VFQY vs IBTO

Comparison between VANGUARD U.S. QUALITY FACTOR ETF ETF SHARES (VFQY, ETF) and ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF).

VFQY vs IBTO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VFQY(ETF)	IBTO(ETF)
Net Assets	$463M	$463M
Expense Ratio	0.13%	0.07%
Max Drawdown	37.66%	9.04%
Sharpe Ratio	1.14	0.05
5Y Beta	0.93	-0.01
P/E Ratio	25.63	N/A
Forward P/E	16.56	N/A
5Y Dividends CAGR	12.38%	N/A
5Y EPS CAGR	17.43%	N/A
Debt to Equity	63.32%	N/A
P/S Ratio	1.76	N/A
P/B Ratio	3.72	N/A

Net Assets

Winner

VFQY

$463M

IBTO

$463M

Expense Ratio

VFQY

0.13%

Winner

IBTO

0.07%

Max Drawdown

VFQY

37.66%

Winner

IBTO

9.04%

Sharpe Ratio

Winner

VFQY

1.14

IBTO

0.05

5Y Beta

VFQY

0.93

Winner

IBTO

-0.01

P/E Ratio

VFQY

25.63

IBTO

N/A

Forward P/E

VFQY

16.56

IBTO

N/A

5Y Dividends CAGR

VFQY

12.38%

IBTO

N/A

5Y EPS CAGR

VFQY

17.43%

IBTO

N/A

Debt to Equity

VFQY

63.32%

IBTO

N/A

P/S Ratio

VFQY

1.76

IBTO

N/A

P/B Ratio

VFQY

3.72

IBTO

N/A

VFQY vs IBTO - Historical Returns

Returns include dividend reinvestment.

Period	VFQY	IBTO
1 month	+4.89%	+0.08%
3 months	+11.59%	-0.60%
6 months	+7.77%	-0.16%
1 year	+19.99%	+3.42%
5 years(CAGR)	+8.52%	N/A
10 years(CAGR)	+11.32%	N/A
Max(CAGR)	+11.32%	+2.85%

Winner

VFQY

+4.89%

IBTO

+0.08%

Winner

VFQY

+11.59%

IBTO

-0.60%

Winner

VFQY

+7.77%

IBTO

-0.16%

Winner

VFQY

+19.99%

IBTO

+3.42%

5Y(CAGR)

VFQY

+8.52%

IBTO

N/A

10Y(CAGR)

VFQY

+11.32%

IBTO

N/A

Max(CAGR)

Winner

VFQY

+11.32%

IBTO

+2.85%

VFQY vs IBTO - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	VFQY	IBTO
2026	+9.01%	-0.39%
2025	+10.45%	+8.05%
2024	+13.50%	-0.45%
2023	+23.09%	+1.71%
2022	-15.77%	N/A
2021	+29.41%	N/A
2020	+16.57%	N/A
2019	+24.76%	N/A
2018	-7.84%	N/A

VFQY vs IBTO Drawdown Comparison

The maximum drawdown for VFQY was -37.41%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.

The maximum drawdown for IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.

The current IBTO drawdown is -2.49%.

Rank	VFQY	IBTO
#1	-37.41% Jan 16, 2020 - Sep 2, 2020	-8.35% Jul 19, 2023 - Dec 14, 2023
#2	-25.93% Nov 16, 2021 - Dec 14, 2023	-6.91% Sep 16, 2024 - Aug 1, 2025
#3	-23.84% Aug 29, 2018 - Dec 12, 2019	-5.50% Dec 27, 2023 - Jul 31, 2024
#4	-20.67% Dec 4, 2024 - Aug 13, 2025	-3.65% Feb 27, 2026 - May 19, 2026
#5	-9.35% Sep 2, 2020 - Oct 9, 2020	-1.86% Jun 30, 2023 - Jul 13, 2023
#6	-9.12% Feb 6, 2026 - May 5, 2026	-1.61% Aug 5, 2024 - Aug 21, 2024
#7	-7.85% Jul 16, 2024 - Aug 23, 2024	-1.38% Nov 26, 2025 - Feb 12, 2026
#8	-6.96% Oct 12, 2020 - Nov 5, 2020	-1.18% Oct 22, 2025 - Nov 25, 2025
#9	-6.84% Mar 12, 2018 - May 16, 2018	-1.03% Sep 11, 2025 - Oct 14, 2025
#10	-6.49% Mar 28, 2024 - Jul 11, 2024	-0.75% Aug 21, 2024 - Sep 4, 2024
#11	-5.80% Oct 27, 2025 - Dec 3, 2025	-0.59% Aug 4, 2025 - Aug 22, 2025
#12	-5.13% Sep 2, 2021 - Oct 21, 2021	-0.52% Jul 13, 2023 - Jul 19, 2023
#13	-4.79% Mar 15, 2021 - Apr 5, 2021	-0.32% Dec 14, 2023 - Dec 20, 2023
#14	-4.79% May 7, 2021 - Jun 7, 2021	-0.31% Aug 28, 2025 - Sep 3, 2025
#15	-4.77% Aug 23, 2024 - Sep 19, 2024	-0.28% Dec 20, 2023 - Dec 27, 2023