IBTR vs RIZE

Comparison between iShares iBonds Dec 2036 Term Treasury ETF (IBTR, ETF) and PRINCIPAL INFLATION PROTECTION ETF (RIZE, ETF).

IBTR vs RIZE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBTR(ETF)	RIZE(ETF)
Net Assets	$11M	$11M
Expense Ratio	0.07%	0.19%
Max Drawdown	3.25%	1.89%
Sharpe Ratio	-1.07	-3.06
5Y Beta	0.18	0.04

Net Assets

IBTR

$11M

RIZE

$11M

Expense Ratio

Winner

IBTR

0.07%

RIZE

0.19%

Max Drawdown

IBTR

3.25%

Winner

RIZE

1.89%

Sharpe Ratio

Winner

IBTR

-1.07

RIZE

-3.06

5Y Beta

IBTR

0.18

Winner

RIZE

0.04

IBTR vs RIZE - Historical Returns

Returns include dividend reinvestment.

Period	IBTR	RIZE
1 month	-1.18%	+0.25%
3 months	-1.72%	N/A
Max(CAGR)	-1.90%	-1.65%

IBTR

-1.18%

Winner

RIZE

+0.25%

IBTR

-1.72%

RIZE

N/A

Max(CAGR)

IBTR

-1.90%

Winner

RIZE

-1.65%

IBTR vs RIZE - Annual Returns (2026 - 2026)

Returns include dividend reinvestment.

Year	IBTR	RIZE
2026	-0.62%	-0.29%

IBTR vs RIZE 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 RIZE was -0.84%, occurring on Jun 23, 2026. This drawdown has not yet recovered.

The current IBTR drawdown is -2.29%. The current RIZE drawdown is -0.58%.

Rank	IBTR	RIZE
#1	-2.88% Apr 17, 2026 - May 19, 2026	-0.84% Jun 2, 2026 - Jun 23, 2026
#2	-0.45% Apr 14, 2026 - Apr 17, 2026	-0.10% May 21, 2026 - May 26, 2026
#3	-0.20% Apr 2, 2026 - Apr 8, 2026	N/A
#4	-0.18% Apr 8, 2026 - Apr 14, 2026	N/A
#5	-0.13% Mar 31, 2026 - Apr 2, 2026	N/A
#6	-0.07% Mar 26, 2026 - Mar 30, 2026	N/A