IBTQ vs BCHP
Comparison between ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF) and PRINCIPAL FOCUSED BLUE CHIP ETF (BCHP, ETF).
IBTQ vs BCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTQ
$228M
Winner
BCHP
$230M
Expense Ratio
Winner
IBTQ
0.07%
BCHP
0.58%
Max Drawdown
Winner
IBTQ
5.12%
BCHP
19.09%
Sharpe Ratio
Winner
IBTQ
0.08
BCHP
-0.09
5Y Beta
Winner
IBTQ
0.01
BCHP
0.99
P/E Ratio
IBTQ
N/A
BCHP
30.86
Forward P/E
IBTQ
N/A
BCHP
25.50
PEG Ratio
IBTQ
N/A
BCHP
0.75
5Y EPS CAGR
IBTQ
N/A
BCHP
31.78%
Debt to Equity
IBTQ
N/A
BCHP
17.61%
P/S Ratio
IBTQ
N/A
BCHP
7.41
P/B Ratio
IBTQ
N/A
BCHP
8.79
IBTQ vs BCHP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTQ
+0.23%
BCHP
-3.06%
3M
IBTQ
-0.63%
Winner
BCHP
+7.58%
6M
Winner
IBTQ
-0.11%
BCHP
-2.95%
1Y
Winner
IBTQ
+3.60%
BCHP
+0.69%
Max(CAGR)
IBTQ
+3.76%
Winner
BCHP
+13.55%
IBTQ vs BCHP - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBTQ | BCHP |
|---|---|---|
| 2026 | -0.42% | -2.95% |
| 2025 | +5.09% | +10.71% |
| 2024 | N/A | +22.08% |
| 2023 | N/A | +12.89% |
IBTQ vs BCHP Drawdown Comparison
The maximum drawdown for IBTQ was -4.26%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for BCHP was -18.56%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current IBTQ drawdown is -2.74%. The current BCHP drawdown is -6.19%.
| Rank | IBTQ | BCHP |
|---|---|---|
| #1 | -4.26% Feb 27, 2026 - May 19, 2026 | -18.56% Jan 23, 2025 - Jun 6, 2025 |
| #2 | -3.90% Apr 4, 2025 - Aug 28, 2025 | -18.12% Oct 28, 2025 - Mar 27, 2026 |
| #3 | -1.60% Nov 26, 2025 - Feb 12, 2026 | -8.61% Sep 14, 2023 - Nov 10, 2023 |
| #4 | -1.45% Oct 22, 2025 - Nov 25, 2025 | -8.20% Jul 5, 2024 - Sep 17, 2024 |
| #5 | -1.09% Sep 11, 2025 - Oct 10, 2025 | -5.47% Dec 11, 2024 - Jan 23, 2025 |
| #6 | -0.52% Aug 28, 2025 - Sep 4, 2025 | -4.77% Mar 21, 2024 - May 7, 2024 |
| #7 | -0.29% Sep 8, 2025 - Sep 10, 2025 | -4.28% Sep 19, 2025 - Oct 28, 2025 |
| #8 | -0.23% Feb 13, 2026 - Feb 23, 2026 | -3.83% May 21, 2024 - Jun 21, 2024 |
| #9 | -0.14% Oct 16, 2025 - Oct 20, 2025 | -3.12% Nov 13, 2024 - Dec 4, 2024 |
| #10 | -0.12% Apr 1, 2025 - Apr 3, 2025 | -3.09% Jul 31, 2023 - Aug 29, 2023 |
| #11 | -0.11% Mar 26, 2025 - Mar 28, 2025 | -2.98% Jul 31, 2025 - Sep 19, 2025 |
| #12 | -0.10% Oct 14, 2025 - Oct 16, 2025 | -2.89% Dec 28, 2023 - Jan 12, 2024 |
| #13 | -0.10% Feb 23, 2026 - Feb 26, 2026 | -2.81% Jun 10, 2025 - Jun 26, 2025 |
| #14 | N/A | -2.71% Sep 23, 2024 - Oct 14, 2024 |
| #15 | N/A | -2.40% Feb 9, 2024 - Feb 23, 2024 |
Correlation
Correlation between IBTQ and BCHP is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
0.24
-101
Dividend Comparison (2023 - 2026)
IBTQ vs BCHP dividend yield comparison.
| Year | IBTQ | BCHP |
|---|---|---|
| 2026 | 1.59% | 0.00% |
| 2025 | 2.80% | 0.00% |
| 2024 | 0.00% | 1.02% |
| 2023 | 0.00% | 0.19% |
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