PRFZ vs IBDV

Comparison between INVESCO FTSE RAFI US 1500 SMALL-MID ETF (PRFZ, ETF) and ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF).

5-Year PerformancePRFZ has outperformed IBDV, delivering a return of +7.6% compared to +0.9%

PRFZ vs IBDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PRFZ(ETF)	IBDV(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	0.34%	0.10%
Max Drawdown	63.04%	24.90%
Sharpe Ratio	1.33	0.17
5Y Beta	1.05	0.06
P/E Ratio	-28.83	N/A
Forward P/E	14.13	N/A
5Y Dividends CAGR	6.33%	19.43%
5Y EPS CAGR	11.04%	N/A
Debt to Equity	23.59%	N/A
P/S Ratio	1.18	N/A
P/B Ratio	2.07	N/A

Net Assets

PRFZ

$2.90B

Winner

IBDV

$3B

Expense Ratio

PRFZ

0.34%

Winner

IBDV

0.10%

Max Drawdown

PRFZ

63.04%

Winner

IBDV

24.90%

Sharpe Ratio

Winner

PRFZ

1.33

IBDV

0.17

5Y Beta

PRFZ

1.05

Winner

IBDV

0.06

P/E Ratio

PRFZ

-28.83

IBDV

N/A

Forward P/E

PRFZ

14.13

IBDV

N/A

5Y Dividends CAGR

PRFZ

6.33%

Winner

IBDV

19.43%

5Y EPS CAGR

PRFZ

11.04%

IBDV

N/A

Debt to Equity

PRFZ

23.59%

IBDV

N/A

P/S Ratio

PRFZ

1.18

IBDV

N/A

P/B Ratio

PRFZ

2.07

IBDV

N/A

PRFZ vs IBDV - Historical Returns

Returns include dividend reinvestment.

Period	PRFZ	IBDV
1 month	-0.82%	-0.24%
3 months	+6.58%	-0.74%
6 months	+9.47%	+0.43%
1 year	+29.82%	+4.54%
5 years(CAGR)	+7.59%	+0.88%
10 years(CAGR)	+11.17%	N/A
Max(CAGR)	+9.80%	+1.02%

PRFZ

-0.82%

Winner

IBDV

-0.24%

Winner

PRFZ

+6.58%

IBDV

-0.74%

Winner

PRFZ

+9.47%

IBDV

+0.43%

Winner

PRFZ

+29.82%

IBDV

+4.54%

5Y(CAGR)

Winner

PRFZ

+7.59%

IBDV

+0.88%

10Y(CAGR)

PRFZ

+11.17%

IBDV

N/A

Max(CAGR)

Winner

PRFZ

+9.80%

IBDV

+1.02%

PRFZ vs IBDV - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	PRFZ	IBDV
2026	+10.32%	-0.02%
2025	+11.06%	+8.24%
2024	+13.71%	+3.94%
2023	+20.63%	+7.89%
2022	-16.92%	-14.02%
2021	+29.77%	-2.38%
2020	+11.69%	+5.32%
2019	+21.04%	N/A
2018	-12.17%	N/A
2017	+12.95%	N/A
2016	+27.40%	N/A
2015	-5.03%	N/A
2014	+5.29%	N/A
2013	+37.93%	N/A
2012	+16.23%	N/A
2011	-7.67%	N/A
2010	+26.22%	N/A
2009	+55.38%	N/A
2008	-38.15%	N/A
2007	-0.59%	N/A
2006	+8.00%	N/A

PRFZ vs IBDV Drawdown Comparison

The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.

The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.

The current PRFZ drawdown is -2.92%. The current IBDV drawdown is -1.22%.

Rank	PRFZ	IBDV
#1	-62.42% Jul 13, 2007 - Apr 14, 2010	-21.85% Dec 31, 2020 - Sep 16, 2025
#2	-44.27% Aug 31, 2018 - Nov 24, 2020	-2.07% Aug 6, 2020 - Nov 19, 2020
#3	-29.36% Apr 29, 2011 - Sep 14, 2012	-2.07% Feb 27, 2026 - Mar 26, 2026
#4	-26.58% Nov 8, 2021 - Mar 27, 2024	-0.82% Nov 30, 2020 - Dec 28, 2020
#5	-26.54% Nov 25, 2024 - Sep 5, 2025	-0.75% Oct 20, 2025 - Nov 25, 2025
#6	-24.05% Jun 23, 2015 - Sep 2, 2016	-0.59% Sep 16, 2025 - Oct 2, 2025
#7	-22.45% Apr 23, 2010 - Dec 3, 2010	-0.49% Nov 26, 2025 - Dec 18, 2025
#8	-12.72% Jul 3, 2014 - Dec 29, 2014	-0.48% Jul 23, 2020 - Jul 30, 2020
#9	-10.39% Jan 22, 2026 - Apr 17, 2026	-0.41% Jan 14, 2026 - Jan 29, 2026
#10	-9.52% Sep 14, 2012 - Dec 20, 2012	-0.32% Oct 2, 2025 - Oct 13, 2025
#11	-9.44% Jun 8, 2021 - Oct 22, 2021	-0.27% Jul 9, 2020 - Jul 14, 2020
#12	-9.42% Jul 31, 2024 - Sep 19, 2024	-0.23% Dec 29, 2025 - Jan 14, 2026
#13	-9.27% Jan 23, 2018 - May 17, 2018	-0.18% Oct 16, 2025 - Oct 20, 2025
#14	-8.51% Mar 15, 2021 - May 27, 2021	-0.15% Jan 30, 2026 - Feb 5, 2026
#15	-8.15% Oct 27, 2025 - Dec 4, 2025	-0.14% Feb 17, 2026 - Feb 23, 2026

Correlation

Correlation between PRFZ and IBDV is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (2006 - 2026)

PRFZ vs IBDV dividend yield comparison.

Year	PRFZ	IBDV
2026	0.20%	1.90%
2025	0.82%	4.57%
2024	1.45%	4.69%
2023	1.42%	4.10%
2022	1.33%	3.02%
2021	0.93%	1.99%
2020	0.91%	0.90%
2019	1.29%	0.00%
2018	1.37%	0.00%
2017	0.97%	0.00%
2016	1.31%	0.00%
2015	1.39%	0.00%
2014	1.14%	0.00%
2013	0.93%	0.00%
2012	1.73%	0.00%
2011	0.98%	0.00%
2010	0.70%	0.00%
2009	0.71%	0.00%
2008	1.51%	0.00%
2007	0.77%	0.00%
2006	0.26%	0.00%