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IBTI vs. QPUX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBTI vs. QPUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2028 Term Treasury ETF (IBTI) and Defiance 2X Daily Long Pure Quantum ETF (QPUX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBTI achieves a 0.31% return, which is significantly higher than QPUX's -7.70% return.


IBTI

1D
-0.05%
1M
0.05%
YTD
0.31%
6M
0.52%
1Y
3.59%
3Y*
3.72%
5Y*
0.19%
10Y*

QPUX

1D
-15.07%
1M
59.73%
YTD
-7.70%
6M
-29.14%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTI vs. QPUX - Yearly Performance Comparison


Correlation

The correlation between IBTI and QPUX is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 8, 2025

-0.01

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Return for Risk

IBTI vs. QPUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBTI
IBTI Risk / Return Rank: 6666
Overall Rank
IBTI Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
IBTI Sortino Ratio Rank: 7575
Sortino Ratio Rank
IBTI Omega Ratio Rank: 6868
Omega Ratio Rank
IBTI Calmar Ratio Rank: 6666
Calmar Ratio Rank
IBTI Martin Ratio Rank: 6262
Martin Ratio Rank

QPUX
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBTI vs. QPUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Treasury ETF (IBTI) and Defiance 2X Daily Long Pure Quantum ETF (QPUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


IBTIQPUXDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.41

Calmar ratioReturn relative to maximum drawdown

3.28

Martin ratioReturn relative to average drawdown

11.08

IBTI vs. QPUX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBTIQPUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

-0.14

+0.18

Drawdowns

IBTI vs. QPUX - Drawdown Comparison

The maximum IBTI drawdown since its inception was -18.45%, smaller than the maximum QPUX drawdown of -94.73%. Use the drawdown chart below to compare losses from any high point for IBTI and QPUX.


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Drawdown Indicators


IBTIQPUXDifference

Max Drawdown

Largest peak-to-trough decline

-18.45%

-94.73%

+76.28%

Max Drawdown (1Y)

Largest decline over 1 year

-1.10%

Max Drawdown (3Y)

Largest decline over 3 years

-3.24%

Max Drawdown (5Y)

Largest decline over 5 years

-16.18%

Current Drawdown

Current decline from peak

-3.91%

-81.69%

+77.78%

Average Drawdown

Average peak-to-trough decline

-8.26%

-63.48%

+55.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.32%

Volatility

IBTI vs. QPUX - Volatility Comparison


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Volatility by Period


IBTIQPUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.37%

Volatility (6M)

Calculated over the trailing 6-month period

1.06%

Volatility (1Y)

Calculated over the trailing 1-year period

1.76%

194.76%

-193.00%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.02%

194.76%

-189.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.17%

194.76%

-189.59%

IBTI vs. QPUX - Expense Ratio Comparison

IBTI has a 0.07% expense ratio, which is lower than QPUX's 1.29% expense ratio.


Dividends

IBTI vs. QPUX - Dividend Comparison

IBTI's dividend yield for the trailing twelve months is around 3.81%, while QPUX has not paid dividends to shareholders.


PositionTTM202520242023202220212020
IBTI
iShares iBonds Dec 2028 Term Treasury ETF
3.81%3.87%3.92%3.27%1.70%0.90%0.56%
QPUX
Defiance 2X Daily Long Pure Quantum ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IBTI and QPUX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IBTI is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBTI is cheaper with a 0.07% expense ratio, compared with 1.29% for QPUX.

IBTI has the higher dividend yield at 3.81%, compared with 0.00% for QPUX.

IBTI is categorized as Government Bonds, while QPUX is Leveraged Equities. They also come from different issuers: iShares and Defiance. Their fees differ too: 0.07% for IBTI and 1.29% for QPUX.

Portfolio Optimizer

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