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ESGV vs. RBIL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESGV vs. RBIL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard ESG U.S. Stock ETF (ESGV) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ESGV achieves a 7.75% return, which is significantly higher than RBIL's 2.32% return.


ESGV

1D
-1.50%
1M
-1.12%
YTD
7.75%
6M
6.70%
1Y
23.45%
3Y*
20.58%
5Y*
11.61%
10Y*

RBIL

1D
0.01%
1M
-0.19%
YTD
2.32%
6M
2.37%
1Y
4.07%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESGV vs. RBIL - Yearly Performance Comparison


Correlation

The correlation between ESGV and RBIL 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 Feb 25, 2025

-0.19

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Return for Risk

ESGV vs. RBIL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ESGV
ESGV Risk / Return Rank: 4848
Overall Rank
ESGV Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
ESGV Sortino Ratio Rank: 4848
Sortino Ratio Rank
ESGV Omega Ratio Rank: 4949
Omega Ratio Rank
ESGV Calmar Ratio Rank: 4242
Calmar Ratio Rank
ESGV Martin Ratio Rank: 5151
Martin Ratio Rank

RBIL
RBIL Risk / Return Rank: 9797
Overall Rank
RBIL Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
RBIL Sortino Ratio Rank: 9898
Sortino Ratio Rank
RBIL Omega Ratio Rank: 9898
Omega Ratio Rank
RBIL Calmar Ratio Rank: 9696
Calmar Ratio Rank
RBIL Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ESGV vs. RBIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard ESG U.S. Stock ETF (ESGV) 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.

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.


ESGVRBILDifference
Sharpe ratioReturn per unit of total volatility

-2.68

Sortino ratioReturn per unit of downside risk

-4.40

Omega ratioGain probability vs. loss probability

1.30

2.13

-0.83

Calmar ratioReturn relative to maximum drawdown

2.03

7.82

-5.79

Martin ratioReturn relative to average drawdown

8.48

42.95

-34.48

ESGV vs. RBIL - Sharpe Ratio Comparison

The current ESGV Sharpe Ratio is 1.67, which is lower than the RBIL Sharpe Ratio of 4.35. The chart below compares the historical Sharpe Ratios of ESGV and RBIL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ESGV vs. RBIL - Drawdown Comparison

The maximum ESGV drawdown since its inception was -33.66%, which is greater than RBIL's maximum drawdown of -0.52%. Use the drawdown chart below to compare losses from any high point for ESGV and RBIL.


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Drawdown Indicators


ESGVRBILDifference

Max Drawdown

Largest peak-to-trough decline

-33.66%

-0.52%

-33.14%

Max Drawdown (1Y)

Largest decline over 1 year

-11.60%

-0.52%

-11.08%

Max Drawdown (3Y)

Largest decline over 3 years

-20.41%

Max Drawdown (5Y)

Largest decline over 5 years

-28.81%

Current Drawdown

Current decline from peak

-3.56%

-0.50%

-3.06%

Average Drawdown

Average peak-to-trough decline

-6.40%

-0.07%

-6.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.77%

0.10%

+2.67%

Volatility

ESGV vs. RBIL - Volatility Comparison

Vanguard ESG U.S. Stock ETF (ESGV) has a higher volatility of 5.61% compared to F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) at 0.36%. This indicates that ESGV'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


ESGVRBILDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.61%

0.36%

+5.25%

Volatility (6M)

Calculated over the trailing 6-month period

11.26%

0.85%

+10.41%

Volatility (1Y)

Calculated over the trailing 1-year period

14.15%

0.95%

+13.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.48%

1.07%

+17.41%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.60%

1.07%

+19.53%

ESGV vs. RBIL - Expense Ratio Comparison

ESGV has a 0.09% expense ratio, which is lower than RBIL's 0.17% 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

ESGV vs. RBIL - Dividend Comparison

ESGV's dividend yield for the trailing twelve months is around 0.89%, less than RBIL's 4.38% yield.


PositionTTM20252024202320222021202020192018
ESGV
Vanguard ESG U.S. Stock ETF
0.89%0.91%1.04%1.16%1.42%0.95%1.11%1.27%0.28%
RBIL
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
4.38%3.65%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ESGV and RBIL 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.

ESGV has higher volatility (5.61%) compared to RBIL (0.36%). In terms of maximum drawdown, ESGV dropped -33.66% vs RBIL's -0.52%.

On 1-year performance, ESGV leads with 23.45% vs 4.07% for RBIL. On fees, ESGV is cheaper at 0.09% per year. On volatility, RBIL has been the lower-risk option at 0.36%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, ESGV has performed better with a 23.45% return vs 4.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ESGV is cheaper with a 0.09% expense ratio, compared with 0.17% for RBIL.

RBIL has the higher dividend yield at 4.38%, compared with 0.89% for ESGV.

ESGV is categorized as Large Cap Blend Equities, while RBIL is Inflation-Protected Bonds. ESGV tracks FTSE US All Cap Choice Index, while RBIL tracks Bloomberg US Ultrashort TIPS 1-13 Months Index. They also come from different issuers: Vanguard and F/m. Their fees differ too: 0.09% for ESGV and 0.17% for RBIL.

RBIL currently has the higher Sharpe Ratio (4.35 vs 1.67), 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.

Portfolio Optimizer

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