TEND vs DEMZ

Comparison between iShares Large Cap 10 Target Buffer Dec ETF (TEND, ETF) and DEMOCRATIC LARGE CAP CORE ETF (DEMZ, ETF).

TEND vs DEMZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TEND(ETF)	DEMZ(ETF)
Net Assets	$64M	$64M
Expense Ratio	0.50%	0.45%
Max Drawdown	5.92%	28.44%
Sharpe Ratio	0.95	1.31
5Y Beta	0.58	0.94
P/E Ratio	N/A	28.13
Forward P/E	N/A	21.62
PEG Ratio	N/A	0.60
5Y Dividends CAGR	N/A	58.07%
5Y EPS CAGR	N/A	21.21%
Debt to Equity	N/A	41.51%
P/S Ratio	N/A	3.69
P/B Ratio	N/A	5.35

Net Assets

TEND

$64M

DEMZ

$64M

Expense Ratio

TEND

0.50%

Winner

DEMZ

0.45%

Max Drawdown

Winner

TEND

5.92%

DEMZ

28.44%

Sharpe Ratio

TEND

0.95

Winner

DEMZ

1.31

5Y Beta

Winner

TEND

0.58

DEMZ

0.94

P/E Ratio

TEND

N/A

DEMZ

28.13

Forward P/E

TEND

N/A

DEMZ

21.62

PEG Ratio

TEND

N/A

DEMZ

0.60

5Y Dividends CAGR

TEND

N/A

DEMZ

58.07%

5Y EPS CAGR

TEND

N/A

DEMZ

21.21%

Debt to Equity

TEND

N/A

DEMZ

41.51%

P/S Ratio

TEND

N/A

DEMZ

3.69

P/B Ratio

TEND

N/A

DEMZ

5.35

TEND vs DEMZ - Holdings Comparison

TEND and DEMZ have 0 common holdings. Overlap is 0.00%

TEND's top 25 holdings weight is 101.77%. DEMZ's top 25 holdings weight is 79.31%.

Rank	TEND	DEMZ
#1	ISHARES CORE S&P 500 ETF (IVV) - 101.77%	LAM RESEARCH CORP (LRCX) - 5.88%
#2	N/A	APPLE INC (AAPL) - 5.53%
#3	N/A	NVIDIA CORP (NVDA) - 5.42%
#4	N/A	KLA CORP (KLAC) - 5.14%
#5	N/A	MICROSOFT CORP (MSFT) - 4.94%
#6	N/A	ADVANCED MICRO DEVICES INC (AMD) - 4.59%
#7	N/A	AMPHENOL CORP CLASS A (APH) - 4.33%
#8	N/A	LOEWS CORP (L) - 3.90%
#9	N/A	COSTCO WHOLESALE CORP (COST) - 3.84%
#10	N/A	NORDSON CORP (NDSN) - 3.77%
#11	N/A	META PLATFORMS INC CLASS A (META) - 2.98%
#12	N/A	XYLEM INC (XYL) - 2.83%
#13	N/A	ALPHABET INC CLASS A (GOOGL) - 2.58%
#14	N/A	AVERY DENNISON CORP (AVY) - 2.51%
#15	N/A	ALPHABET INC CLASS C (GOOG) - 2.31%
#16	N/A	ARISTA NETWORKS INC (ANET) - 2.26%
#17	N/A	AUTOMATIC DATA PROCESSING INC (ADP) - 2.19%
#18	N/A	KIMCO REALTY CORP (KIM) - 2.05%
#19	N/A	THE WALT DISNEY CO (DIS) - 2.01%
#20	N/A	EVEREST GROUP LTD (EG) - 1.98%
#21	N/A	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.72%
#22	N/A	STRYKER CORP (SYK) - 1.67%
#23	N/A	ROSS STORES INC (ROST) - 1.66%
#24	N/A	DANAHER CORP (DHR) - 1.61%
#25	N/A	VERALTO CORP (VLTO) - 1.61%
Total Holdings	1	46

TEND vs DEMZ - Historical Returns

Returns include dividend reinvestment.

Period	TEND	DEMZ
1 month	+0.51%	+5.50%
3 months	+7.53%	+13.48%
6 months	+6.40%	+9.91%
1 year	N/A	+23.84%
5 years(CAGR)	N/A	+12.77%
Max(CAGR)	+11.80%	+16.74%

TEND

+0.51%

Winner

DEMZ

+5.50%

TEND

+7.53%

Winner

DEMZ

+13.48%

TEND

+6.40%

Winner

DEMZ

+9.91%

TEND

N/A

DEMZ

+23.84%

5Y(CAGR)

TEND

N/A

DEMZ

+12.77%

Max(CAGR)

TEND

+11.80%

Winner

DEMZ

+16.74%

TEND vs DEMZ - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	TEND	DEMZ
2026	+6.08%	+8.78%
2025	+1.72%	+19.81%
2024	N/A	+24.16%
2023	N/A	+24.28%
2022	N/A	-18.81%
2021	N/A	+34.21%
2020	N/A	+11.09%

TEND vs DEMZ Drawdown Comparison

The maximum drawdown for TEND was -5.92%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.

The maximum drawdown for DEMZ was -27.17%, occurring on Oct 12, 2022. Recovery took 500 trading sessions.

The current TEND drawdown is -1.14%.

Rank	TEND	DEMZ
#1	-5.92% Feb 9, 2026 - Apr 14, 2026	-27.17% Dec 29, 2021 - Dec 26, 2023
#2	-2.26% Jun 4, 2026 - Jun 10, 2026	-18.69% Dec 4, 2024 - Jun 10, 2025
#3	-1.74% Jan 12, 2026 - Feb 9, 2026	-12.28% Jan 27, 2026 - May 6, 2026
#4	-1.66% Nov 12, 2025 - Nov 26, 2025	-8.31% Jul 16, 2024 - Sep 19, 2024
#5	-1.12% Oct 9, 2025 - Oct 20, 2025	-7.34% Oct 27, 2025 - Jan 6, 2026
#6	-1.04% Dec 11, 2025 - Dec 22, 2025	-6.20% Mar 21, 2024 - May 15, 2024
#7	-0.89% Dec 26, 2025 - Jan 6, 2026	-5.44% Sep 8, 2021 - Nov 2, 2021
#8	-0.84% May 14, 2026 - May 26, 2026	-4.64% Jan 21, 2021 - Feb 4, 2021
#9	-0.64% Oct 28, 2025 - Nov 11, 2025	-4.42% Feb 12, 2021 - Mar 17, 2021
#10	-0.53% Apr 17, 2026 - Apr 24, 2026	-4.20% Nov 19, 2021 - Dec 8, 2021
#11	-0.42% Apr 27, 2026 - Apr 30, 2026	-4.10% Dec 10, 2021 - Dec 27, 2021
#12	-0.33% May 1, 2026 - May 5, 2026	-3.97% Oct 14, 2024 - Nov 7, 2024
#13	-0.28% Jun 2, 2026 - Jun 4, 2026	-3.91% May 7, 2021 - May 28, 2021
#14	-0.28% Jan 6, 2026 - Jan 9, 2026	-3.33% Oct 8, 2025 - Oct 20, 2025
#15	-0.21% May 6, 2026 - May 8, 2026	-2.79% Jul 12, 2021 - Jul 23, 2021