SPHB vs IBTK

Comparison between INVESCO S&P 500 HIGH BETA ETF (SPHB, ETF) and ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK, ETF).

5-Year PerformanceSPHB has outperformed IBTK, delivering a return of +16.8% compared to -1.0%

SPHB vs IBTK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPHB(ETF)	IBTK(ETF)
Net Assets	$976M	$975M
Expense Ratio	0.25%	0.07%
Max Drawdown	47.78%	86.51%
Sharpe Ratio	1.43	-0.72
5Y Beta	1.55	-0.01
P/E Ratio	33.73	N/A
Forward P/E	19.57	N/A
PEG Ratio	0.24	N/A
5Y Dividends CAGR	-0.20%	34.63%
5Y EPS CAGR	17.46%	N/A
Debt to Equity	-124.82%	N/A
P/S Ratio	2.86	N/A
P/B Ratio	4.58	N/A

Net Assets

Winner

SPHB

$976M

IBTK

$975M

Expense Ratio

SPHB

0.25%

Winner

IBTK

0.07%

Max Drawdown

Winner

SPHB

47.78%

IBTK

86.51%

Sharpe Ratio

Winner

SPHB

1.43

IBTK

-0.72

5Y Beta

SPHB

1.55

Winner

IBTK

-0.01

P/E Ratio

SPHB

33.73

IBTK

N/A

Forward P/E

SPHB

19.57

IBTK

N/A

PEG Ratio

SPHB

0.24

IBTK

N/A

5Y Dividends CAGR

SPHB

-0.20%

Winner

IBTK

34.63%

5Y EPS CAGR

SPHB

17.46%

IBTK

N/A

Debt to Equity

SPHB

-124.82%

IBTK

N/A

P/S Ratio

SPHB

2.86

IBTK

N/A

P/B Ratio

SPHB

4.58

IBTK

N/A

SPHB vs IBTK - Historical Returns

Returns include dividend reinvestment.

Period	SPHB	IBTK
1 month	+2.42%	+0.34%
3 months	+6.21%	+0.51%
6 months	+19.78%	-0.86%
1 year	+47.31%	+2.02%
5 years(CAGR)	+16.82%	-1.02%
10 years(CAGR)	+18.01%	N/A
Max(CAGR)	+13.93%	-1.54%

Winner

SPHB

+2.42%

IBTK

+0.34%

Winner

SPHB

+6.21%

IBTK

+0.51%

Winner

SPHB

+19.78%

IBTK

-0.86%

Winner

SPHB

+47.31%

IBTK

+2.02%

5Y(CAGR)

Winner

SPHB

+16.82%

IBTK

-1.02%

10Y(CAGR)

SPHB

+18.01%

IBTK

N/A

Max(CAGR)

Winner

SPHB

+13.93%

IBTK

-1.54%

SPHB vs IBTK - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	SPHB	IBTK
2026	+25.17%	-0.00%
2025	+32.89%	+7.43%
2024	+10.20%	+1.48%
2023	+33.64%	+3.37%
2022	-21.66%	-13.82%
2021	+42.64%	-3.58%
2020	+23.83%	-1.90%
2019	+32.98%	N/A
2018	-16.63%	N/A
2017	+15.98%	N/A
2016	+27.43%	N/A
2015	-12.63%	N/A
2014	+13.98%	N/A
2013	+36.75%	N/A
2012	+14.22%	N/A
2011	-21.89%	N/A

SPHB vs IBTK Drawdown Comparison

The maximum drawdown for SPHB was -46.82%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The maximum drawdown for IBTK was -86.47%, occurring on Dec 23, 2020. This drawdown has not yet recovered.

The current SPHB drawdown is -5.26%. The current IBTK drawdown is -9.61%.

Rank	SPHB	IBTK
#1	-46.82% Jan 17, 2020 - Jun 8, 2020	-86.47% Jul 30, 2020 - Dec 23, 2020
#2	-38.30% May 10, 2011 - Mar 14, 2013	-0.08% Jul 20, 2020 - Jul 24, 2020
#3	-34.48% Apr 23, 2015 - Nov 15, 2016	N/A
#4	-31.49% Nov 8, 2021 - Dec 14, 2023	N/A
#5	-29.21% Jan 23, 2025 - Jun 24, 2025	N/A
#6	-27.72% Sep 20, 2018 - Dec 12, 2019	N/A
#7	-21.44% Jun 8, 2020 - Nov 9, 2020	N/A
#8	-14.11% Jun 22, 2026 - Jul 29, 2026	N/A
#9	-14.05% Jul 16, 2024 - Oct 9, 2024	N/A
#10	-13.10% Jun 2, 2021 - Oct 25, 2021	N/A
#11	-11.40% Sep 18, 2014 - Nov 10, 2014	N/A
#12	-11.32% Jan 26, 2018 - Aug 29, 2018	N/A
#13	-10.71% Feb 25, 2026 - Apr 13, 2026	N/A
#14	-9.69% Oct 27, 2025 - Dec 3, 2025	N/A
#15	-9.61% Jan 14, 2021 - Feb 8, 2021	N/A

Correlation

Correlation between SPHB and IBTK is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.01

-101

Dividend Comparison (2011 - 2026)

SPHB vs IBTK dividend yield comparison.

Year	SPHB	IBTK
2026	0.29%	2.19%
2025	0.60%	3.79%
2024	0.80%	3.93%
2023	0.73%	3.05%
2022	0.72%	2.27%
2021	0.91%	0.84%
2020	1.90%	0.26%
2019	1.26%	0.00%
2018	1.97%	0.00%
2017	1.34%	0.00%
2016	0.93%	0.00%
2015	1.69%	0.00%
2014	0.98%	0.00%
2013	0.69%	0.00%
2012	0.88%	0.00%
2011	0.70%	0.00%