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BBC vs. IBIC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BBC vs. IBIC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus LifeSci Biotech Clinical Trials ETF (BBC) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BBC achieves a 25.75% return, which is significantly higher than IBIC's 2.43% return.


BBC

1D
1.59%
1M
13.54%
YTD
25.75%
6M
22.73%
1Y
156.95%
3Y*
27.00%
5Y*
-0.26%
10Y*
11.15%

IBIC

1D
0.04%
1M
0.12%
YTD
2.43%
6M
2.57%
1Y
4.42%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BBC vs. IBIC - Yearly Performance Comparison


2026 (YTD)202520242023
BBC
Virtus LifeSci Biotech Clinical Trials ETF
25.75%63.77%-1.11%16.14%
IBIC
iShares iBonds Oct 2026 Term TIPS ETF
2.43%4.96%5.25%2.17%

Correlation

The correlation between BBC and IBIC is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.18

Correlation (All Time)
Calculated using the full available price history since Sep 15, 2023

-0.03

The correlation between BBC and IBIC shifts across timeframes, from -0.18 (1 year) to -0.03 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

BBC vs. IBIC — Risk / Return Rank

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

BBC
BBC Risk / Return Rank: 9595
Overall Rank
BBC Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
BBC Sortino Ratio Rank: 9595
Sortino Ratio Rank
BBC Omega Ratio Rank: 9191
Omega Ratio Rank
BBC Calmar Ratio Rank: 9797
Calmar Ratio Rank
BBC Martin Ratio Rank: 9595
Martin Ratio Rank

IBIC
IBIC Risk / Return Rank: 9898
Overall Rank
IBIC Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
IBIC Sortino Ratio Rank: 9898
Sortino Ratio Rank
IBIC Omega Ratio Rank: 9898
Omega Ratio Rank
IBIC Calmar Ratio Rank: 9898
Calmar Ratio Rank
IBIC Martin Ratio Rank: 9898
Martin Ratio Rank
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.

BBC vs. IBIC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Virtus LifeSci Biotech Clinical Trials ETF (BBC) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BBCIBICDifference
Sharpe ratioReturn per unit of total volatility

-0.63

Sortino ratioReturn per unit of downside risk

-4.28

Omega ratioGain probability vs. loss probability

1.56

2.22

-0.66

Calmar ratioReturn relative to maximum drawdown

10.46

16.56

-6.11

Martin ratioReturn relative to average drawdown

30.65

58.67

-28.02

BBC vs. IBIC - Sharpe Ratio Comparison

The current BBC Sharpe Ratio is 4.36, which is comparable to the IBIC Sharpe Ratio of 4.99. The chart below compares the historical Sharpe Ratios of BBC and IBIC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BBC vs. IBIC - Drawdown Comparison

The maximum BBC drawdown since its inception was -76.85%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for BBC and IBIC.


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Drawdown Indicators


BBCIBICDifference

Max Drawdown

Largest peak-to-trough decline

-76.85%

-0.90%

-75.95%

Max Drawdown (1Y)

Largest decline over 1 year

-15.10%

-0.27%

-14.83%

Max Drawdown (3Y)

Largest decline over 3 years

-54.45%

Max Drawdown (5Y)

Largest decline over 5 years

-71.97%

Max Drawdown (10Y)

Largest decline over 10 years

-76.85%

Current Drawdown

Current decline from peak

-19.28%

-0.08%

-19.20%

Average Drawdown

Average peak-to-trough decline

-37.08%

-0.10%

-36.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.14%

0.08%

+5.06%

Volatility

BBC vs. IBIC - Volatility Comparison

Virtus LifeSci Biotech Clinical Trials ETF (BBC) has a higher volatility of 12.08% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.17%. This indicates that BBC's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BBCIBICDifference

Volatility (1M)

Calculated over the trailing 1-month period

12.08%

0.17%

+11.91%

Volatility (6M)

Calculated over the trailing 6-month period

26.79%

0.67%

+26.12%

Volatility (1Y)

Calculated over the trailing 1-year period

36.27%

0.89%

+35.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.52%

1.56%

+37.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.75%

1.56%

+36.19%

BBC vs. IBIC - Expense Ratio Comparison

BBC has a 0.79% expense ratio, which is higher than IBIC's 0.10% expense ratio.


Dividends

BBC vs. IBIC - Dividend Comparison

BBC's dividend yield for the trailing twelve months is around 1.35%, less than IBIC's 3.58% yield.


PositionTTM20252024202320222021202020192018201720162015
BBC
Virtus LifeSci Biotech Clinical Trials ETF
1.35%1.70%1.00%0.34%0.00%0.00%0.00%0.00%0.00%2.09%0.00%0.51%
IBIC
iShares iBonds Oct 2026 Term TIPS ETF
3.58%4.43%4.65%0.83%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


BBC and IBIC have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BBC has higher volatility (12.08%) compared to IBIC (0.17%). In terms of maximum drawdown, BBC dropped -76.85% vs IBIC's -0.90%.

On 1-year performance, BBC leads with 156.95% vs 4.42% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.17%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BBC has performed better with a 156.95% return vs 4.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

IBIC is cheaper with a 0.10% expense ratio, compared with 0.79% for BBC.

IBIC has the higher dividend yield at 3.58%, compared with 1.35% for BBC.

BBC is categorized as Health & Biotech Equities, while IBIC is Inflation-Protected Bonds. BBC tracks LifeSci Biotechnology Clinical Trials Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Virtus Investment Partners and iShares. Their fees differ too: 0.79% for BBC and 0.10% for IBIC.

IBIC currently has the higher Sharpe Ratio (4.99 vs 4.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BBC and IBIC

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