BIIPX vs. NASDX
Compare and contrast key facts about iShares Short-Term TIPS Bond Index Fund (BIIPX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
BIIPX is managed by BlackRock. It was launched on Feb 15, 2016. NASDX is a passively managed fund by BlackRock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Performance
BIIPX vs. NASDX - Performance Comparison
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BIIPX vs. NASDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BIIPX iShares Short-Term TIPS Bond Index Fund | 0.73% | 6.05% | 4.75% | 3.25% | -4.12% | 5.19% | 4.89% | 4.83% | 0.58% | 0.88% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | -9.12% | 21.00% | 36.91% | 54.69% | -32.57% | 27.32% | 48.59% | 38.22% | -1.21% | 30.11% |
Returns By Period
In the year-to-date period, BIIPX achieves a 0.73% return, which is significantly higher than NASDX's -9.12% return.
BIIPX
- 1D
- 0.20%
- 1M
- -0.20%
- YTD
- 0.73%
- 6M
- 1.05%
- 1Y
- 3.65%
- 3Y*
- 4.19%
- 5Y*
- 2.88%
- 10Y*
- —
NASDX
- 1D
- -0.79%
- 1M
- -8.02%
- YTD
- -9.12%
- 6M
- -6.79%
- 1Y
- 19.59%
- 3Y*
- 24.51%
- 5Y*
- 14.42%
- 10Y*
- 19.08%
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BIIPX vs. NASDX - Expense Ratio Comparison
BIIPX has a 0.08% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Return for Risk
BIIPX vs. NASDX — Risk / Return Rank
BIIPX
NASDX
BIIPX vs. NASDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Short-Term TIPS Bond Index Fund (BIIPX) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). 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.
| BIIPX | NASDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.81 | 0.88 | +0.93 |
Sortino ratioReturn per unit of downside risk | 3.21 | 1.40 | +1.81 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.20 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 4.25 | 1.31 | +2.94 |
Martin ratioReturn relative to average drawdown | 11.88 | 5.01 | +6.86 |
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
| BIIPX | NASDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.81 | 0.88 | +0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.94 | 0.63 | +0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.10 | 0.29 | +0.81 |
Correlation
The correlation between BIIPX and NASDX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BIIPX vs. NASDX - Dividend Comparison
BIIPX's dividend yield for the trailing twelve months is around 3.57%, less than NASDX's 3.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIIPX iShares Short-Term TIPS Bond Index Fund | 3.57% | 4.64% | 4.30% | 2.65% | 4.56% | 4.39% | 1.58% | 2.27% | 2.74% | 1.89% | 0.00% | 0.00% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 3.93% | 3.76% | 16.95% | 7.61% | 3.75% | 2.59% | 1.28% | 7.09% | 2.47% | 1.65% | 0.75% | 0.85% |
Drawdowns
BIIPX vs. NASDX - Drawdown Comparison
The maximum BIIPX drawdown since its inception was -6.46%, smaller than the maximum NASDX drawdown of -83.16%. Use the drawdown chart below to compare losses from any high point for BIIPX and NASDX.
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Drawdown Indicators
| BIIPX | NASDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.46% | -83.16% | +76.70% |
Max Drawdown (1Y)Largest decline over 1 year | -1.12% | -12.70% | +11.58% |
Max Drawdown (5Y)Largest decline over 5 years | -6.46% | -35.33% | +28.87% |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.33% | — |
Current DrawdownCurrent decline from peak | -0.51% | -11.90% | +11.39% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -34.59% | +33.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 3.32% | -2.92% |
Volatility
BIIPX vs. NASDX - Volatility Comparison
The current volatility for iShares Short-Term TIPS Bond Index Fund (BIIPX) is 0.57%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.38%. This indicates that BIIPX experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BIIPX | NASDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.57% | 5.38% | -4.81% |
Volatility (6M)Calculated over the trailing 6-month period | 1.28% | 12.45% | -11.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.53% | 22.55% | -20.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.07% | 23.03% | -19.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.63% | 22.61% | -19.98% |