LDRC vs RJDI

Comparison between ISHARES IBONDS 1-5 YEAR CORPORATE LADDER ETF (LDRC, ETF) and RJ EAGLE GCM DIVIDEND SELECT INCOME ETF (RJDI, ETF).

LDRC vs RJDI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRC(ETF)	RJDI(ETF)
Net Assets	$77M	$77M
Expense Ratio	0.10%	0.63%
Max Drawdown	1.82%	7.05%
Sharpe Ratio	0.32	1.38
5Y Beta	0.02	0.72
P/E Ratio	N/A	26.88
Forward P/E	N/A	20.57
PEG Ratio	N/A	0.69
5Y EPS CAGR	N/A	10.43%
P/S Ratio	N/A	2.92
P/B Ratio	N/A	4.84

Net Assets

LDRC

$77M

RJDI

$77M

Expense Ratio

Winner

LDRC

0.10%

RJDI

0.63%

Max Drawdown

Winner

LDRC

1.82%

RJDI

7.05%

Sharpe Ratio

LDRC

0.32

Winner

RJDI

1.38

5Y Beta

Winner

LDRC

0.02

RJDI

0.72

P/E Ratio

LDRC

N/A

RJDI

26.88

Forward P/E

LDRC

N/A

RJDI

20.57

PEG Ratio

LDRC

N/A

RJDI

0.69

5Y EPS CAGR

LDRC

N/A

RJDI

10.43%

P/S Ratio

LDRC

N/A

RJDI

2.92

P/B Ratio

LDRC

N/A

RJDI

4.84

LDRC vs RJDI - Holdings Comparison

LDRC and RJDI have 0 common holdings. Overlap is 0.00%

LDRC's top 25 holdings weight is 99.91%. RJDI's top 25 holdings weight is 87.82%.

Rank	LDRC	RJDI
#1	ISHARES IBONDS DEC 2029 TERM CORP ETF (IBDU) - 20.03%	BROADCOM INC (AVGO) - 8.43%
#2	ISHARES IBONDS DEC 2027 TERM CORP ETF (IBDS) - 20.01%	U.S. BANK MONEY MARKET DEPOSIT ACCOUNT (n/a) - 5.62%
#3	ISHARES IBONDS DEC 2028 TERM CORP ETF (IBDT) - 20.00%	ANALOG DEVICES INC (ADI) - 5.30%
#4	ISHARES IBONDS DEC 2026 TERM CORP ETF (IBDR) - 19.96%	WALMART INC (WMT) - 4.82%
#5	ISHARES IBONDS DEC 2025 TERM CORP ETF (IBDQ) - 19.91%	CORNING INC (GLW) - 4.53%
#6	N/A	US DOLLARS (n/a) - 4.25%
#7	N/A	JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 4.03%
#8	N/A	JPMORGAN CHASE & CO (JPM) - 3.77%
#9	N/A	APPLE INC (AAPL) - 3.73%
#10	N/A	TAPESTRY INC (TPR) - 3.69%
#11	N/A	WELLTOWER INC (WELL) - 3.49%
#12	N/A	PHILIP MORRIS INTERNATIONAL INC (PM) - 3.06%
#13	N/A	MOTOROLA SOLUTIONS INC (MSI) - 3.04%
#14	N/A	EATON CORP PLC (ETN) - 3.03%
#15	N/A	MICROSOFT CORP (MSFT) - 3.01%
#16	N/A	ABBVIE INC (ABBV) - 2.85%
#17	N/A	CUMMINS INC (CMI) - 2.64%
#18	N/A	VERIZON COMMUNICATIONS INC (VZ) - 2.61%
#19	N/A	JOHNSON & JOHNSON (JNJ) - 2.55%
#20	N/A	ENERGY TRANSFER LP (ET) - 2.52%
#21	N/A	PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.41%
#22	N/A	DARDEN RESTAURANTS INC (DRI) - 2.24%
#23	N/A	UNION PACIFIC CORP (UNP) - 2.14%
#24	N/A	ENTERPRISE PRODUCTS PARTNERS LP (EPD) - 2.07%
#25	N/A	CME GROUP INC CLASS A (CME) - 1.99%
Total Holdings	5	39

LDRC vs RJDI - Historical Returns

Returns include dividend reinvestment.

Period	LDRC	RJDI
1 month	+0.18%	-1.33%
3 months	+0.23%	+3.71%
6 months	+1.31%	+11.87%
1 year	+4.49%	N/A
Max(CAGR)	+4.75%	+22.64%

Winner

LDRC

+0.18%

RJDI

-1.33%

LDRC

+0.23%

Winner

RJDI

+3.71%

LDRC

+1.31%

Winner

RJDI

+11.87%

LDRC

+4.49%

RJDI

N/A

Max(CAGR)

LDRC

+4.75%

Winner

RJDI

+22.64%

LDRC vs RJDI - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	LDRC	RJDI
2026	+0.92%	+12.14%
2025	+6.29%	+1.59%
2024	+0.37%	N/A

LDRC vs RJDI Drawdown Comparison

The maximum drawdown for LDRC was -1.00%, occurring on Mar 26, 2026. Recovery took 34 trading sessions.

The maximum drawdown for RJDI was -7.05%, occurring on Mar 30, 2026. Recovery took 36 trading sessions.

The current LDRC drawdown is -0.08%. The current RJDI drawdown is -2.76%.

Rank	LDRC	RJDI
#1	-1.00% Feb 27, 2026 - Apr 17, 2026	-7.05% Feb 25, 2026 - Apr 17, 2026
#2	-0.99% May 20, 2025 - Jun 30, 2025	-3.21% Oct 6, 2025 - Oct 27, 2025
#3	-0.93% Oct 27, 2025 - Nov 24, 2025	-3.06% Oct 27, 2025 - Nov 25, 2025
#4	-0.87% Apr 3, 2025 - Apr 16, 2025	-2.82% Dec 11, 2025 - Jan 15, 2026
#5	-0.70% Jan 6, 2026 - Feb 12, 2026	-2.76% May 14, 2026 - Jun 5, 2026
#6	-0.62% Dec 6, 2024 - Jan 21, 2025	-1.82% May 6, 2026 - May 14, 2026
#7	-0.60% Jan 21, 2025 - Feb 19, 2025	-1.81% Apr 23, 2026 - Apr 30, 2026
#8	-0.58% Apr 17, 2026 - Jun 2, 2026	-1.61% Jan 16, 2026 - Jan 29, 2026
#9	-0.53% Nov 24, 2025 - Dec 24, 2025	-1.05% Apr 30, 2026 - May 6, 2026
#10	-0.42% Jul 28, 2025 - Aug 1, 2025	-0.99% Nov 28, 2025 - Dec 10, 2025
#11	-0.35% Sep 23, 2025 - Oct 2, 2025	-0.75% Feb 11, 2026 - Feb 20, 2026
#12	-0.34% Apr 16, 2025 - Apr 24, 2025	-0.60% Apr 20, 2026 - Apr 22, 2026
#13	-0.31% Jun 30, 2025 - Jul 18, 2025	-0.21% Feb 20, 2026 - Feb 24, 2026
#14	-0.27% Apr 30, 2025 - May 20, 2025	-0.18% Feb 9, 2026 - Feb 11, 2026
#15	-0.26% Nov 8, 2024 - Nov 19, 2024	N/A