IBTQ vs SPRE
Comparison between ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF) and SP FUNDS S&P GLOBAL REIT SHARIA ETF (SPRE, ETF).
IBTQ vs SPRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTQ
$218M
SPRE
$217M
Expense Ratio
Winner
IBTQ
0.07%
SPRE
0.50%
Max Drawdown
Winner
IBTQ
5.12%
SPRE
42.60%
Sharpe Ratio
IBTQ
-0.09
Winner
SPRE
0.61
5Y Beta
Winner
IBTQ
0.01
SPRE
0.56
P/E Ratio
IBTQ
N/A
SPRE
24.14
Forward P/E
IBTQ
N/A
SPRE
47.20
PEG Ratio
IBTQ
N/A
SPRE
0.11
5Y Dividends CAGR
IBTQ
N/A
SPRE
21.01%
5Y EPS CAGR
IBTQ
N/A
SPRE
19.56%
Debt to Equity
IBTQ
N/A
SPRE
52.80%
P/S Ratio
IBTQ
N/A
SPRE
8.68
P/B Ratio
IBTQ
N/A
SPRE
2.67
IBTQ vs SPRE - Historical Returns
Returns include dividend reinvestment.
1M
IBTQ
-0.65%
Winner
SPRE
-0.30%
3M
IBTQ
-2.10%
Winner
SPRE
+2.80%
6M
IBTQ
-1.04%
Winner
SPRE
+10.02%
1Y
IBTQ
+3.35%
Winner
SPRE
+11.39%
5Y(CAGR)
IBTQ
N/A
SPRE
+1.76%
Max(CAGR)
IBTQ
+3.29%
Winner
SPRE
+4.77%
IBTQ vs SPRE - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBTQ | SPRE |
|---|---|---|
| 2026 | -1.02% | +8.32% |
| 2025 | +5.09% | +3.80% |
| 2024 | N/A | +1.23% |
| 2023 | N/A | +9.40% |
| 2022 | N/A | -28.07% |
| 2021 | N/A | +48.45% |
| 2020 | N/A | +0.73% |
IBTQ vs SPRE 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 SPRE was -38.33%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The current IBTQ drawdown is -3.33%. The current SPRE drawdown is -11.68%.
| Rank | IBTQ | SPRE |
|---|---|---|
| #1 | -4.26% Feb 27, 2026 - May 19, 2026 | -38.33% Dec 31, 2021 - Oct 27, 2023 |
| #2 | -3.90% Apr 4, 2025 - Aug 28, 2025 | -8.62% Sep 3, 2021 - Oct 28, 2021 |
| #3 | -1.60% Nov 26, 2025 - Feb 12, 2026 | -7.09% Feb 8, 2021 - Mar 16, 2021 |
| #4 | -1.45% Oct 22, 2025 - Nov 25, 2025 | -3.31% Dec 31, 2020 - Jan 20, 2021 |
| #5 | -1.09% Sep 11, 2025 - Oct 10, 2025 | -3.17% Apr 30, 2021 - May 24, 2021 |
| #6 | -0.52% Aug 28, 2025 - Sep 4, 2025 | -2.70% Nov 24, 2021 - Dec 7, 2021 |
| #7 | -0.29% Sep 8, 2025 - Sep 10, 2025 | -2.44% Mar 16, 2021 - Mar 26, 2021 |
| #8 | -0.23% Feb 13, 2026 - Feb 23, 2026 | -2.23% Jun 10, 2021 - Jul 7, 2021 |
| #9 | -0.14% Oct 16, 2025 - Oct 20, 2025 | -2.22% Jan 26, 2021 - Feb 2, 2021 |
| #10 | -0.12% Apr 1, 2025 - Apr 3, 2025 | -2.20% Jul 27, 2021 - Aug 20, 2021 |
| #11 | -0.11% Mar 26, 2025 - Mar 28, 2025 | -1.76% Aug 20, 2021 - Aug 30, 2021 |
| #12 | -0.10% Oct 14, 2025 - Oct 16, 2025 | -1.55% Oct 28, 2021 - Nov 17, 2021 |
| #13 | -0.10% Feb 23, 2026 - Feb 26, 2026 | -1.22% Jul 12, 2021 - Jul 20, 2021 |
| #14 | N/A | -1.20% Dec 13, 2021 - Dec 15, 2021 |
| #15 | N/A | -1.15% Dec 8, 2021 - Dec 13, 2021 |
Correlation
Correlation between IBTQ and SPRE is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2021 - 2026)
IBTQ vs SPRE dividend yield comparison.
| Year | IBTQ | SPRE |
|---|---|---|
| 2026 | 1.60% | 1.60% |
| 2025 | 2.80% | 4.10% |
| 2024 | 0.00% | 4.13% |
| 2023 | 0.00% | 4.16% |
| 2022 | 0.00% | 4.17% |
| 2021 | 0.00% | 2.83% |
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