QVML vs IBTI

Comparison between INVESCO S&P 500 QVM MULTI-FACTOR ETF (QVML, ETF) and ISHARES IBONDS DEC 2028 TERM TREASURY ETF (IBTI, ETF).

5-Year PerformanceQVML has outperformed IBTI, delivering a return of +13.1% compared to +0.2%

QVML vs IBTI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QVML(ETF)	IBTI(ETF)
Net Assets	$1.60B	$1.70B
Expense Ratio	0.11%	0.07%
Max Drawdown	24.47%	20.83%
Sharpe Ratio	1.59	-0.36
5Y Beta	0.97	-0.02
P/E Ratio	27.01	N/A
Forward P/E	20.85	N/A
5Y Dividends CAGR	N/A	36.89%
5Y EPS CAGR	28.14%	N/A
Debt to Equity	45.66%	N/A
P/S Ratio	3.38	N/A
P/B Ratio	5.21	N/A

Net Assets

QVML

$1.60B

Winner

IBTI

$1.70B

Expense Ratio

QVML

0.11%

Winner

IBTI

0.07%

Max Drawdown

QVML

24.47%

Winner

IBTI

20.83%

Sharpe Ratio

Winner

QVML

1.59

IBTI

-0.36

5Y Beta

QVML

0.97

Winner

IBTI

-0.02

P/E Ratio

QVML

27.01

IBTI

N/A

Forward P/E

QVML

20.85

IBTI

N/A

5Y Dividends CAGR

QVML

N/A

IBTI

36.89%

5Y EPS CAGR

QVML

28.14%

IBTI

N/A

Debt to Equity

QVML

45.66%

IBTI

N/A

P/S Ratio

QVML

3.38

IBTI

N/A

P/B Ratio

QVML

5.21

IBTI

N/A

QVML vs IBTI - Historical Returns

Returns include dividend reinvestment.

Period	QVML	IBTI
1 month	-1.38%	+0.32%
3 months	+13.07%	+0.60%
6 months	+7.23%	+0.58%
1 year	+22.36%	+3.03%
5 years(CAGR)	+13.15%	+0.21%
Max(CAGR)	+13.15%	+0.23%

QVML

-1.38%

Winner

IBTI

+0.32%

Winner

QVML

+13.07%

IBTI

+0.60%

Winner

QVML

+7.23%

IBTI

+0.58%

Winner

QVML

+22.36%

IBTI

+3.03%

5Y(CAGR)

Winner

QVML

+13.15%

IBTI

+0.21%

Max(CAGR)

Winner

QVML

+13.15%

IBTI

+0.23%

QVML vs IBTI - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	QVML	IBTI
2026	+8.52%	+0.41%
2025	+17.77%	+6.24%
2024	+26.36%	+2.84%
2023	+22.75%	+4.22%
2022	-16.67%	-10.75%
2021	+12.57%	-3.53%
2020	N/A	+3.65%

QVML vs IBTI Drawdown Comparison

The maximum drawdown for QVML was -23.53%, occurring on Oct 12, 2022. Recovery took 488 trading sessions.

The maximum drawdown for IBTI was -18.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current QVML drawdown is -3.01%. The current IBTI drawdown is -3.78%.

Rank	QVML	IBTI
#1	-23.53% Jan 4, 2022 - Dec 13, 2023	-18.46% Aug 4, 2020 - Oct 20, 2022
#2	-18.72% Feb 19, 2025 - Jun 27, 2025	-4.63% Mar 9, 2020 - Apr 1, 2020
#3	-8.73% Feb 2, 2026 - Apr 14, 2026	-1.69% Apr 21, 2020 - Jul 17, 2020
#4	-8.54% Jul 16, 2024 - Sep 19, 2024	-0.94% Apr 3, 2020 - Apr 15, 2020
#5	-5.36% Mar 28, 2024 - May 14, 2024	-0.21% Apr 16, 2020 - Apr 20, 2020
#6	-4.97% Sep 3, 2021 - Oct 20, 2021	-0.19% Jul 23, 2020 - Jul 28, 2020
#7	-4.65% Oct 28, 2025 - Dec 11, 2025	-0.12% Jul 31, 2020 - Aug 4, 2020
#8	-4.19% Dec 4, 2024 - Jan 22, 2025	-0.04% Mar 3, 2020 - Mar 5, 2020
#9	-4.17% Jun 2, 2026 - Jun 10, 2026	-0.04% Apr 1, 2020 - Apr 3, 2020
#10	-3.68% Nov 24, 2021 - Dec 8, 2021	N/A
#11	-2.99% Dec 15, 2021 - Dec 23, 2021	N/A
#12	-2.90% Jul 12, 2021 - Jul 23, 2021	N/A
#13	-2.83% Oct 8, 2025 - Oct 24, 2025	N/A
#14	-2.72% Jul 25, 2025 - Aug 12, 2025	N/A
#15	-2.68% Oct 14, 2024 - Nov 6, 2024	N/A