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ISHG vs EQAL

Comparison between ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF) and INVESCO RUSSELL 1000 EQUAL WEIGHT ETF (EQAL, ETF).

5-Year PerformanceEQAL has outperformed ISHG, delivering a return of +8.0% compared to -0.3%

ISHG vs EQAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
ISHG
$826M
EQAL
$815M
Expense Ratio
ISHG
0.35%
Winner
EQAL
0.20%
Max Drawdown
ISHG
42.96%
Winner
EQAL
40.90%
Sharpe Ratio
ISHG
-0.15
Winner
EQAL
1.55
5Y Beta
Winner
ISHG
0.03
EQAL
0.80
P/E Ratio
ISHG
N/A
EQAL
24.40
Forward P/E
ISHG
N/A
EQAL
17.08
5Y Dividends CAGR
ISHG
N/A
EQAL
7.82%
5Y EPS CAGR
ISHG
N/A
EQAL
12.23%
Debt to Equity
ISHG
N/A
EQAL
88.70%
P/S Ratio
ISHG
N/A
EQAL
1.59
P/B Ratio
ISHG
N/A
EQAL
2.80

ISHG vs EQAL - Historical Returns

Returns include dividend reinvestment.

1M
ISHG
+2.98%
Winner
EQAL
+4.27%
3M
ISHG
+1.12%
Winner
EQAL
+5.87%
6M
ISHG
-0.20%
Winner
EQAL
+8.62%
1Y
ISHG
+2.54%
Winner
EQAL
+21.97%
5Y(CAGR)
ISHG
-0.31%
Winner
EQAL
+7.98%
10Y(CAGR)
ISHG
-0.14%
Winner
EQAL
+10.81%
Max(CAGR)
ISHG
-0.52%
Winner
EQAL
+9.73%

ISHG vs EQAL - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearISHGEQAL
2026+1.40%+17.05%
2025+14.14%+10.92%
2024-3.11%+11.35%
2023+4.98%+12.68%
2022-10.41%-13.79%
2021-7.29%+25.06%
2020+7.71%+16.63%
2019-0.18%+24.49%
2018-3.81%-9.84%
2017+11.12%+16.44%
2016-1.77%+17.29%
2015-6.94%-3.68%
2014-9.81%-0.55%
2013-2.37%N/A
2012+1.41%N/A
2011-2.94%N/A
2010+0.59%N/A
2009+7.31%N/A

ISHG vs EQAL Drawdown Comparison

The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for EQAL was -40.42%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.

The current ISHG drawdown is -21.27%. The current EQAL drawdown is -0.40%.

RankISHGEQAL
#1-37.24%
May 4, 2011 - Sep 27, 2022
-40.42%
Jan 16, 2020 - Oct 12, 2020
#2-15.06%
Dec 1, 2009 - Mar 21, 2011
-21.80%
Nov 15, 2021 - Mar 27, 2024
#3-5.65%
Jan 28, 2009 - Mar 19, 2009
-21.01%
Sep 21, 2018 - Jul 24, 2019
#4-4.09%
Mar 19, 2009 - May 8, 2009
-20.41%
May 21, 2015 - Jul 12, 2016
#5-3.93%
Jun 2, 2009 - Jul 22, 2009
-19.63%
Nov 29, 2024 - Aug 22, 2025
#6-2.10%
Aug 3, 2009 - Sep 8, 2009
-10.08%
Jan 26, 2018 - Jul 9, 2018
#7-1.78%
Oct 21, 2009 - Nov 16, 2009
-7.42%
Jul 24, 2019 - Nov 15, 2019
#8-1.61%
Mar 21, 2011 - Apr 12, 2011
-6.67%
Mar 2, 2026 - Apr 16, 2026
#9-1.30%
Jul 22, 2009 - Jul 31, 2009
-6.35%
Oct 12, 2020 - Nov 5, 2020
#10-1.01%
Nov 16, 2009 - Nov 25, 2009
-6.19%
Mar 28, 2024 - Jul 16, 2024
#11-0.91%
Sep 17, 2009 - Oct 6, 2009
-6.04%
Aug 23, 2016 - Nov 21, 2016
#12-0.90%
May 22, 2009 - May 29, 2009
-5.79%
Oct 27, 2025 - Dec 10, 2025
#13-0.90%
Oct 8, 2009 - Oct 14, 2009
-5.66%
Jul 31, 2024 - Aug 23, 2024
#14-0.87%
Apr 14, 2011 - Apr 20, 2011
-5.51%
Jun 11, 2021 - Aug 27, 2021
#15-0.69%
May 14, 2009 - May 19, 2009
-5.04%
Dec 29, 2014 - Feb 12, 2015

Correlation

Correlation between ISHG and EQAL is -0.26 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.26
-101

Dividend Comparison (2009 - 2026)

ISHG vs EQAL dividend yield comparison.

YearISHGEQAL
20260.00%0.80%
20251.45%1.79%
20242.56%1.62%
20230.18%1.88%
20220.00%1.95%
20211.29%1.32%
20200.00%1.63%
20190.00%1.61%
20181.80%1.63%
20170.46%1.18%
20160.00%1.57%
20150.09%1.64%
20140.42%0.00%
20130.20%0.00%
20121.55%0.00%
20114.51%0.00%
20100.97%0.00%
20091.15%0.00%

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