SVOL vs IBTL
Comparison between SIMPLIFY VOLATILITY PREMIUM ETF (SVOL, ETF) and ISHARES IBONDS DEC 2031 TERM TREASURY ETF (IBTL, ETF).
5-Year PerformanceSVOL has outperformed IBTL, delivering a return of +6.2% compared to -1.5%
SVOL vs IBTL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SVOL vs IBTL - Historical Returns
Returns include dividend reinvestment.
SVOL vs IBTL - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | SVOL | IBTL |
|---|---|---|
| 2026 | -0.83% | -0.32% |
| 2025 | +2.74% | +7.90% |
| 2024 | +6.52% | +0.67% |
| 2023 | +22.95% | +2.84% |
| 2022 | -5.04% | -15.60% |
| 2021 | +12.25% | -1.38% |
SVOL vs IBTL Drawdown Comparison
The maximum drawdown for SVOL was -33.48%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The maximum drawdown for IBTL was -20.93%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current SVOL drawdown is -3.44%. The current IBTL drawdown is -7.17%.
| Rank | SVOL | IBTL |
|---|---|---|
| #1 | -33.48% Feb 19, 2025 - Apr 8, 2025 | -20.93% Sep 1, 2021 - Oct 19, 2023 |
| #2 | -15.56% Jan 12, 2022 - May 8, 2023 | N/A |
| #3 | -10.91% Jul 12, 2024 - Aug 15, 2024 | N/A |
| #4 | -8.52% Nov 4, 2021 - Jan 4, 2022 | N/A |
| #5 | -6.89% Dec 4, 2024 - Jan 23, 2025 | N/A |
| #6 | -5.11% Jul 2, 2021 - Aug 10, 2021 | N/A |
| #7 | -4.99% Sep 2, 2021 - Oct 14, 2021 | N/A |
| #8 | -4.66% Aug 27, 2024 - Nov 13, 2024 | N/A |
| #9 | -4.61% Sep 14, 2023 - Nov 6, 2023 | N/A |
| #10 | -3.79% Mar 27, 2024 - May 3, 2024 | N/A |
| #11 | -2.85% Jun 11, 2021 - Jun 24, 2021 | N/A |
| #12 | -2.14% Jan 4, 2022 - Jan 12, 2022 | N/A |
| #13 | -2.10% May 14, 2021 - May 26, 2021 | N/A |
| #14 | -1.84% Aug 12, 2021 - Aug 27, 2021 | N/A |
| #15 | -1.71% Oct 25, 2021 - Nov 2, 2021 | N/A |
Correlation
Correlation between SVOL and IBTL is -0.01 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2021 - 2026)
SVOL vs IBTL dividend yield comparison.
| Year | SVOL | IBTL |
|---|---|---|
| 2026 | 9.03% | 1.62% |
| 2025 | 19.82% | 3.93% |
| 2024 | 16.79% | 4.07% |
| 2023 | 16.36% | 3.04% |
| 2022 | 18.32% | 2.36% |
| 2021 | 4.65% | 0.70% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks