-7.85% Jul 16, 2024 - Aug 23, 2024
#8	-1.18% Oct 22, 2025 - Nov 25, 2025	-6.96% Oct 12, 2020 - Nov 5, 2020
#9	-1.03% Sep 11, 2025 - Oct 14, 2025	-6.84% Mar 12, 2018 - May 16, 2018
#10	-0.75% Aug 21, 2024 - Sep 4, 2024	-6.49% Mar 28, 2024 - Jul 11, 2024
#11	-0.59% Aug 4, 2025 - Aug 22, 2025	-5.80% Oct 27, 2025 - Dec 3, 2025
#12	-0.52% Jul 13, 2023 - Jul 19, 2023	-5.13% Sep 2, 2021 - Oct 21, 2021
#13	-0.32% Dec 14, 2023 - Dec 20, 2023	-4.79% Mar 15, 2021 - Apr 5, 2021
#14	-0.31% Aug 28, 2025 - Sep 3, 2025	-4.79% May 7, 2021 - Jun 7, 2021
#15	-0.28% Dec 20, 2023 - Dec 27, 2023	-4.77% Aug 23, 2024 - Sep 19, 2024