NVIR vs IBGK
Comparison between HORIZON KINETICS ENERGY AND REMEDIATION ETF (NVIR, ETF) and ISHARES IBONDS DEC 2054 TERM TREASURY ETF (IBGK, ETF).
NVIR vs IBGK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NVIR
$5.80M
IBGK
$5.80M
Expense Ratio
NVIR
0.85%
Winner
IBGK
0.07%
Max Drawdown
NVIR
23.63%
Winner
IBGK
18.70%
Sharpe Ratio
Winner
NVIR
1.63
IBGK
-0.21
5Y Beta
NVIR
0.73
Winner
IBGK
0.04
P/E Ratio
NVIR
29.11
IBGK
N/A
Forward P/E
NVIR
15.82
IBGK
N/A
PEG Ratio
NVIR
1.42
IBGK
N/A
Debt to Equity
NVIR
74.41%
IBGK
N/A
P/S Ratio
NVIR
2.76
IBGK
N/A
P/B Ratio
NVIR
3.09
IBGK
N/A
NVIR vs IBGK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NVIR
+5.03%
IBGK
-3.03%
3M
Winner
NVIR
+0.15%
IBGK
-2.71%
6M
Winner
NVIR
+11.28%
IBGK
-3.02%
1Y
Winner
NVIR
+33.36%
IBGK
+1.21%
Max(CAGR)
Winner
NVIR
+16.43%
IBGK
-0.75%
NVIR vs IBGK - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | NVIR | IBGK |
|---|---|---|
| 2026 | +20.45% | -2.16% |
| 2025 | +8.54% | +3.76% |
| 2024 | +17.58% | -2.74% |
| 2023 | +6.91% | N/A |
NVIR vs IBGK Drawdown Comparison
The maximum drawdown for NVIR was -22.48%, occurring on Apr 8, 2025. Recovery took 240 trading sessions.
The maximum drawdown for IBGK was -14.62%, occurring on May 21, 2025. This drawdown has not yet recovered.
The current NVIR drawdown is -3.36%. The current IBGK drawdown is -11.02%.
| Rank | NVIR | IBGK |
|---|---|---|
| #1 | -22.48% Nov 22, 2024 - Nov 10, 2025 | -14.62% Sep 16, 2024 - May 21, 2025 |
| #2 | -13.07% Mar 3, 2023 - Jul 11, 2023 | -4.61% Jun 14, 2024 - Jul 31, 2024 |
| #3 | -9.79% Sep 12, 2023 - Mar 19, 2024 | -3.60% Aug 5, 2024 - Aug 21, 2024 |
| #4 | -9.09% Mar 27, 2026 - Jun 18, 2026 | -2.23% Aug 21, 2024 - Sep 4, 2024 |
| #5 | -7.07% Jul 31, 2024 - Sep 24, 2024 | -0.53% Sep 10, 2024 - Sep 16, 2024 |
| #6 | -5.00% Dec 5, 2025 - Jan 13, 2026 | -0.07% Sep 5, 2024 - Sep 9, 2024 |
| #7 | -4.89% Apr 5, 2024 - May 17, 2024 | N/A |
| #8 | -4.64% Oct 11, 2024 - Nov 6, 2024 | N/A |
| #9 | -4.43% May 20, 2024 - Jul 15, 2024 | N/A |
| #10 | -3.74% Nov 11, 2025 - Dec 3, 2025 | N/A |
| #11 | -3.45% Sep 24, 2024 - Oct 2, 2024 | N/A |
| #12 | -2.94% Jul 16, 2024 - Jul 31, 2024 | N/A |
| #13 | -2.40% Mar 2, 2026 - Mar 19, 2026 | N/A |
| #14 | -2.32% Aug 9, 2023 - Aug 30, 2023 | N/A |
| #15 | -2.22% Jul 13, 2023 - Jul 20, 2023 | N/A |
Correlation
Correlation between NVIR and IBGK is 0.00 which considered as a very weak or no correlation - the stocks move independently of each other.
0.00
-101
Dividend Comparison (2023 - 2026)
NVIR vs IBGK dividend yield comparison.
| Year | NVIR | IBGK |
|---|---|---|
| 2026 | 0.00% | 2.35% |
| 2025 | 0.92% | 4.59% |
| 2024 | 1.50% | 3.15% |
| 2023 | 1.34% | 0.00% |
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