SSUS vs IBTL

Comparison between DAY HAGAN SMART SECTOR ETF (SSUS, ETF) and ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF).

5-Year PerformanceSSUS has outperformed IBTL, delivering a return of +11.2% compared to -1.6%

SSUS vs IBTL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SSUS(ETF)	IBTL(ETF)
Net Assets	$553M	$555M
Expense Ratio	0.77%	0.07%
Max Drawdown	23.75%	24.74%
Sharpe Ratio	1.60	-0.22
5Y Beta	0.95	-0.02
5Y Dividends CAGR	11.62%	N/A

Net Assets

SSUS

$553M

Winner

IBTL

$555M

Expense Ratio

SSUS

0.77%

Winner

IBTL

0.07%

Max Drawdown

Winner

SSUS

23.75%

IBTL

24.74%

Sharpe Ratio

Winner

SSUS

1.60

IBTL

-0.22

5Y Beta

SSUS

0.95

Winner

IBTL

-0.02

5Y Dividends CAGR

SSUS

11.62%

IBTL

N/A

SSUS vs IBTL - Historical Returns

Returns include dividend reinvestment.

Period	SSUS	IBTL
1 month	+3.08%	-0.55%
3 months	+10.64%	-1.46%
6 months	+10.64%	-0.56%
1 year	+26.52%	+3.13%
5 years(CAGR)	+11.21%	-1.60%
Max(CAGR)	+13.55%	-1.60%

Winner

SSUS

+3.08%

IBTL

-0.55%

Winner

SSUS

+10.64%

IBTL

-1.46%

Winner

SSUS

+10.64%

IBTL

-0.56%

Winner

SSUS

+26.52%

IBTL

+3.13%

5Y(CAGR)

Winner

SSUS

+11.21%

IBTL

-1.60%

Max(CAGR)

Winner

SSUS

+13.55%

IBTL

-1.60%

SSUS vs IBTL - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SSUS	IBTL
2026	+10.88%	-0.71%
2025	+16.81%	+7.90%
2024	+19.61%	+0.67%
2023	+18.62%	+2.84%
2022	-18.25%	-15.60%
2021	+30.08%	-1.38%
2020	+17.44%	N/A

SSUS vs IBTL Drawdown Comparison

The maximum drawdown for SSUS was -23.75%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current SSUS drawdown is -3.86%. The current IBTL drawdown is -7.54%.

Rank	SSUS	IBTL
#1	-23.75% Feb 19, 2020 - Aug 3, 2020	-20.93% Sep 1, 2021 - Oct 19, 2023
#2	-23.45% Jan 4, 2022 - Feb 9, 2024	N/A
#3	-17.60% Feb 19, 2025 - Jun 24, 2025	N/A
#4	-9.25% Sep 2, 2020 - Nov 13, 2020	N/A
#5	-9.05% Jan 28, 2026 - Apr 14, 2026	N/A
#6	-8.67% Jul 16, 2024 - Sep 19, 2024	N/A
#7	-5.73% Oct 27, 2025 - Dec 24, 2025	N/A
#8	-5.54% Mar 28, 2024 - May 15, 2024	N/A
#9	-4.93% Dec 4, 2024 - Feb 18, 2025	N/A
#10	-4.67% Sep 3, 2021 - Oct 19, 2021	N/A
#11	-4.57% Feb 12, 2021 - Mar 12, 2021	N/A
#12	-4.19% Nov 24, 2021 - Dec 10, 2021	N/A
#13	-3.86% Jun 2, 2026 - Jun 5, 2026	N/A
#14	-3.80% May 7, 2021 - Jun 4, 2021	N/A
#15	-3.51% Dec 10, 2021 - Dec 27, 2021	N/A