ISTB vs QTUM

Comparison between ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF) and DEFIANCE QUANTUM ETF (QTUM, ETF).

5-Year PerformanceQTUM has outperformed ISTB, delivering a return of +26.4% compared to +2.0%

ISTB vs QTUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISTB(ETF)	QTUM(ETF)
Net Assets	$5.10B	$5.20B
Expense Ratio	0.06%	0.40%
Max Drawdown	11.76%	39.25%
Sharpe Ratio	-0.52	1.60
5Y Beta	0.02	1.50
P/E Ratio	N/A	94.23
Forward P/E	N/A	24.23
PEG Ratio	N/A	0.02
5Y Dividends CAGR	15.08%	48.50%
P/S Ratio	N/A	0.90
P/B Ratio	N/A	6.15

Net Assets

ISTB

$5.10B

Winner

QTUM

$5.20B

Expense Ratio

Winner

ISTB

0.06%

QTUM

0.40%

Max Drawdown

Winner

ISTB

11.76%

QTUM

39.25%

Sharpe Ratio

ISTB

-0.52

Winner

QTUM

1.60

5Y Beta

Winner

ISTB

0.02

QTUM

1.50

P/E Ratio

ISTB

N/A

QTUM

94.23

Forward P/E

ISTB

N/A

QTUM

24.23

PEG Ratio

ISTB

N/A

QTUM

0.02

5Y Dividends CAGR

ISTB

15.08%

Winner

QTUM

48.50%

P/S Ratio

ISTB

N/A

QTUM

0.90

P/B Ratio

ISTB

N/A

QTUM

6.15

ISTB vs QTUM - Historical Returns

Returns include dividend reinvestment.

Period	ISTB	QTUM
1 month	+0.36%	+3.63%
3 months	+0.75%	+0.93%
6 months	+0.28%	+28.77%
1 year	+3.07%	+65.91%
5 years(CAGR)	+1.95%	+26.41%
10 years(CAGR)	+2.23%	N/A
Max(CAGR)	+2.02%	+26.50%

ISTB

+0.36%

Winner

QTUM

+3.63%

ISTB

+0.75%

Winner

QTUM

+0.93%

ISTB

+0.28%

Winner

QTUM

+28.77%

ISTB

+3.07%

Winner

QTUM

+65.91%

5Y(CAGR)

ISTB

+1.95%

Winner

QTUM

+26.41%

10Y(CAGR)

ISTB

+2.23%

QTUM

N/A

Max(CAGR)

ISTB

+2.02%

Winner

QTUM

+26.50%

ISTB vs QTUM - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	ISTB	QTUM
2026	+0.96%	+34.39%
2025	+6.36%	+34.57%
2024	+4.64%	+53.69%
2023	+5.44%	+39.72%
2022	-5.89%	-29.51%
2021	-0.74%	+34.23%
2020	+4.69%	+39.47%
2019	+5.50%	+47.21%
2018	+1.12%	-19.02%
2017	+1.76%	N/A
2016	+2.69%	N/A
2015	+0.57%	N/A
2014	+1.20%	N/A
2013	+0.62%	N/A
2012	-0.02%	N/A

ISTB vs QTUM Drawdown Comparison

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The maximum drawdown for QTUM was -38.44%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.

The current ISTB drawdown is -0.17%. The current QTUM drawdown is -10.69%.

Rank	ISTB	QTUM
#1	-9.34% Aug 3, 2021 - Jul 11, 2024	-38.44% Nov 16, 2021 - Jan 23, 2024
#2	-6.06% Mar 6, 2020 - May 15, 2020	-35.49% Feb 12, 2020 - Jul 6, 2020
#3	-2.26% May 8, 2013 - Aug 13, 2014	-25.38% Dec 17, 2024 - May 20, 2025
#4	-1.63% Sep 7, 2017 - Dec 14, 2018	-24.32% Sep 25, 2018 - Apr 12, 2019
#5	-1.45% Oct 21, 2016 - Apr 3, 2017	-21.51% Jun 2, 2026 - Jul 29, 2026
#6	-1.36% Sep 24, 2024 - Feb 5, 2025	-17.17% Jul 16, 2024 - Nov 11, 2024
#7	-1.26% Feb 27, 2026 - Aug 4, 2026	-15.26% Jan 28, 2026 - Apr 14, 2026
#8	-1.19% Oct 14, 2015 - Mar 11, 2016	-13.03% Feb 12, 2021 - Jun 29, 2021
#9	-1.03% Apr 3, 2025 - Apr 25, 2025	-12.81% Oct 31, 2025 - Dec 10, 2025
#10	-0.97% Apr 16, 2015 - Oct 14, 2015	-11.92% Mar 7, 2024 - May 24, 2024
#11	-0.80% Oct 21, 2014 - Jan 14, 2015	-10.74% May 3, 2019 - Jul 23, 2019
#12	-0.77% Sep 4, 2019 - Oct 3, 2019	-8.55% Sep 2, 2020 - Oct 9, 2020
#13	-0.74% Feb 10, 2021 - Jun 7, 2021	-8.50% Jul 24, 2019 - Sep 11, 2019
#14	-0.73% Apr 30, 2025 - Jun 4, 2025	-8.06% Oct 12, 2020 - Nov 5, 2020
#15	-0.68% May 13, 2016 - Jun 8, 2016	-7.22% Dec 10, 2025 - Jan 6, 2026

Correlation

Correlation between ISTB and QTUM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2012 - 2026)

ISTB vs QTUM dividend yield comparison.

Year	ISTB	QTUM
2026	2.50%	0.33%
2025	4.12%	1.01%
2024	3.83%	0.61%
2023	2.97%	0.81%
2022	2.01%	1.46%
2021	1.69%	0.48%
2020	2.20%	0.42%
2019	2.75%	0.61%
2018	2.57%	0.21%
2017	2.06%	0.00%
2016	1.90%	0.00%
2015	1.58%	0.00%
2014	1.07%	0.00%
2013	0.60%	0.00%
2012	0.09%	0.00%