BBLU vs. IBIC
BBLU (Ea Bridgeway Blue Chip ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - BBLU is a Large Cap Growth Equities fund actively managed by Alpha Architect, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. BBLU is actively managed, while IBIC is passively managed. Over the past year, BBLU returned 29.32% vs 4.54% for IBIC. At a correlation of -0.06, they often move in opposite directions. BBLU charges 0.15%/yr vs 0.10%/yr for IBIC.
Performance
BBLU vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, BBLU achieves a 10.22% return, which is significantly higher than IBIC's 2.37% return.
BBLU
- 1D
- -0.83%
- 1M
- 5.85%
- YTD
- 10.22%
- 6M
- 10.38%
- 1Y
- 29.32%
- 3Y*
- 23.09%
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- 0.02%
- 1M
- 0.27%
- YTD
- 2.37%
- 6M
- 2.51%
- 1Y
- 4.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBLU vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBLU Ea Bridgeway Blue Chip ETF | 10.22% | 18.40% | 27.47% | 5.76% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.37% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between BBLU and IBIC is -0.19, 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 | -0.19 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023 | -0.06 |
The correlation between BBLU and IBIC shifts across timeframes, from -0.19 (1 year) to -0.06 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BBLU vs. IBIC — Risk / Return Rank
BBLU
IBIC
BBLU vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ea Bridgeway Blue Chip ETF (BBLU) 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.
| BBLU | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.42 | ||
| Sortino ratioReturn per unit of downside risk | -5.40 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 2.24 | -0.78 |
| Calmar ratioReturn relative to maximum drawdown | 4.08 | 17.27 | -13.19 |
| Martin ratioReturn relative to average drawdown | 16.28 | 67.45 | -51.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BBLU | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.63 | 5.05 | -2.42 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.81 | 3.49 | -1.69 |
Drawdowns
BBLU vs. IBIC - Drawdown Comparison
The maximum BBLU drawdown since its inception was -17.20%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for BBLU and IBIC.
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Drawdown Indicators
| BBLU | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.20% | -0.90% | -16.30% |
Max Drawdown (1Y)Largest decline over 1 year | -7.22% | -0.26% | -6.96% |
Max Drawdown (3Y)Largest decline over 3 years | -17.20% | — | — |
Current DrawdownCurrent decline from peak | -0.83% | -0.13% | -0.70% |
Average DrawdownAverage peak-to-trough decline | -1.98% | -0.10% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.81% | 0.07% | +1.74% |
Volatility
BBLU vs. IBIC - Volatility Comparison
Ea Bridgeway Blue Chip ETF (BBLU) has a higher volatility of 2.82% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.33%. This indicates that BBLU'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
| BBLU | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.82% | 0.33% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 7.88% | 0.67% | +7.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.20% | 0.90% | +10.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.53% | 1.58% | +12.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.53% | 1.58% | +12.95% |
BBLU vs. IBIC - Expense Ratio Comparison
BBLU has a 0.15% expense ratio, which is higher than IBIC's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BBLU vs. IBIC - Dividend Comparison
BBLU's dividend yield for the trailing twelve months is around 1.14%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
BBLU Ea Bridgeway Blue Chip ETF | 1.14% | 1.25% | 1.39% | 1.68% | 32.08% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% |
Frequently Asked Questions
BBLU and IBIC have a correlation of -0.19, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBLU has higher volatility (2.82%) compared to IBIC (0.33%). In terms of maximum drawdown, BBLU dropped -17.20% vs IBIC's -0.90%.
On 1-year performance, BBLU leads with 29.32% vs 4.54% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BBLU has performed better with a 29.32% return vs 4.54%. 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 0.15% for BBLU.
IBIC has the higher dividend yield at 3.59%, compared with 1.14% for BBLU.
BBLU is categorized as Large Cap Growth Equities, while IBIC is Inflation-Protected Bonds. They also come from different issuers: Alpha Architect and iShares. Their fees differ too: 0.15% for BBLU and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (5.05 vs 2.63), 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.
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