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IBTP vs AAAA

Comparison between ISHARES IBONDS DEC 2034 TERM TREASURY ETF (IBTP, ETF) and AMPLIUS AGGRESSIVE ASSET ALLOCATION ETF (AAAA, ETF).

IBTP vs AAAA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBTP
$267M
Winner
AAAA
$267M
Expense Ratio
Winner
IBTP
0.07%
AAAA
0.49%
Max Drawdown
IBTP
8.50%
Winner
AAAA
7.92%
Sharpe Ratio
IBTP
-0.08
Winner
AAAA
1.55
5Y Beta
Winner
IBTP
0.00
AAAA
0.91

IBTP vs AAAA - Historical Returns

Returns include dividend reinvestment.

1M
IBTP
-0.61%
Winner
AAAA
+1.39%
3M
IBTP
-2.00%
Winner
AAAA
+8.91%
6M
IBTP
-0.97%
Winner
AAAA
+9.61%
1Y
IBTP
+3.40%
Winner
AAAA
+20.32%
Max(CAGR)
IBTP
+3.74%
Winner
AAAA
+23.18%

IBTP vs AAAA - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearIBTPAAAA
2026-0.93%+9.13%
2025+8.08%+9.90%
2024+0.42%N/A

IBTP vs AAAA Drawdown Comparison

The maximum drawdown for IBTP was -7.40%, occurring on Jan 14, 2025. Recovery took 242 trading sessions.

The maximum drawdown for AAAA was -7.83%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.

The current IBTP drawdown is -3.16%. The current AAAA drawdown is -3.13%.

RankIBTPAAAA
#1-7.40%
Sep 16, 2024 - Sep 4, 2025
-7.83%
Feb 25, 2026 - Apr 14, 2026
#2-3.98%
Feb 27, 2026 - May 19, 2026
-3.92%
Oct 29, 2025 - Dec 5, 2025
#3-1.93%
Jun 14, 2024 - Jul 11, 2024
-3.13%
Jun 2, 2026 - Jun 5, 2026
#4-1.67%
Aug 5, 2024 - Sep 4, 2024
-2.63%
Oct 8, 2025 - Oct 24, 2025
#5-1.49%
Nov 26, 2025 - Feb 12, 2026
-2.10%
Dec 11, 2025 - Dec 23, 2025
#6-1.31%
Oct 22, 2025 - Nov 25, 2025
-2.00%
Jul 25, 2025 - Aug 8, 2025
#7-1.09%
Sep 11, 2025 - Oct 14, 2025
-2.00%
May 14, 2026 - May 26, 2026
#8-1.03%
Jul 17, 2024 - Jul 30, 2024
-1.98%
Jan 12, 2026 - Jan 26, 2026
#9-0.33%
Jul 12, 2024 - Jul 16, 2024
-1.71%
Jan 28, 2026 - Feb 9, 2026
#10-0.25%
Sep 10, 2024 - Sep 16, 2024
-1.47%
Feb 9, 2026 - Feb 25, 2026
#11-0.23%
Feb 13, 2026 - Feb 23, 2026
-1.39%
Aug 13, 2025 - Aug 27, 2025
#12-0.21%
Oct 16, 2025 - Oct 21, 2025
-1.18%
Aug 28, 2025 - Sep 4, 2025
#13-0.13%
Sep 8, 2025 - Sep 10, 2025
-1.04%
Sep 22, 2025 - Oct 1, 2025
#14-0.11%
Feb 23, 2026 - Feb 26, 2026
-1.00%
Apr 17, 2026 - Apr 24, 2026
#15-0.08%
Oct 14, 2025 - Oct 16, 2025
-0.98%
Dec 24, 2025 - Jan 6, 2026

Correlation

Correlation between IBTP and AAAA is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39
-101

Dividend Comparison (2024 - 2026)

IBTP vs AAAA dividend yield comparison.

YearIBTPAAAA
20261.65%0.08%
20253.92%0.79%
20241.78%0.00%

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