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TBT vs IQSU

Comparison between PROSHARES ULTRASHORT 20+ YEAR TREASURY (TBT, ETF) and NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF).

5-Year PerformanceTBT has outperformed IQSU, delivering a return of +16.1% compared to +12.5%

TBT vs IQSU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TBT
$333M
IQSU
$332M
Expense Ratio
TBT
N/A
IQSU
0.09%
Max Drawdown
TBT
95.17%
Winner
IQSU
31.29%
Sharpe Ratio
TBT
-0.15
Winner
IQSU
1.50
5Y Beta
Winner
TBT
-0.12
IQSU
0.99
P/E Ratio
TBT
N/A
IQSU
29.78
Forward P/E
TBT
N/A
IQSU
22.91
PEG Ratio
TBT
N/A
IQSU
0.61
5Y Dividends CAGR
Winner
TBT
89.90%
IQSU
18.07%
5Y EPS CAGR
TBT
N/A
IQSU
18.18%
Debt to Equity
TBT
N/A
IQSU
46.30%
P/S Ratio
TBT
N/A
IQSU
3.82
P/B Ratio
TBT
N/A
IQSU
6.64

TBT vs IQSU - Historical Returns

Returns include dividend reinvestment.

1M
TBT
-2.07%
Winner
IQSU
+2.23%
3M
TBT
+2.27%
Winner
IQSU
+16.96%
6M
TBT
+2.69%
Winner
IQSU
+11.98%
1Y
TBT
+1.37%
Winner
IQSU
+27.18%
5Y(CAGR)
Winner
TBT
+16.06%
IQSU
+12.47%
10Y(CAGR)
TBT
+2.34%
IQSU
N/A
Max(CAGR)
TBT
-9.82%
Winner
IQSU
+16.05%

TBT vs IQSU - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearTBTIQSU
2026+2.30%+12.28%
2025-1.41%+15.28%
2024+25.84%+18.08%
2023+1.22%+33.53%
2022+83.83%-22.45%
2021+2.55%+32.44%
2020-36.60%+27.07%
2019-22.02%+1.24%
2018+2.75%N/A
2017-16.51%N/A
2016-6.01%N/A
2015-3.08%N/A
2014-41.07%N/A
2013+21.75%N/A
2012-14.72%N/A
2011-51.83%N/A
2010-26.11%N/A
2009+27.90%N/A
2008-45.18%N/A

TBT vs IQSU Drawdown Comparison

The maximum drawdown for TBT was -94.99%, occurring on Aug 4, 2020. This drawdown has not yet recovered.

The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The current TBT drawdown is -85.77%. The current IQSU drawdown is -1.44%.

RankTBTIQSU
#1-94.99%
Jun 13, 2008 - Aug 4, 2020
-31.29%
Feb 19, 2020 - Jul 10, 2020
#2-3.64%
May 29, 2008 - Jun 12, 2008
-26.76%
Dec 29, 2021 - Dec 12, 2023
#3-3.62%
May 6, 2008 - May 28, 2008
-20.96%
Dec 11, 2024 - Jul 22, 2025
#4-0.01%
May 2, 2008 - May 6, 2008
-11.18%
Jan 28, 2026 - Apr 17, 2026
#5N/A-10.04%
Sep 2, 2020 - Nov 25, 2020
#6N/A-9.07%
Jul 16, 2024 - Sep 19, 2024
#7N/A-5.96%
Feb 12, 2021 - Apr 1, 2021
#8N/A-5.92%
Sep 3, 2021 - Oct 21, 2021
#9N/A-5.59%
Oct 27, 2025 - Dec 10, 2025
#10N/A-5.09%
Mar 28, 2024 - May 14, 2024
#11N/A-4.21%
May 7, 2021 - Jun 10, 2021
#12N/A-4.17%
Jun 4, 2026 - Jun 10, 2026
#13N/A-3.98%
Dec 10, 2021 - Dec 23, 2021
#14N/A-3.45%
Nov 19, 2021 - Dec 8, 2021
#15N/A-3.41%
Oct 6, 2025 - Oct 20, 2025

Correlation

Correlation between TBT and IQSU is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2008 - 2026)

TBT vs IQSU dividend yield comparison.

YearTBTIQSU
20260.48%0.21%
20253.21%1.09%
20244.64%1.12%
20234.98%1.15%
20220.42%1.47%
20210.00%1.07%
20200.32%0.98%
20192.12%0.00%
20180.99%0.00%
20080.44%0.00%

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