DFNV vs. IBIC
DFNV (TrimTabs Donoghue Forlines Risk Managed Innovation ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - DFNV is a Technology Equities fund tracking the TrimTabs Donoghue Forlines Risk Managed Free Cash Flow Innovation 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, DFNV returned 0.59% vs 4.38% for IBIC. At a correlation of -0.03, they often move in opposite directions. DFNV charges 0.69%/yr vs 0.10%/yr for IBIC.
Performance
DFNV vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, DFNV achieves a -4.61% return, which is significantly lower than IBIC's 2.39% return.
DFNV
- 1D
- -1.41%
- 1M
- -4.37%
- YTD
- -4.61%
- 6M
- -6.55%
- 1Y
- 0.59%
- 3Y*
- 15.78%
- 5Y*
- 7.43%
- 10Y*
- —
IBIC
- 1D
- 0.06%
- 1M
- 0.08%
- YTD
- 2.39%
- 6M
- 2.49%
- 1Y
- 4.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DFNV vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF | -4.61% | 8.42% | 31.93% | 8.63% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.39% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between DFNV and IBIC is -0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | -0.03 |
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Return for Risk
DFNV vs. IBIC — Risk / Return Rank
DFNV
IBIC
DFNV vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TrimTabs Donoghue Forlines Risk Managed Innovation ETF (DFNV) 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.
| DFNV | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.91 | ||
| Sortino ratioReturn per unit of downside risk | -8.73 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 2.21 | -1.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 16.41 | -16.39 |
| Martin ratioReturn relative to average drawdown | 0.06 | 58.11 | -58.04 |
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Drawdowns
DFNV vs. IBIC - Drawdown Comparison
The maximum DFNV drawdown since its inception was -29.71%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for DFNV and IBIC.
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Drawdown Indicators
| DFNV | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.71% | -0.90% | -28.81% |
Max Drawdown (1Y)Largest decline over 1 year | -21.54% | -0.27% | -21.27% |
Max Drawdown (3Y)Largest decline over 3 years | -22.72% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -29.71% | — | — |
Current DrawdownCurrent decline from peak | -11.00% | -0.11% | -10.89% |
Average DrawdownAverage peak-to-trough decline | -9.45% | -0.10% | -9.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.10% | 0.08% | +9.02% |
Volatility
DFNV vs. IBIC - Volatility Comparison
TrimTabs Donoghue Forlines Risk Managed Innovation ETF (DFNV) has a higher volatility of 7.73% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.16%. This indicates that DFNV'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
| DFNV | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.73% | 0.16% | +7.57% |
Volatility (6M)Calculated over the trailing 6-month period | 15.34% | 0.67% | +14.67% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 0.89% | +17.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.74% | 1.57% | +18.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.74% | 1.57% | +18.17% |
DFNV vs. IBIC - Expense Ratio Comparison
DFNV has a 0.69% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
DFNV vs. IBIC - Dividend Comparison
DFNV's dividend yield for the trailing twelve months is around 0.39%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
DFNV TrimTabs Donoghue Forlines Risk Managed Innovation ETF | 0.39% | 0.38% | 1.28% | 0.77% | 1.20% | 4.77% | 0.02% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DFNV and IBIC have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DFNV has higher volatility (7.73%) compared to IBIC (0.16%). In terms of maximum drawdown, DFNV dropped -29.71% vs IBIC's -0.90%.
On 1-year performance, IBIC leads with 4.38% vs 0.59% for DFNV. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.16%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBIC has performed better with a 4.38% return vs 0.59%. 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 0.69% for DFNV.
IBIC has the higher dividend yield at 3.59%, compared with 0.39% for DFNV.
DFNV is categorized as Technology Equities, while IBIC is Inflation-Protected Bonds. DFNV tracks TrimTabs Donoghue Forlines Risk Managed Free Cash Flow Innovation Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: TrimTabs and iShares. Their fees differ too: 0.69% for DFNV and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.94 vs 0.03), 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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