IBTR vs CLCV

Comparison between iShares iBonds Dec 2036 Term Treasury ETF (IBTR, ETF) and Crossmark Large Cap Value ETF (CLCV, ETF).

IBTR vs CLCV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTR(ETF)	CLCV(ETF)
Net Assets	$17M	$17M
Expense Ratio	0.07%	0.50%
Max Drawdown	3.37%	6.94%
Sharpe Ratio	-0.52	1.59
5Y Beta	0.18	0.72
P/E Ratio	N/A	18.83
Forward P/E	N/A	16.41
PEG Ratio	N/A	0.29
5Y EPS CAGR	N/A	16.46%
Debt to Equity	N/A	-4.40%
P/S Ratio	N/A	1.75
P/B Ratio	N/A	3.31

Net Assets

IBTR

$17M

CLCV

$17M

Expense Ratio

Winner

IBTR

0.07%

CLCV

0.50%

Max Drawdown

Winner

IBTR

3.37%

CLCV

6.94%

Sharpe Ratio

IBTR

-0.52

Winner

CLCV

1.59

5Y Beta

Winner

IBTR

0.18

CLCV

0.72

P/E Ratio

IBTR

N/A

CLCV

18.83

Forward P/E

IBTR

N/A

CLCV

16.41

PEG Ratio

IBTR

N/A

CLCV

0.29

5Y EPS CAGR

IBTR

N/A

CLCV

16.46%

Debt to Equity

IBTR

N/A

CLCV

-4.40%

P/S Ratio

IBTR

N/A

CLCV

1.75

P/B Ratio

IBTR

N/A

CLCV

3.31

IBTR vs CLCV - Historical Returns

Returns include dividend reinvestment.

Period	IBTR	CLCV
1 month	+0.86%	+3.98%
3 months	+0.20%	+6.33%
6 months	+0.39%	+16.09%
1 year	N/A	+24.88%
Max(CAGR)	+0.93%	+21.95%

IBTR

+0.86%

Winner

CLCV

+3.98%

IBTR

+0.20%

Winner

CLCV

+6.33%

IBTR

+0.39%

Winner

CLCV

+16.09%

IBTR

N/A

CLCV

+24.88%

Max(CAGR)

IBTR

+0.93%

Winner

CLCV

+21.95%

IBTR vs CLCV - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	IBTR	CLCV
2026	+0.39%	+17.96%
2025	N/A	+4.88%

IBTR vs CLCV 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 CLCV was -6.94%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.

The current IBTR drawdown is -1.30%. The current CLCV drawdown is -0.61%.

Rank	IBTR	CLCV
#1	-2.88% Apr 17, 2026 - May 19, 2026	-6.94% Feb 9, 2026 - Apr 20, 2026
#2	-0.45% Apr 14, 2026 - Apr 17, 2026	-4.19% Nov 12, 2025 - Dec 3, 2025
#3	-0.20% Apr 2, 2026 - Apr 8, 2026	-3.97% Jul 23, 2025 - Aug 28, 2025
#4	-0.18% Apr 8, 2026 - Apr 14, 2026	-3.27% Jun 4, 2026 - Jun 15, 2026
#5	-0.13% Mar 31, 2026 - Apr 2, 2026	-2.84% Sep 19, 2025 - Oct 20, 2025
#6	-0.07% Mar 26, 2026 - Mar 30, 2026	-2.77% Jun 16, 2026 - Jul 28, 2026
#7	N/A	-2.58% Jan 6, 2026 - Jan 29, 2026
#8	N/A	-2.47% Oct 27, 2025 - Nov 12, 2025
#9	N/A	-1.73% Aug 14, 2026 - Aug 20, 2026
#10	N/A	-1.46% Apr 20, 2026 - Apr 30, 2026
#11	N/A	-1.42% Jul 28, 2026 - Aug 3, 2026
#12	N/A	-1.33% Dec 11, 2025 - Dec 22, 2025
#13	N/A	-1.25% Dec 24, 2025 - Jan 5, 2026
#14	N/A	-0.98% Sep 11, 2025 - Sep 18, 2025
#15	N/A	-0.95% Apr 30, 2026 - May 6, 2026

Correlation

Correlation between IBTR and CLCV is -0.49 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.49

-101