QLTY vs IBDU

Comparison between GMO U.S. QUALITY ETF (QLTY, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).

QLTY vs IBDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QLTY(ETF)	IBDU(ETF)
Net Assets	$3.60B	$3.70B
Expense Ratio	0.50%	0.10%
Max Drawdown	17.13%	22.93%
Sharpe Ratio	1.81	0.70
5Y Beta	0.89	0.05
P/E Ratio	26.42	N/A
Forward P/E	21.81	N/A
PEG Ratio	0.90	N/A
5Y Dividends CAGR	N/A	12.82%
5Y EPS CAGR	20.02%	N/A
Debt to Equity	48.91%	N/A
P/S Ratio	3.23	N/A
P/B Ratio	5.56	N/A

Net Assets

QLTY

$3.60B

Winner

IBDU

$3.70B

Expense Ratio

QLTY

0.50%

Winner

IBDU

0.10%

Max Drawdown

Winner

QLTY

17.13%

IBDU

22.93%

Sharpe Ratio

Winner

QLTY

1.81

IBDU

0.70

5Y Beta

QLTY

0.89

Winner

IBDU

0.05

P/E Ratio

QLTY

26.42

IBDU

N/A

Forward P/E

QLTY

21.81

IBDU

N/A

PEG Ratio

QLTY

0.90

IBDU

N/A

5Y Dividends CAGR

QLTY

N/A

IBDU

12.82%

5Y EPS CAGR

QLTY

20.02%

IBDU

N/A

Debt to Equity

QLTY

48.91%

IBDU

N/A

P/S Ratio

QLTY

3.23

IBDU

N/A

P/B Ratio

QLTY

5.56

IBDU

N/A

QLTY vs IBDU - Historical Returns

Returns include dividend reinvestment.

Period	QLTY	IBDU
1 month	+6.65%	+0.17%
3 months	+3.76%	+0.07%
6 months	+9.79%	+1.45%
1 year	+29.31%	+5.60%
5 years(CAGR)	N/A	+1.37%
Max(CAGR)	+21.87%	+2.42%

Winner

QLTY

+6.65%

IBDU

+0.17%

Winner

QLTY

+3.76%

IBDU

+0.07%

Winner

QLTY

+9.79%

IBDU

+1.45%

Winner

QLTY

+29.31%

IBDU

+5.60%

5Y(CAGR)

QLTY

N/A

IBDU

+1.37%

Max(CAGR)

Winner

QLTY

+21.87%

IBDU

+2.42%

QLTY vs IBDU - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	QLTY	IBDU
2026	+4.78%	+0.62%
2025	+21.37%	+7.50%
2024	+21.61%	+4.07%
2023	+5.68%	+8.17%
2022	N/A	-12.44%
2021	N/A	-1.87%
2020	N/A	+10.16%
2019	N/A	+2.23%

QLTY vs IBDU Drawdown Comparison

The maximum drawdown for QLTY was -17.00%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The current QLTY drawdown is -0.10%. The current IBDU drawdown is -0.44%.

Rank	QLTY	IBDU
#1	-17.00% Feb 19, 2025 - Jun 27, 2025	-19.44% Aug 4, 2021 - Jul 21, 2025
#2	-11.71% Jan 12, 2026 - May 5, 2026	-18.22% Mar 5, 2020 - Jun 15, 2020
#3	-7.03% Jul 16, 2024 - Aug 30, 2024	-5.23% Dec 31, 2020 - Aug 2, 2021
#4	-4.36% Oct 14, 2024 - Dec 2, 2024	-1.79% Aug 6, 2020 - Nov 27, 2020
#5	-4.35% Oct 27, 2025 - Nov 25, 2025	-1.65% Oct 4, 2019 - Dec 26, 2019
#6	-4.24% Mar 27, 2024 - May 10, 2024	-1.58% Feb 27, 2026 - Mar 26, 2026
#7	-4.17% Dec 4, 2024 - Jan 23, 2025	-0.81% Nov 30, 2020 - Dec 24, 2020
#8	-3.31% Aug 30, 2024 - Sep 13, 2024	-0.78% Sep 24, 2019 - Oct 2, 2019
#9	-3.29% May 22, 2024 - Jun 11, 2024	-0.67% Jun 16, 2020 - Jul 1, 2020
#10	-3.05% Oct 6, 2025 - Oct 20, 2025	-0.55% Feb 3, 2020 - Feb 10, 2020
#11	-2.97% Jul 25, 2025 - Aug 13, 2025	-0.52% Feb 25, 2020 - Feb 28, 2020
#12	-2.49% Dec 11, 2025 - Dec 24, 2025	-0.51% Oct 21, 2025 - Nov 24, 2025
#13	-1.94% Sep 22, 2025 - Oct 1, 2025	-0.47% Sep 15, 2025 - Oct 1, 2025
#14	-1.84% Sep 30, 2024 - Oct 11, 2024	-0.37% Jul 23, 2020 - Jul 29, 2020
#15	-1.58% Jan 29, 2024 - Feb 2, 2024	-0.35% Feb 10, 2020 - Feb 18, 2020