IBTR vs AAPY
Comparison between iShares iBonds Dec 2036 Term Treasury ETF (IBTR, ETF) and Kurv Yield Premium Strategy Apple (AAPL) ETF (AAPY, ETF).
IBTR vs AAPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBTR
$6.20M
AAPY
$6.20M
Expense Ratio
Winner
IBTR
0.07%
AAPY
0.99%
Max Drawdown
Winner
IBTR
3.25%
AAPY
35.24%
Sharpe Ratio
IBTR
-0.19
Winner
AAPY
1.35
5Y Beta
Winner
IBTR
0.21
AAPY
0.97
IBTR vs AAPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBTR
+0.31%
AAPY
-1.65%
3M
IBTR
+0.54%
Winner
AAPY
+15.29%
6M
IBTR
N/A
AAPY
+4.54%
1Y
IBTR
N/A
AAPY
+36.04%
Max(CAGR)
IBTR
+2.57%
Winner
AAPY
+16.00%
IBTR vs AAPY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBTR | AAPY |
|---|---|---|
| 2026 | +0.54% | +7.19% |
| 2025 | N/A | +7.27% |
| 2024 | N/A | +24.80% |
| 2023 | N/A | +9.23% |
IBTR vs AAPY Drawdown Comparison
The maximum drawdown for IBTR was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for AAPY was -29.24%, occurring on Apr 8, 2025. Recovery took 211 trading sessions.
The current IBTR drawdown is -1.14%. The current AAPY drawdown is -8.37%.
| Rank | IBTR | AAPY |
|---|---|---|
| #1 | -2.88% Apr 17, 2026 - May 19, 2026 | -29.24% Dec 26, 2024 - Oct 30, 2025 |
| #2 | -0.45% Apr 14, 2026 - Apr 17, 2026 | -14.46% Dec 2, 2025 - May 5, 2026 |
| #3 | -0.20% Apr 2, 2026 - Apr 8, 2026 | -12.79% Jan 23, 2024 - Jun 11, 2024 |
| #4 | -0.18% Apr 8, 2026 - Apr 14, 2026 | -8.37% Jun 2, 2026 - Jun 12, 2026 |
| #5 | -0.13% Mar 31, 2026 - Apr 2, 2026 | -8.26% Jul 16, 2024 - Aug 20, 2024 |
| #6 | -0.07% Mar 26, 2026 - Mar 30, 2026 | -6.43% Dec 15, 2023 - Jan 23, 2024 |
| #7 | N/A | -5.00% Oct 21, 2024 - Dec 2, 2024 |
| #8 | N/A | -4.87% Aug 29, 2024 - Sep 19, 2024 |
| #9 | N/A | -4.31% Sep 30, 2024 - Oct 15, 2024 |
| #10 | N/A | -2.15% Nov 11, 2025 - Nov 24, 2025 |
| #11 | N/A | -2.14% May 29, 2026 - Jun 2, 2026 |
| #12 | N/A | -1.15% Sep 20, 2024 - Sep 30, 2024 |
| #13 | N/A | -1.13% Dec 17, 2024 - Dec 20, 2024 |
| #14 | N/A | -1.12% Jul 10, 2024 - Jul 15, 2024 |
| #15 | N/A | -0.98% May 15, 2026 - May 20, 2026 |
Correlation
Correlation between IBTR and AAPY is -0.76 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.76
-101
Dividend Comparison (2023 - 2026)
IBTR vs AAPY dividend yield comparison.
| Year | IBTR | AAPY |
|---|---|---|
| 2026 | 0.67% | 5.17% |
| 2025 | 0.00% | 12.66% |
| 2024 | 0.00% | 17.15% |
| 2023 | 0.00% | 2.16% |
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