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MSTQ vs IBIL

Comparison between LHA MARKET STATE TACTICAL Q ETF (MSTQ, ETF) and ISHARES IBONDS OCT 2035 TERM TIPS ETF (IBIL, ETF).

MSTQ vs IBIL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MSTQ
$36M
IBIL
$36M
Expense Ratio
MSTQ
1.55%
Winner
IBIL
0.10%
Max Drawdown
MSTQ
31.05%
Winner
IBIL
5.28%
Sharpe Ratio
Winner
MSTQ
1.34
IBIL
0.31
5Y Beta
MSTQ
0.85
Winner
IBIL
0.20

MSTQ vs IBIL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MSTQ
+2.65%
IBIL
-0.74%
3M
Winner
MSTQ
+13.14%
IBIL
-0.26%
6M
Winner
MSTQ
+9.94%
IBIL
+0.98%
1Y
Winner
MSTQ
+26.35%
IBIL
+5.64%
5Y(CAGR)
MSTQ
+15.06%
IBIL
N/A
Max(CAGR)
Winner
MSTQ
+15.06%
IBIL
+4.89%

MSTQ vs IBIL - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearMSTQIBIL
2026+12.32%+1.17%
2025+19.78%+4.75%
2024+21.82%N/A
2023+43.70%N/A
2022-21.67%N/A

MSTQ vs IBIL Drawdown Comparison

The maximum drawdown for MSTQ was -31.05%, occurring on Dec 28, 2022. Recovery took 433 trading sessions.

The maximum drawdown for IBIL was -5.28%, occurring on Apr 11, 2025. Recovery took 93 trading sessions.

The current MSTQ drawdown is -4.92%. The current IBIL drawdown is -1.16%.

RankMSTQIBIL
#1-31.05%
Mar 29, 2022 - Dec 18, 2023
-5.28%
Apr 9, 2025 - Aug 22, 2025
#2-15.19%
Dec 16, 2024 - May 14, 2025
-2.76%
Feb 27, 2026 - May 1, 2026
#3-12.37%
Oct 29, 2025 - Apr 22, 2026
-2.50%
Oct 29, 2025 - Feb 27, 2026
#4-10.14%
Jul 10, 2024 - Dec 3, 2024
-2.00%
Apr 3, 2025 - Apr 9, 2025
#5-6.51%
Mar 22, 2024 - May 20, 2024
-1.58%
May 8, 2026 - May 19, 2026
#6-4.92%
Jun 2, 2026 - Jun 5, 2026
-1.19%
Sep 15, 2025 - Oct 21, 2025
#7-4.02%
Dec 27, 2023 - Jan 18, 2024
-0.49%
Oct 23, 2025 - Oct 29, 2025
#8-3.54%
Oct 8, 2025 - Oct 20, 2025
-0.35%
May 1, 2026 - May 8, 2026
#9-3.04%
Aug 12, 2025 - Sep 8, 2025
-0.33%
Aug 28, 2025 - Sep 3, 2025
#10-2.69%
May 14, 2026 - May 26, 2026
-0.29%
Sep 11, 2025 - Sep 15, 2025
#11-2.63%
Jul 30, 2025 - Aug 8, 2025
-0.25%
Aug 22, 2025 - Aug 26, 2025
#12-2.58%
Feb 9, 2024 - Feb 22, 2024
-0.18%
Apr 1, 2025 - Apr 3, 2025
#13-2.58%
Jan 29, 2024 - Feb 2, 2024
-0.14%
Sep 8, 2025 - Sep 11, 2025
#14-2.53%
Mar 1, 2024 - Mar 21, 2024
-0.06%
Mar 26, 2025 - Mar 28, 2025
#15-2.38%
May 19, 2025 - Jun 2, 2025
N/A

Correlation

Correlation between MSTQ and IBIL is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2023 - 2026)

MSTQ vs IBIL dividend yield comparison.

YearMSTQIBIL
20260.00%0.58%
202513.97%2.93%
20243.72%0.00%
20230.77%0.00%

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