SPRE vs IBTQ
Comparison between SP FUNDS S&P GLOBAL REIT SHARIA ETF (SPRE, ETF) and ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF).
SPRE vs IBTQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPRE
$217M
Winner
IBTQ
$218M
Expense Ratio
SPRE
0.50%
Winner
IBTQ
0.07%
Max Drawdown
SPRE
42.60%
Winner
IBTQ
5.12%
Sharpe Ratio
Winner
SPRE
0.61
IBTQ
-0.09
5Y Beta
SPRE
0.56
Winner
IBTQ
0.01
P/E Ratio
SPRE
24.14
IBTQ
N/A
Forward P/E
SPRE
47.20
IBTQ
N/A
PEG Ratio
SPRE
0.11
IBTQ
N/A
5Y Dividends CAGR
SPRE
21.01%
IBTQ
N/A
5Y EPS CAGR
SPRE
19.56%
IBTQ
N/A
Debt to Equity
SPRE
52.80%
IBTQ
N/A
P/S Ratio
SPRE
8.68
IBTQ
N/A
P/B Ratio
SPRE
2.67
IBTQ
N/A
SPRE vs IBTQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPRE
-0.30%
IBTQ
-0.65%
3M
Winner
SPRE
+2.80%
IBTQ
-2.10%
6M
Winner
SPRE
+10.02%
IBTQ
-1.04%
1Y
Winner
SPRE
+11.39%
IBTQ
+3.35%
5Y(CAGR)
SPRE
+1.76%
IBTQ
N/A
Max(CAGR)
Winner
SPRE
+4.77%
IBTQ
+3.29%
SPRE vs IBTQ - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SPRE | IBTQ |
|---|---|---|
| 2026 | +8.32% | -1.02% |
| 2025 | +3.80% | +5.09% |
| 2024 | +1.23% | N/A |
| 2023 | +9.40% | N/A |
| 2022 | -28.07% | N/A |
| 2021 | +48.45% | N/A |
| 2020 | +0.73% | N/A |
SPRE vs IBTQ Drawdown Comparison
The maximum drawdown for SPRE was -38.33%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The maximum drawdown for IBTQ was -4.26%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current SPRE drawdown is -11.68%. The current IBTQ drawdown is -3.33%.
| Rank | SPRE | IBTQ |
|---|---|---|
| #1 | -38.33% Dec 31, 2021 - Oct 27, 2023 | -4.26% Feb 27, 2026 - May 19, 2026 |
| #2 | -8.62% Sep 3, 2021 - Oct 28, 2021 | -3.90% Apr 4, 2025 - Aug 28, 2025 |
| #3 | -7.09% Feb 8, 2021 - Mar 16, 2021 | -1.60% Nov 26, 2025 - Feb 12, 2026 |
| #4 | -3.31% Dec 31, 2020 - Jan 20, 2021 | -1.45% Oct 22, 2025 - Nov 25, 2025 |
| #5 | -3.17% Apr 30, 2021 - May 24, 2021 | -1.09% Sep 11, 2025 - Oct 10, 2025 |
| #6 | -2.70% Nov 24, 2021 - Dec 7, 2021 | -0.52% Aug 28, 2025 - Sep 4, 2025 |
| #7 | -2.44% Mar 16, 2021 - Mar 26, 2021 | -0.29% Sep 8, 2025 - Sep 10, 2025 |
| #8 | -2.23% Jun 10, 2021 - Jul 7, 2021 | -0.23% Feb 13, 2026 - Feb 23, 2026 |
| #9 | -2.22% Jan 26, 2021 - Feb 2, 2021 | -0.14% Oct 16, 2025 - Oct 20, 2025 |
| #10 | -2.20% Jul 27, 2021 - Aug 20, 2021 | -0.12% Apr 1, 2025 - Apr 3, 2025 |
| #11 | -1.76% Aug 20, 2021 - Aug 30, 2021 | -0.11% Mar 26, 2025 - Mar 28, 2025 |
| #12 | -1.55% Oct 28, 2021 - Nov 17, 2021 | -0.10% Oct 14, 2025 - Oct 16, 2025 |
| #13 | -1.22% Jul 12, 2021 - Jul 20, 2021 | -0.10% Feb 23, 2026 - Feb 26, 2026 |
| #14 | -1.20% Dec 13, 2021 - Dec 15, 2021 | N/A |
| #15 | -1.15% Dec 8, 2021 - Dec 13, 2021 | N/A |
Correlation
Correlation between SPRE and IBTQ is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2021 - 2026)
SPRE vs IBTQ dividend yield comparison.
| Year | SPRE | IBTQ |
|---|---|---|
| 2026 | 1.60% | 1.60% |
| 2025 | 4.10% | 2.80% |
| 2024 | 4.13% | 0.00% |
| 2023 | 4.16% | 0.00% |
| 2022 | 4.17% | 0.00% |
| 2021 | 2.83% | 0.00% |
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