JOJO vs IBGK

Comparison between ATAC CREDIT ROTATION ETF (JOJO, ETF) and ISHARES IBONDS DEC 2054 TERM TREASURY ETF (IBGK, ETF).

JOJO vs IBGK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JOJO(ETF)	IBGK(ETF)
Net Assets	$5.80M	$5.80M
Expense Ratio	1.24%	0.07%
Max Drawdown	33.72%	18.70%
Sharpe Ratio	0.37	-0.09
5Y Beta	0.09	0.04

Net Assets

JOJO

$5.80M

IBGK

$5.80M

Expense Ratio

JOJO

1.24%

Winner

IBGK

0.07%

Max Drawdown

JOJO

33.72%

Winner

IBGK

18.70%

Sharpe Ratio

Winner

JOJO

0.37

IBGK

-0.09

5Y Beta

JOJO

0.09

Winner

IBGK

0.04

JOJO vs IBGK - Historical Returns

Returns include dividend reinvestment.

Period	JOJO	IBGK
1 month	-1.40%	-2.40%
3 months	-1.52%	-2.17%
6 months	+0.23%	-1.83%
1 year	+5.53%	+1.76%
5 years(CAGR)	-0.85%	N/A
Max(CAGR)	-0.90%	-0.49%

Winner

JOJO

-1.40%

IBGK

-2.40%

Winner

JOJO

-1.52%

IBGK

-2.17%

Winner

JOJO

+0.23%

IBGK

-1.83%

Winner

JOJO

+5.53%

IBGK

+1.76%

5Y(CAGR)

JOJO

-0.85%

IBGK

N/A

Max(CAGR)

JOJO

-0.90%

Winner

IBGK

-0.49%

JOJO vs IBGK - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	JOJO	IBGK
2026	+0.67%	-1.63%
2025	+10.20%	+3.76%
2024	+3.21%	-2.74%
2023	+6.07%	N/A
2022	-20.36%	N/A
2021	-0.35%	N/A

JOJO vs IBGK Drawdown Comparison

The maximum drawdown for JOJO was -28.43%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for IBGK was -14.62%, occurring on May 21, 2025. This drawdown has not yet recovered.

The current JOJO drawdown is -7.41%. The current IBGK drawdown is -10.54%.

Rank	JOJO	IBGK
#1	-28.43% Nov 5, 2021 - Sep 27, 2022	-14.62% Sep 16, 2024 - May 21, 2025
#2	-3.31% Jul 19, 2021 - Oct 27, 2021	-4.61% Jun 14, 2024 - Jul 31, 2024
#3	-0.35% Oct 27, 2021 - Nov 3, 2021	-3.60% Aug 5, 2024 - Aug 21, 2024
#4	N/A	-2.23% Aug 21, 2024 - Sep 4, 2024
#5	N/A	-0.53% Sep 10, 2024 - Sep 16, 2024
#6	N/A	-0.07% Sep 5, 2024 - Sep 9, 2024