USCA vs IBDR

Comparison between XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF) and ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF).

USCA vs IBDR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USCA(ETF)	IBDR(ETF)
Net Assets	$3.50B	$3.50B
Expense Ratio	0.07%	0.10%
Max Drawdown	19.36%	16.31%
Sharpe Ratio	1.04	0.56
5Y Beta	0.95	0.01
P/E Ratio	27.33	N/A
Forward P/E	22.78	N/A
5Y Dividends CAGR	N/A	8.28%
5Y EPS CAGR	30.02%	N/A
Debt to Equity	53.49%	N/A
P/S Ratio	4.38	N/A
P/B Ratio	6.64	N/A

Net Assets

USCA

$3.50B

IBDR

$3.50B

Expense Ratio

Winner

USCA

0.07%

IBDR

0.10%

Max Drawdown

USCA

19.36%

Winner

IBDR

16.31%

Sharpe Ratio

Winner

USCA

1.04

IBDR

0.56

5Y Beta

USCA

0.95

Winner

IBDR

0.01

P/E Ratio

USCA

27.33

IBDR

N/A

Forward P/E

USCA

22.78

IBDR

N/A

5Y Dividends CAGR

USCA

N/A

IBDR

8.28%

5Y EPS CAGR

USCA

30.02%

IBDR

N/A

Debt to Equity

USCA

53.49%

IBDR

N/A

P/S Ratio

USCA

4.38

IBDR

N/A

P/B Ratio

USCA

6.64

IBDR

N/A

USCA vs IBDR - Historical Returns

Returns include dividend reinvestment.

Period	USCA	IBDR
1 month	+4.08%	+0.37%
3 months	+6.10%	+0.96%
6 months	+11.61%	+1.84%
1 year	+18.11%	+4.21%
5 years(CAGR)	N/A	+1.56%
10 years(CAGR)	N/A	+2.99%
Max(CAGR)	+21.63%	+2.99%

Winner

USCA

+4.08%

IBDR

+0.37%

Winner

USCA

+6.10%

IBDR

+0.96%

Winner

USCA

+11.61%

IBDR

+1.84%

Winner

USCA

+18.11%

IBDR

+4.21%

5Y(CAGR)

USCA

N/A

IBDR

+1.56%

10Y(CAGR)

USCA

N/A

IBDR

+2.99%

Max(CAGR)

Winner

USCA

+21.63%

IBDR

+2.99%

USCA vs IBDR - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	USCA	IBDR
2026	+10.87%	+2.19%
2025	+14.76%	+5.03%
2024	+27.94%	+5.25%
2023	+19.93%	+5.78%
2022	N/A	-7.96%
2021	N/A	-1.68%
2020	N/A	+9.14%
2019	N/A	+14.17%
2018	N/A	-2.45%
2017	N/A	+5.53%
2016	N/A	-3.34%

USCA vs IBDR Drawdown Comparison

The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.

Rank	USCA	IBDR
#1	-19.14% Feb 19, 2025 - Jun 30, 2025	-16.06% Mar 4, 2020 - Jun 2, 2020
#2	-10.25% Jan 12, 2026 - Apr 17, 2026	-13.13% Dec 31, 2020 - Dec 6, 2024
#3	-9.97% Jul 31, 2023 - Nov 22, 2023	-6.23% Sep 26, 2016 - Aug 3, 2017
#4	-8.66% Jul 16, 2024 - Sep 19, 2024	-5.01% Sep 7, 2017 - Jan 31, 2019
#5	-5.56% Oct 28, 2025 - Dec 24, 2025	-2.03% Aug 28, 2019 - Oct 3, 2019
#6	-5.48% Mar 28, 2024 - May 15, 2024	-1.19% Oct 31, 2019 - Nov 26, 2019
#7	-4.85% Jun 2, 2026 - Aug 3, 2026	-1.19% Jul 3, 2019 - Aug 1, 2019
#8	-4.69% Dec 11, 2024 - Jan 30, 2025	-0.95% Aug 6, 2020 - Nov 4, 2020
#9	-2.65% Apr 19, 2023 - Apr 28, 2023	-0.86% Oct 3, 2019 - Oct 31, 2019
#10	-2.56% Oct 8, 2025 - Oct 24, 2025	-0.70% Feb 26, 2019 - Mar 7, 2019
#11	-2.45% Jun 15, 2023 - Jun 30, 2023	-0.67% Jun 16, 2020 - Jul 2, 2020
#12	-2.42% Jul 25, 2025 - Aug 13, 2025	-0.64% Jun 10, 2020 - Jun 15, 2020
#13	-2.38% May 1, 2023 - May 17, 2023	-0.62% Apr 10, 2019 - Apr 24, 2019
#14	-2.30% Oct 18, 2024 - Nov 6, 2024	-0.61% Aug 3, 2017 - Aug 23, 2017
#15	-2.17% Nov 11, 2024 - Nov 26, 2024	-0.57% Apr 26, 2019 - May 7, 2019

Correlation

Correlation between USCA and IBDR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2016 - 2026)

USCA vs IBDR dividend yield comparison.

Year	USCA	IBDR
2026	0.50%	2.34%
2025	1.14%	4.20%
2024	1.22%	4.13%
2023	1.15%	3.41%
2022	0.00%	2.44%
2021	0.00%	2.11%
2020	0.00%	2.61%
2019	0.00%	3.25%
2018	0.00%	3.56%
2017	0.00%	3.22%
2016	0.00%	0.86%