JOJO vs IBGL

Comparison between ATAC CREDIT ROTATION ETF (JOJO, ETF) and ISHARES IBONDS DEC 2055 TERM TREASURY ETF (IBGL, ETF).

JOJO vs IBGL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JOJO(ETF)	IBGL(ETF)
Net Assets	$5.90M	$6M
Expense Ratio	1.24%	0.07%
Max Drawdown	33.72%	11.12%
Sharpe Ratio	0.85	-0.06
5Y Beta	0.09	0.08

Net Assets

JOJO

$5.90M

Winner

IBGL

$6M

Expense Ratio

JOJO

1.24%

Winner

IBGL

0.07%

Max Drawdown

JOJO

33.72%

Winner

IBGL

11.12%

Sharpe Ratio

Winner

JOJO

0.85

IBGL

-0.06

5Y Beta

JOJO

0.09

Winner

IBGL

0.08

JOJO vs IBGL - Historical Returns

Returns include dividend reinvestment.

Period	JOJO	IBGL
1 month	-0.09%	-0.01%
3 months	-1.18%	-2.98%
6 months	+2.36%	-1.15%
1 year	+9.35%	+2.59%
5 years(CAGR)	-0.65%	N/A
Max(CAGR)	-0.65%	+0.44%

JOJO

-0.09%

Winner

IBGL

-0.01%

Winner

JOJO

-1.18%

IBGL

-2.98%

Winner

JOJO

+2.36%

IBGL

-1.15%

Winner

JOJO

+9.35%

IBGL

+2.59%

5Y(CAGR)

JOJO

-0.65%

IBGL

N/A

Max(CAGR)

JOJO

-0.65%

Winner

IBGL

+0.44%

JOJO vs IBGL - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	JOJO	IBGL
2026	+2.04%	-0.36%
2025	+10.20%	+1.00%
2024	+3.21%	N/A
2023	+6.07%	N/A
2022	-20.36%	N/A
2021	-0.35%	N/A

JOJO vs IBGL 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 IBGL was -9.37%, occurring on May 21, 2025. Recovery took 137 trading sessions.

The current JOJO drawdown is -6.14%. The current IBGL drawdown is -4.61%.

Rank	JOJO	IBGL
#1	-28.43% Nov 5, 2021 - Sep 27, 2022	-9.37% Apr 4, 2025 - Oct 21, 2025
#2	-3.31% Jul 19, 2021 - Oct 27, 2021	-7.23% Feb 27, 2026 - May 19, 2026
#3	-0.35% Oct 27, 2021 - Nov 3, 2021	-4.63% Oct 22, 2025 - Feb 27, 2026
#4	N/A	-0.32% Mar 26, 2025 - Mar 28, 2025
#5	N/A	-0.08% Apr 1, 2025 - Apr 3, 2025