LDRC vs STNC

Comparison between ISHARES IBONDS 1-5 YEAR CORPORATE LADDER ETF (LDRC, ETF) and HENNESSY SUSTAINABLE ETF (STNC, ETF).

LDRC vs STNC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRC(ETF)	STNC(ETF)
Net Assets	$98M	$98M
Expense Ratio	0.10%	0.85%
Max Drawdown	2.11%	22.33%
Sharpe Ratio	0.01	1.04
5Y Beta	0.02	0.79
P/E Ratio	N/A	21.12
Forward P/E	N/A	14.72
PEG Ratio	N/A	0.06
5Y EPS CAGR	N/A	15.46%
Debt to Equity	N/A	-226.11%
P/S Ratio	N/A	0.83
P/B Ratio	N/A	3.29

Net Assets

LDRC

$98M

STNC

$98M

Expense Ratio

Winner

LDRC

0.10%

STNC

0.85%

Max Drawdown

Winner

LDRC

2.11%

STNC

22.33%

Sharpe Ratio

LDRC

0.01

Winner

STNC

1.04

5Y Beta

Winner

LDRC

0.02

STNC

0.79

P/E Ratio

LDRC

N/A

STNC

21.12

Forward P/E

LDRC

N/A

STNC

14.72

PEG Ratio

LDRC

N/A

STNC

0.06

5Y EPS CAGR

LDRC

N/A

STNC

15.46%

Debt to Equity

LDRC

N/A

STNC

-226.11%

P/S Ratio

LDRC

N/A

STNC

0.83

P/B Ratio

LDRC

N/A

STNC

3.29

LDRC vs STNC - Holdings Comparison

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

LDRC's top 25 holdings weight is 99.91%. STNC's top 25 holdings weight is 78.13%.

Rank	LDRC	STNC
#1	ISHARES IBONDS DEC 2029 TERM CORP ETF (IBDU) - 20.03%	BEST BUY CO INC (BBY) - 3.56%
#2	ISHARES IBONDS DEC 2027 TERM CORP ETF (IBDS) - 20.01%	W.W. GRAINGER INC (GWW) - 3.36%
#3	ISHARES IBONDS DEC 2028 TERM CORP ETF (IBDT) - 20.00%	STARBUCKS CORP (SBUX) - 3.35%
#4	ISHARES IBONDS DEC 2026 TERM CORP ETF (IBDR) - 19.96%	FORD MOTOR CO (F) - 3.33%
#5	ISHARES IBONDS DEC 2025 TERM CORP ETF (IBDQ) - 19.91%	REGIONS FINANCIAL CORP (RF) - 3.33%
#6	N/A	FEDEX CORP (FDX) - 3.29%
#7	N/A	HP INC (HPQ) - 3.28%
#8	N/A	CUMMINS INC (CMI) - 3.28%
#9	N/A	MCKESSON CORP (MCK) - 3.26%
#10	N/A	WR BERKLEY CORP (WRB) - 3.26%
#11	N/A	DAVITA INC (DVA) - 3.25%
#12	N/A	QUANTA SERVICES INC (PWR) - 3.25%
#13	N/A	THE KROGER CO (KR) - 3.22%
#14	N/A	COSTCO WHOLESALE CORP (COST) - 3.22%
#15	N/A	HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.17%
#16	N/A	CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 3.11%
#17	N/A	EMCOR GROUP INC (EME) - 3.05%
#18	N/A	APPLIED MATERIALS INC (AMAT) - 3.05%
#19	N/A	TJX COMPANIES INC (TJX) - 3.00%
#20	N/A	CARDINAL HEALTH INC (CAH) - 2.97%
#21	N/A	BIOGEN INC (BIIB) - 2.93%
#22	N/A	HCA HEALTHCARE INC (HCA) - 2.86%
#23	N/A	JABIL INC (JBL) - 2.83%
#24	N/A	LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 2.55%
#25	N/A	ADVANCED MICRO DEVICES INC (AMD) - 2.37%
Total Holdings	5	50

LDRC vs STNC - Historical Returns

Returns include dividend reinvestment.

Period	LDRC	STNC
1 month	+0.01%	-3.07%
3 months	+0.14%	+2.50%
6 months	+0.71%	+7.35%
1 year	+3.72%	+19.20%
5 years(CAGR)	N/A	+7.39%
Max(CAGR)	+4.42%	+8.25%

Winner

LDRC

+0.01%

STNC

-3.07%

LDRC

+0.14%

Winner

STNC

+2.50%

LDRC

+0.71%

Winner

STNC

+7.35%

LDRC

+3.72%

Winner

STNC

+19.20%

5Y(CAGR)

LDRC

N/A

STNC

+7.39%

Max(CAGR)

LDRC

+4.42%

Winner

STNC

+8.25%

LDRC vs STNC - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	LDRC	STNC
2026	+0.96%	+10.34%
2025	+6.29%	+10.50%
2024	+0.37%	+9.85%
2023	N/A	+11.97%
2022	N/A	-12.51%
2021	N/A	+17.76%

LDRC vs STNC Drawdown Comparison

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

The maximum drawdown for STNC was -22.33%, occurring on Jun 16, 2022. Recovery took 539 trading sessions.

The current LDRC drawdown is -0.40%. The current STNC drawdown is -4.13%.

Rank	LDRC	STNC
#1	-1.00% Feb 27, 2026 - Apr 17, 2026	-22.33% Dec 29, 2021 - Feb 22, 2024
#2	-0.99% May 20, 2025 - Jun 30, 2025	-17.89% Nov 29, 2024 - Aug 12, 2025
#3	-0.93% Oct 27, 2025 - Nov 24, 2025	-8.09% Feb 27, 2026 - Apr 17, 2026
#4	-0.87% Apr 3, 2025 - Apr 16, 2025	-7.12% Jul 16, 2024 - Sep 19, 2024
#5	-0.70% Jan 6, 2026 - Feb 12, 2026	-6.80% Sep 2, 2021 - Nov 3, 2021
#6	-0.62% Dec 6, 2024 - Jan 21, 2025	-6.62% Oct 27, 2025 - Jan 5, 2026
#7	-0.60% Jan 21, 2025 - Feb 19, 2025	-5.71% Mar 28, 2024 - Jul 16, 2024
#8	-0.58% Apr 17, 2026 - Jun 2, 2026	-5.64% Jun 30, 2026 - Jul 20, 2026
#9	-0.53% Nov 24, 2025 - Dec 24, 2025	-4.03% Apr 17, 2026 - May 26, 2026
#10	-0.52% Jul 2, 2026 - Jul 13, 2026	-3.93% Nov 24, 2021 - Dec 13, 2021
#11	-0.42% Jul 28, 2025 - Aug 1, 2025	-3.85% Oct 18, 2024 - Nov 22, 2024
#12	-0.35% Sep 23, 2025 - Oct 2, 2025	-3.52% Apr 26, 2021 - May 28, 2021
#13	-0.34% Apr 16, 2025 - Apr 24, 2025	-3.06% Sep 4, 2025 - Oct 20, 2025
#14	-0.31% Jun 30, 2025 - Jul 18, 2025	-2.79% Mar 22, 2021 - Apr 12, 2021
#15	-0.27% Apr 30, 2025 - May 20, 2025	-2.71% May 26, 2026 - Jun 11, 2026