BELT vs. IBID
BELT (iShares U.S. Select Equity Active ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - BELT is a Large Cap Growth Equities fund actively managed by iShares, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. BELT is actively managed, while IBID is passively managed. Over the past year, BELT returned 24.92% vs 3.92% for IBID. At a correlation of -0.14, they often move in opposite directions. BELT charges 0.75%/yr vs 0.10%/yr for IBID.
Performance
BELT vs. IBID - Performance Comparison
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Returns By Period
In the year-to-date period, BELT achieves a 16.21% return, which is significantly higher than IBID's 1.94% return.
BELT
- 1D
- -2.57%
- 1M
- -0.29%
- YTD
- 16.21%
- 6M
- 15.03%
- 1Y
- 24.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBID
- 1D
- -0.05%
- 1M
- -0.25%
- YTD
- 1.94%
- 6M
- 2.03%
- 1Y
- 3.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BELT vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BELT iShares U.S. Select Equity Active ETF | 16.21% | 12.42% | -1.87% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 1.94% | 5.66% | 3.22% |
Correlation
The correlation between BELT and IBID is -0.20, 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 | -0.20 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2024 | -0.14 |
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Return for Risk
BELT vs. IBID — Risk / Return Rank
BELT
IBID
BELT vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Select Equity Active ETF (BELT) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). 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.
| BELT | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.80 | ||
| Sortino ratioReturn per unit of downside risk | -3.39 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.72 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | 2.18 | 7.20 | -5.02 |
| Martin ratioReturn relative to average drawdown | 8.42 | 29.14 | -20.72 |
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Drawdowns
BELT vs. IBID - Drawdown Comparison
The maximum BELT drawdown since its inception was -23.05%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for BELT and IBID.
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Drawdown Indicators
| BELT | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.05% | -1.28% | -21.77% |
Max Drawdown (1Y)Largest decline over 1 year | -11.47% | -0.55% | -10.92% |
Current DrawdownCurrent decline from peak | -3.02% | -0.55% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -3.49% | -0.22% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.97% | 0.13% | +2.84% |
Volatility
BELT vs. IBID - Volatility Comparison
iShares U.S. Select Equity Active ETF (BELT) has a higher volatility of 6.90% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that BELT's price experiences larger fluctuations and is considered to be riskier than IBID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BELT | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 0.35% | +6.55% |
Volatility (6M)Calculated over the trailing 6-month period | 14.89% | 0.86% | +14.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.07% | 1.23% | +16.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.44% | 2.24% | +19.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.44% | 2.24% | +19.20% |
BELT vs. IBID - Expense Ratio Comparison
BELT has a 0.75% expense ratio, which is higher than IBID's 0.10% expense ratio.
Dividends
BELT vs. IBID - Dividend Comparison
BELT's dividend yield for the trailing twelve months is around 0.02%, less than IBID's 3.68% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
BELT iShares U.S. Select Equity Active ETF | 0.02% | 0.00% | 0.00% | 0.00% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 3.68% | 4.43% | 4.24% | 0.81% |
Frequently Asked Questions
BELT and IBID have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BELT has higher volatility (6.90%) compared to IBID (0.35%). In terms of maximum drawdown, BELT dropped -23.05% vs IBID's -1.28%.
On 1-year performance, BELT leads with 24.92% vs 3.92% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.35%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BELT has performed better with a 24.92% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBID is cheaper with a 0.10% expense ratio, compared with 0.75% for BELT.
IBID has the higher dividend yield at 3.68%, compared with 0.02% for BELT.
BELT is categorized as Large Cap Growth Equities, while IBID is Inflation-Protected Bonds. Their fees differ too: 0.75% for BELT and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.19 vs 1.39), 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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