SWP vs IBIE
Comparison between SWP GROWTH & INCOME ETF (SWP, ETF) and ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE, ETF).
SWP vs IBIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SWP
$154M
IBIE
$154M
Expense Ratio
SWP
0.99%
Winner
IBIE
0.10%
Max Drawdown
SWP
17.14%
Winner
IBIE
3.25%
Sharpe Ratio
Winner
SWP
1.34
IBIE
0.63
5Y Beta
SWP
0.78
Winner
IBIE
0.00
P/E Ratio
SWP
24.81
IBIE
N/A
Forward P/E
SWP
20.19
IBIE
N/A
PEG Ratio
SWP
0.76
IBIE
N/A
5Y EPS CAGR
SWP
16.44%
IBIE
N/A
P/S Ratio
SWP
2.54
IBIE
N/A
P/B Ratio
SWP
4.97
IBIE
N/A
SWP vs IBIE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SWP
+0.93%
IBIE
-0.02%
3M
Winner
SWP
+6.89%
IBIE
+1.06%
6M
Winner
SWP
+5.87%
IBIE
+1.97%
1Y
Winner
SWP
+20.40%
IBIE
+4.70%
Max(CAGR)
Winner
SWP
+14.09%
IBIE
+5.60%
SWP vs IBIE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | SWP | IBIE |
|---|---|---|
| 2026 | +5.01% | +1.86% |
| 2025 | +16.94% | +6.54% |
| 2024 | +1.24% | +4.14% |
| 2023 | N/A | +2.93% |
SWP vs IBIE Drawdown Comparison
The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.
The maximum drawdown for IBIE was -1.70%, occurring on Dec 19, 2024. Recovery took 90 trading sessions.
The current SWP drawdown is -1.76%. The current IBIE drawdown is -0.19%.
| Rank | SWP | IBIE |
|---|---|---|
| #1 | -16.40% Feb 11, 2025 - Jul 1, 2025 | -1.70% Sep 24, 2024 - Feb 4, 2025 |
| #2 | -9.97% Feb 10, 2026 - Apr 17, 2026 | -1.63% Sep 18, 2023 - Nov 3, 2023 |
| #3 | -5.57% Nov 29, 2024 - Jan 23, 2025 | -1.48% Jan 12, 2024 - May 15, 2024 |
| #4 | -3.54% Nov 12, 2025 - Nov 26, 2025 | -1.24% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -3.47% Sep 22, 2025 - Oct 24, 2025 | -1.14% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -2.98% Oct 18, 2024 - Nov 6, 2024 | -0.78% Nov 3, 2023 - Nov 14, 2023 |
| #7 | -2.93% Dec 10, 2025 - Jan 5, 2026 | -0.65% Dec 27, 2023 - Jan 12, 2024 |
| #8 | -2.79% Jun 4, 2026 - Jun 10, 2026 | -0.59% Jun 5, 2024 - Jun 18, 2024 |
| #9 | -2.35% Jan 16, 2026 - Feb 6, 2026 | -0.55% Mar 17, 2026 - Apr 6, 2026 |
| #10 | -2.06% May 6, 2026 - May 22, 2026 | -0.51% Oct 22, 2025 - Jan 9, 2026 |
| #11 | -2.03% Jul 25, 2025 - Aug 13, 2025 | -0.51% Dec 1, 2023 - Dec 13, 2023 |
| #12 | -1.48% Apr 20, 2026 - May 6, 2026 | -0.49% Aug 5, 2024 - Aug 21, 2024 |
| #13 | -1.48% Nov 11, 2024 - Nov 21, 2024 | -0.42% Mar 3, 2025 - Mar 20, 2025 |
| #14 | -1.29% Aug 13, 2025 - Aug 22, 2025 | -0.41% May 15, 2024 - May 31, 2024 |
| #15 | -1.24% Sep 30, 2024 - Oct 9, 2024 | -0.41% Jul 17, 2024 - Jul 31, 2024 |
Correlation
Correlation between SWP and IBIE is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2023 - 2026)
SWP vs IBIE dividend yield comparison.
| Year | SWP | IBIE |
|---|---|---|
| 2026 | 2.21% | 0.24% |
| 2025 | 5.64% | 4.09% |
| 2024 | 0.44% | 4.23% |
| 2023 | 0.00% | 0.75% |
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