RIZE vs IBTR

Comparison between PRINCIPAL INFLATION PROTECTION ETF (RIZE, ETF) and iShares iBonds Dec 2036 Term Treasury ETF (IBTR, ETF).

RIZE vs IBTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RIZE(ETF)	IBTR(ETF)
Net Assets	$11M	$11M
Expense Ratio	0.19%	0.07%
Max Drawdown	1.89%	3.25%
Sharpe Ratio	-3.06	-1.07
5Y Beta	0.04	0.18

Net Assets

RIZE

$11M

IBTR

$11M

Expense Ratio

RIZE

0.19%

Winner

IBTR

0.07%

Max Drawdown

Winner

RIZE

1.89%

IBTR

3.25%

Sharpe Ratio

RIZE

-3.06

Winner

IBTR

-1.07

5Y Beta

Winner

RIZE

0.04

IBTR

0.18

RIZE vs IBTR - Historical Returns

Returns include dividend reinvestment.

Period	RIZE	IBTR
1 month	+0.25%	-1.18%
3 months	N/A	-1.72%
Max(CAGR)	-1.65%	-1.90%

Winner

RIZE

+0.25%

IBTR

-1.18%

RIZE

N/A

IBTR

-1.72%

Max(CAGR)

Winner

RIZE

-1.65%

IBTR

-1.90%

RIZE vs IBTR - Annual Returns (2026 - 2026)

Returns include dividend reinvestment.

Year	RIZE	IBTR
2026	-0.29%	-0.62%

RIZE vs IBTR Drawdown Comparison

The maximum drawdown for RIZE was -0.84%, occurring on Jun 23, 2026. This drawdown has not yet recovered.

The maximum drawdown for IBTR was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current RIZE drawdown is -0.58%. The current IBTR drawdown is -2.29%.

Rank	RIZE	IBTR
#1	-0.84% Jun 2, 2026 - Jun 23, 2026	-2.88% Apr 17, 2026 - May 19, 2026
#2	-0.10% May 21, 2026 - May 26, 2026	-0.45% Apr 14, 2026 - Apr 17, 2026
#3	N/A	-0.20% Apr 2, 2026 - Apr 8, 2026
#4	N/A	-0.18% Apr 8, 2026 - Apr 14, 2026
#5	N/A	-0.13% Mar 31, 2026 - Apr 2, 2026
#6	N/A	-0.07% Mar 26, 2026 - Mar 30, 2026