USCL vs IBDW

Comparison between ISHARES CLIMATE CONSCIOUS & TRANSITION MSCI USA ETF (USCL, ETF) and ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW, ETF).

USCL vs IBDW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USCL(ETF)	IBDW(ETF)
Net Assets	$2.50B	$2.50B
Expense Ratio	0.08%	0.10%
Max Drawdown	19.23%	26.72%
Sharpe Ratio	0.98	-0.33
5Y Beta	0.95	0.07
P/E Ratio	27.55	N/A
Forward P/E	22.83	N/A
5Y Dividends CAGR	N/A	81.64%
5Y EPS CAGR	29.79%	N/A
Debt to Equity	55.51%	N/A
P/S Ratio	4.32	N/A
P/B Ratio	6.68	N/A

Net Assets

USCL

$2.50B

IBDW

$2.50B

Expense Ratio

Winner

USCL

0.08%

IBDW

0.10%

Max Drawdown

Winner

USCL

19.23%

IBDW

26.72%

Sharpe Ratio

Winner

USCL

0.98

IBDW

-0.33

5Y Beta

USCL

0.95

Winner

IBDW

0.07

P/E Ratio

USCL

27.55

IBDW

N/A

Forward P/E

USCL

22.83

IBDW

N/A

5Y Dividends CAGR

USCL

N/A

IBDW

81.64%

5Y EPS CAGR

USCL

29.79%

IBDW

N/A

Debt to Equity

USCL

55.51%

IBDW

N/A

P/S Ratio

USCL

4.32

IBDW

N/A

P/B Ratio

USCL

6.68

IBDW

N/A

USCL vs IBDW - Historical Returns

Returns include dividend reinvestment.

Period	USCL	IBDW
1 month	+3.01%	-0.52%
3 months	+5.00%	-0.33%
6 months	+10.80%	-0.37%
1 year	+16.49%	+2.58%
5 years(CAGR)	N/A	+0.14%
Max(CAGR)	+20.29%	+0.44%

Winner

USCL

+3.01%

IBDW

-0.52%

Winner

USCL

+5.00%

IBDW

-0.33%

Winner

USCL

+10.80%

IBDW

-0.37%

Winner

USCL

+16.49%

IBDW

+2.58%

5Y(CAGR)

USCL

N/A

IBDW

+0.14%

Max(CAGR)

Winner

USCL

+20.29%

IBDW

+0.44%

USCL vs IBDW - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	USCL	IBDW
2026	+9.88%	+0.13%
2025	+14.58%	+8.86%
2024	+27.52%	+3.60%
2023	+12.72%	+8.47%
2022	N/A	-16.41%
2021	N/A	+0.36%

USCL vs IBDW Drawdown Comparison

The maximum drawdown for USCL was -18.99%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The maximum drawdown for IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 1132 trading sessions.

The current USCL drawdown is -0.30%. The current IBDW drawdown is -1.17%.

Rank	USCL	IBDW
#1	-18.99% Feb 19, 2025 - Jun 30, 2025	-23.88% Aug 3, 2021 - Feb 5, 2026
#2	-10.24% Jan 12, 2026 - Apr 17, 2026	-2.42% Feb 23, 2026 - Mar 26, 2026
#3	-10.00% Jul 31, 2023 - Nov 30, 2023	-0.79% Jul 8, 2021 - Jul 19, 2021
#4	-8.58% Jul 16, 2024 - Sep 19, 2024	-0.59% Jul 19, 2021 - Jul 28, 2021
#5	-5.61% Oct 28, 2025 - Dec 24, 2025	-0.19% Jul 28, 2021 - Aug 2, 2021
#6	-5.42% Mar 28, 2024 - May 15, 2024	-0.19% Jun 30, 2021 - Jul 2, 2021
#7	-4.87% Jun 2, 2026 - Aug 3, 2026	-0.17% Jun 24, 2021 - Jun 28, 2021
#8	-4.69% Dec 11, 2024 - Jan 30, 2025	-0.12% Feb 10, 2026 - Feb 12, 2026
#9	-2.57% Oct 8, 2025 - Oct 24, 2025	-0.07% Feb 17, 2026 - Feb 23, 2026
#10	-2.45% Jun 15, 2023 - Jun 30, 2023	N/A
#11	-2.44% Jul 25, 2025 - Aug 13, 2025	N/A
#12	-2.39% Oct 18, 2024 - Nov 6, 2024	N/A
#13	-2.19% Nov 11, 2024 - Nov 26, 2024	N/A
#14	-1.82% Jan 29, 2024 - Feb 2, 2024	N/A
#15	-1.81% Dec 28, 2023 - Jan 10, 2024	N/A