SOCL vs IBGA
Comparison between GLOBAL X SOCIAL MEDIA ETF (SOCL, ETF) and ISHARES IBONDS DEC 2044 TERM TREASURY ETF (IBGA, ETF).
SOCL vs IBGA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SOCL
$92M
Winner
IBGA
$92M
Expense Ratio
SOCL
0.65%
Winner
IBGA
0.07%
Max Drawdown
SOCL
68.81%
Winner
IBGA
13.71%
Sharpe Ratio
SOCL
-0.23
Winner
IBGA
0.01
5Y Beta
SOCL
1.06
Winner
IBGA
0.05
P/E Ratio
SOCL
32.39
IBGA
N/A
Forward P/E
SOCL
17.43
IBGA
N/A
Debt to Equity
SOCL
66.95%
IBGA
N/A
P/S Ratio
SOCL
1.11
IBGA
N/A
P/B Ratio
SOCL
3.06
IBGA
N/A
SOCL vs IBGA - Historical Returns
Returns include dividend reinvestment.
1M
SOCL
-1.85%
Winner
IBGA
-0.24%
3M
Winner
SOCL
-2.22%
IBGA
-2.79%
6M
SOCL
-18.14%
Winner
IBGA
-1.00%
1Y
SOCL
-5.05%
Winner
IBGA
+3.61%
5Y(CAGR)
SOCL
-6.98%
IBGA
N/A
10Y(CAGR)
SOCL
+8.98%
IBGA
N/A
Max(CAGR)
Winner
SOCL
+8.36%
IBGA
+1.89%
SOCL vs IBGA - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | SOCL | IBGA |
|---|---|---|
| 2026 | -19.09% | -0.70% |
| 2025 | +30.05% | +5.72% |
| 2024 | +7.13% | -1.41% |
| 2023 | +27.75% | N/A |
| 2022 | -42.44% | N/A |
| 2021 | -13.35% | N/A |
| 2020 | +73.88% | N/A |
| 2019 | +25.33% | N/A |
| 2018 | -19.07% | N/A |
| 2017 | +53.24% | N/A |
| 2016 | +12.22% | N/A |
| 2015 | +9.54% | N/A |
| 2014 | -15.16% | N/A |
| 2013 | +60.88% | N/A |
| 2012 | -1.80% | N/A |
| 2011 | -12.02% | N/A |
SOCL vs IBGA Drawdown Comparison
The maximum drawdown for SOCL was -68.70%, occurring on Nov 3, 2022. This drawdown has not yet recovered.
The maximum drawdown for IBGA was -11.68%, occurring on Jan 14, 2025. This drawdown has not yet recovered.
The current SOCL drawdown is -40.24%. The current IBGA drawdown is -5.05%.
| Rank | SOCL | IBGA |
|---|---|---|
| #1 | -68.70% Feb 16, 2021 - Nov 3, 2022 | -11.68% Sep 16, 2024 - Jan 14, 2025 |
| #2 | -34.99% Mar 12, 2018 - Jun 1, 2020 | -3.64% Jun 25, 2024 - Jul 16, 2024 |
| #3 | -30.71% Mar 6, 2014 - Aug 9, 2016 | -2.83% Aug 5, 2024 - Aug 21, 2024 |
| #4 | -25.94% Feb 13, 2012 - Jul 17, 2013 | -2.03% Jul 17, 2024 - Jul 31, 2024 |
| #5 | -15.82% Oct 5, 2016 - Apr 25, 2017 | -1.77% Aug 21, 2024 - Sep 4, 2024 |
| #6 | -15.58% Nov 15, 2011 - Feb 3, 2012 | -0.72% Jun 14, 2024 - Jun 18, 2024 |
| #7 | -10.38% Oct 18, 2013 - Dec 10, 2013 | -0.53% Sep 10, 2024 - Sep 16, 2024 |
| #8 | -9.15% Sep 2, 2020 - Oct 21, 2020 | -0.49% Jun 18, 2024 - Jun 25, 2024 |
| #9 | -8.91% Jan 15, 2014 - Feb 18, 2014 | N/A |
| #10 | -7.70% Nov 24, 2017 - Jan 3, 2018 | N/A |
| #11 | -7.68% Sep 19, 2013 - Oct 18, 2013 | N/A |
| #12 | -6.58% Feb 1, 2018 - Feb 14, 2018 | N/A |
| #13 | -6.02% Nov 6, 2020 - Nov 25, 2020 | N/A |
| #14 | -5.58% Oct 29, 2020 - Nov 5, 2020 | N/A |
| #15 | -5.20% Jul 10, 2020 - Aug 3, 2020 | N/A |
Correlation
Correlation between SOCL and IBGA is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
0.28
-101
Dividend Comparison (2012 - 2026)
SOCL vs IBGA dividend yield comparison.
| Year | SOCL | IBGA |
|---|---|---|
| 2026 | 0.00% | 1.94% |
| 2025 | 0.43% | 4.49% |
| 2024 | 0.25% | 2.03% |
| 2023 | 0.61% | 0.00% |
| 2022 | 0.39% | 0.00% |
| 2017 | 1.49% | 0.00% |
| 2016 | 0.18% | 0.00% |
| 2015 | 0.01% | 0.00% |
| 2014 | 0.05% | 0.00% |
| 2013 | 0.00% | 0.00% |
| 2012 | 0.84% | 0.00% |
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