DVY vs. RBIL
DVY (iShares Select Dividend ETF) and RBIL (F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF) are both exchange-traded funds - DVY is a Large Cap Value Equities fund tracking the Dow Jones U.S. Select Dividend Index, while RBIL is a Inflation-Protected Bonds fund tracking the Bloomberg US Ultrashort TIPS 1-13 Months Index. Both are passively managed. Over the past year, DVY returned 23.13% vs 4.60% for RBIL. At a correlation of -0.08, they often move in opposite directions. DVY charges 0.39%/yr vs 0.17%/yr for RBIL.
Performance
DVY vs. RBIL - Performance Comparison
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Returns By Period
In the year-to-date period, DVY achieves a 10.60% return, which is significantly higher than RBIL's 2.67% return.
DVY
- 1D
- 0.81%
- 1M
- 0.23%
- YTD
- 10.60%
- 6M
- 11.31%
- 1Y
- 23.13%
- 3Y*
- 15.97%
- 5Y*
- 8.68%
- 10Y*
- 10.15%
RBIL
- 1D
- -0.03%
- 1M
- 0.34%
- YTD
- 2.67%
- 6M
- 2.74%
- 1Y
- 4.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DVY vs. RBIL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
DVY iShares Select Dividend ETF | 10.60% | 6.89% |
RBIL F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF | 2.67% | 2.91% |
Correlation
The correlation between DVY and RBIL is -0.14, 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 | -0.14 |
Correlation (All Time) Calculated using the full available price history since Feb 26, 2025 | -0.08 |
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Return for Risk
DVY vs. RBIL — Risk / Return Rank
DVY
RBIL
DVY vs. RBIL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Select Dividend ETF (DVY) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). 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.
| DVY | RBIL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.97 | ||
| Sortino ratioReturn per unit of downside risk | -4.94 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 2.41 | -1.05 |
| Calmar ratioReturn relative to maximum drawdown | 3.37 | 17.11 | -13.74 |
| Martin ratioReturn relative to average drawdown | 11.90 | 71.11 | -59.22 |
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
| DVY | RBIL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.09 | 5.06 | -2.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.48 | 4.24 | -3.77 |
Drawdowns
DVY vs. RBIL - Drawdown Comparison
The maximum DVY drawdown since its inception was -62.59%, which is greater than RBIL's maximum drawdown of -0.50%. Use the drawdown chart below to compare losses from any high point for DVY and RBIL.
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Drawdown Indicators
| DVY | RBIL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.59% | -0.50% | -62.09% |
Max Drawdown (1Y)Largest decline over 1 year | -6.89% | -0.27% | -6.62% |
Max Drawdown (3Y)Largest decline over 3 years | -16.00% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -17.54% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -41.59% | — | — |
Current DrawdownCurrent decline from peak | -1.16% | -0.03% | -1.13% |
Average DrawdownAverage peak-to-trough decline | -8.79% | -0.06% | -8.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.95% | 0.06% | +1.89% |
Volatility
DVY vs. RBIL - Volatility Comparison
iShares Select Dividend ETF (DVY) has a higher volatility of 2.83% compared to F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) at 0.30%. This indicates that DVY's price experiences larger fluctuations and is considered to be riskier than RBIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DVY | RBIL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.83% | 0.30% | +2.53% |
Volatility (6M)Calculated over the trailing 6-month period | 7.53% | 0.79% | +6.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.15% | 0.92% | +10.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.21% | 1.05% | +14.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 1.05% | +16.96% |
DVY vs. RBIL - Expense Ratio Comparison
DVY has a 0.39% expense ratio, which is higher than RBIL's 0.17% expense ratio.
Dividends
DVY vs. RBIL - Dividend Comparison
DVY's dividend yield for the trailing twelve months is around 3.39%, less than RBIL's 4.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVY iShares Select Dividend ETF | 3.39% | 3.65% | 3.65% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% |
RBIL F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF | 4.60% | 3.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
DVY and RBIL have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DVY has higher volatility (2.83%) compared to RBIL (0.30%). In terms of maximum drawdown, DVY dropped -62.59% vs RBIL's -0.50%.
On 1-year performance, DVY leads with 23.13% vs 4.60% for RBIL. On fees, RBIL is cheaper at 0.17% per year. On volatility, RBIL has been the lower-risk option at 0.30%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DVY has performed better with a 23.13% return vs 4.60%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
RBIL is cheaper with a 0.17% expense ratio, compared with 0.39% for DVY.
RBIL has the higher dividend yield at 4.60%, compared with 3.39% for DVY.
DVY is categorized as Large Cap Value Equities, while RBIL is Inflation-Protected Bonds. DVY tracks Dow Jones U.S. Select Dividend Index, while RBIL tracks Bloomberg US Ultrashort TIPS 1-13 Months Index. They also come from different issuers: iShares and F/m. Their fees differ too: 0.39% for DVY and 0.17% for RBIL.
RBIL currently has the higher Sharpe Ratio (5.06 vs 2.09), 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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