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IVAL vs XTWY

Comparison between ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF (IVAL, ETF) and BONDBLOXX BLOOMBERG TWENTY YEAR TARGET DURATION US TREASURY ETF (XTWY, ETF).

IVAL vs XTWY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVAL
$207M
Winner
XTWY
$208M
Expense Ratio
IVAL
0.38%
Winner
XTWY
0.13%
Max Drawdown
IVAL
49.20%
Winner
XTWY
29.60%
Sharpe Ratio
Winner
IVAL
1.52
XTWY
-0.03
5Y Beta
IVAL
0.67
Winner
XTWY
0.07
5Y Dividends CAGR
IVAL
17.82%
XTWY
N/A

IVAL vs XTWY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVAL
+0.31%
XTWY
+0.10%
3M
Winner
IVAL
+2.37%
XTWY
-3.61%
6M
Winner
IVAL
+14.32%
XTWY
-1.68%
1Y
Winner
IVAL
+29.95%
XTWY
+2.46%
5Y(CAGR)
IVAL
+7.91%
XTWY
N/A
10Y(CAGR)
IVAL
+7.62%
XTWY
N/A
Max(CAGR)
Winner
IVAL
+6.22%
XTWY
-3.86%

IVAL vs XTWY - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearIVALXTWY
2026+10.18%-0.52%
2025+34.83%+2.58%
2024-0.14%-9.47%
2023+21.45%+0.81%
2022-10.65%-8.03%
2021-0.49%N/A
2020-5.86%N/A
2019+21.63%N/A
2018-23.13%N/A
2017+30.02%N/A
2016+10.36%N/A
2015-3.15%N/A
2014+0.36%N/A

IVAL vs XTWY Drawdown Comparison

The maximum drawdown for IVAL was -46.04%, occurring on Mar 23, 2020. Recovery took 1797 trading sessions.

The maximum drawdown for XTWY was -25.91%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current IVAL drawdown is -4.84%. The current XTWY drawdown is -15.50%.

RankIVALXTWY
#1-46.04%
Jan 24, 2018 - Mar 19, 2025
-25.91%
Dec 7, 2022 - Oct 19, 2023
#2-25.82%
May 18, 2015 - Feb 21, 2017
-16.28%
Sep 15, 2022 - Dec 7, 2022
#3-13.12%
Mar 19, 2025 - Apr 28, 2025
N/A
#4-11.24%
Feb 27, 2026 - Mar 20, 2026
N/A
#5-5.22%
Oct 27, 2025 - Dec 4, 2025
N/A
#6-4.62%
Dec 26, 2014 - Feb 3, 2015
N/A
#7-4.58%
Nov 8, 2017 - Dec 21, 2017
N/A
#8-4.28%
Jul 23, 2025 - Aug 8, 2025
N/A
#9-4.27%
Sep 16, 2025 - Oct 27, 2025
N/A
#10-3.35%
Mar 23, 2015 - Apr 15, 2015
N/A
#11-3.09%
Feb 20, 2015 - Mar 23, 2015
N/A
#12-2.64%
Jun 2, 2017 - Jul 12, 2017
N/A
#13-2.64%
Jul 2, 2025 - Jul 23, 2025
N/A
#14-2.62%
Aug 1, 2017 - Aug 25, 2017
N/A
#15-2.49%
Jun 2, 2025 - Jun 27, 2025
N/A

Correlation

Correlation between IVAL and XTWY is -0.35 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.35
-101

Dividend Comparison (2014 - 2026)

IVAL vs XTWY dividend yield comparison.

YearIVALXTWY
20260.41%2.03%
20252.75%4.56%
20243.60%4.65%
20235.15%3.86%
20228.00%1.08%
20213.95%0.00%
20202.07%0.00%
20192.51%0.00%
20182.93%0.00%
20171.73%0.00%
20162.02%0.00%
20151.86%0.00%
20140.20%0.00%

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