BBMC vs. IBIC
BBMC (JPMorgan BetaBuilders U.S. Mid Cap Equity ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - BBMC is a Small Cap Growth Equities fund tracking the Morningstar US Mid Cap Target Market Exposure Extended Index, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, BBMC returned 31.25% vs 4.42% for IBIC. At a 0.00 correlation, their price movements are largely independent. BBMC charges 0.07%/yr vs 0.10%/yr for IBIC.
Performance
BBMC vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, BBMC achieves a 16.85% return, which is significantly higher than IBIC's 2.43% return.
BBMC
- 1D
- -0.99%
- 1M
- 2.80%
- YTD
- 16.85%
- 6M
- 14.49%
- 1Y
- 31.25%
- 3Y*
- 19.32%
- 5Y*
- 8.04%
- 10Y*
- —
IBIC
- 1D
- 0.04%
- 1M
- 0.12%
- YTD
- 2.43%
- 6M
- 2.57%
- 1Y
- 4.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BBMC vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 16.85% | 12.24% | 15.15% | 8.76% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.43% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between BBMC and IBIC is -0.13, 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 | -0.13 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | 0.00 |
The correlation between BBMC and IBIC shifts across timeframes, from -0.13 (1 year) to 0.00 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BBMC vs. IBIC — Risk / Return Rank
BBMC
IBIC
BBMC vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) 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.
| BBMC | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.13 | ||
| Sortino ratioReturn per unit of downside risk | -6.36 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 2.22 | -0.90 |
| Calmar ratioReturn relative to maximum drawdown | 3.22 | 16.56 | -13.34 |
| Martin ratioReturn relative to average drawdown | 12.57 | 58.67 | -46.11 |
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Drawdowns
BBMC vs. IBIC - Drawdown Comparison
The maximum BBMC drawdown since its inception was -30.11%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for BBMC and IBIC.
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Drawdown Indicators
| BBMC | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.11% | -0.90% | -29.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.75% | -0.27% | -9.48% |
Max Drawdown (3Y)Largest decline over 3 years | -24.18% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -30.11% | — | — |
Current DrawdownCurrent decline from peak | -1.65% | -0.08% | -1.57% |
Average DrawdownAverage peak-to-trough decline | -8.86% | -0.10% | -8.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 0.08% | +2.41% |
Volatility
BBMC vs. IBIC - Volatility Comparison
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC) has a higher volatility of 5.64% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.17%. This indicates that BBMC'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
| BBMC | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 0.17% | +5.47% |
Volatility (6M)Calculated over the trailing 6-month period | 12.94% | 0.67% | +12.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.92% | 0.89% | +16.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.68% | 1.56% | +19.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.09% | 1.56% | +19.53% |
BBMC vs. IBIC - Expense Ratio Comparison
BBMC has a 0.07% expense ratio, which is lower than IBIC's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
BBMC vs. IBIC - Dividend Comparison
BBMC's dividend yield for the trailing twelve months is around 1.09%, less than IBIC's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF | 1.09% | 1.25% | 1.31% | 1.36% | 1.48% | 0.87% | 0.69% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.58% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
BBMC and IBIC have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BBMC has higher volatility (5.64%) compared to IBIC (0.17%). In terms of maximum drawdown, BBMC dropped -30.11% vs IBIC's -0.90%.
On 1-year performance, BBMC leads with 31.25% vs 4.42% for IBIC. On fees, BBMC is cheaper at 0.07% 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, BBMC has performed better with a 31.25% return vs 4.42%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
BBMC is cheaper with a 0.07% expense ratio, compared with 0.10% for IBIC.
IBIC has the higher dividend yield at 3.58%, compared with 1.09% for BBMC.
BBMC is categorized as Small Cap Growth Equities, while IBIC is Inflation-Protected Bonds. BBMC tracks Morningstar US Mid Cap Target Market Exposure Extended Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.07% for BBMC and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.99 vs 1.86), 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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