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ESML vs. RBIL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESML vs. RBIL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares ESG Aware MSCI USA Small-Cap ETF (ESML) 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, ESML achieves a 18.00% return, which is significantly higher than RBIL's 2.32% return.


ESML

1D
-1.21%
1M
3.69%
YTD
18.00%
6M
15.71%
1Y
34.55%
3Y*
17.87%
5Y*
7.24%
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)

ESML vs. RBIL - Yearly Performance Comparison


Correlation

The correlation between ESML and RBIL is -0.16, 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

-0.16

Correlation (All Time)
Calculated using the full available price history since Feb 25, 2025

-0.15

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Return for Risk

ESML vs. RBIL — Risk / Return Rank

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

ESML
ESML Risk / Return Rank: 7070
Overall Rank
ESML Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
ESML Sortino Ratio Rank: 6767
Sortino Ratio Rank
ESML Omega Ratio Rank: 6060
Omega Ratio Rank
ESML Calmar Ratio Rank: 7979
Calmar Ratio Rank
ESML Martin Ratio Rank: 7878
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.

ESML vs. RBIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares ESG Aware MSCI USA Small-Cap ETF (ESML) 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.


ESMLRBILDifference
Sharpe ratioReturn per unit of total volatility

-2.32

Sortino ratioReturn per unit of downside risk

-3.81

Omega ratioGain probability vs. loss probability

1.34

2.13

-0.79

Calmar ratioReturn relative to maximum drawdown

3.84

7.82

-3.98

Martin ratioReturn relative to average drawdown

14.09

42.95

-28.86

ESML vs. RBIL - Sharpe Ratio Comparison

The current ESML Sharpe Ratio is 2.03, which is lower than the RBIL Sharpe Ratio of 4.35. The chart below compares the historical Sharpe Ratios of ESML 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

ESML vs. RBIL - Drawdown Comparison

The maximum ESML drawdown since its inception was -41.97%, which is greater than RBIL's maximum drawdown of -0.52%. Use the drawdown chart below to compare losses from any high point for ESML and RBIL.


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Drawdown Indicators


ESMLRBILDifference

Max Drawdown

Largest peak-to-trough decline

-41.97%

-0.52%

-41.45%

Max Drawdown (1Y)

Largest decline over 1 year

-9.04%

-0.52%

-8.52%

Max Drawdown (3Y)

Largest decline over 3 years

-26.68%

Max Drawdown (5Y)

Largest decline over 5 years

-28.61%

Current Drawdown

Current decline from peak

-1.21%

-0.50%

-0.71%

Average Drawdown

Average peak-to-trough decline

-8.91%

-0.07%

-8.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.46%

0.10%

+2.36%

Volatility

ESML vs. RBIL - Volatility Comparison

iShares ESG Aware MSCI USA Small-Cap ETF (ESML) has a higher volatility of 5.52% compared to F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) at 0.36%. This indicates that ESML'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


ESMLRBILDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.52%

0.36%

+5.16%

Volatility (6M)

Calculated over the trailing 6-month period

12.38%

0.85%

+11.53%

Volatility (1Y)

Calculated over the trailing 1-year period

17.15%

0.95%

+16.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.29%

1.07%

+20.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.39%

1.07%

+22.32%

ESML vs. RBIL - Expense Ratio Comparison

Both ESML and RBIL have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

ESML vs. RBIL - Dividend Comparison

ESML's dividend yield for the trailing twelve months is around 0.92%, less than RBIL's 4.38% yield.


PositionTTM20252024202320222021202020192018
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
0.92%1.08%1.22%1.31%1.46%0.94%0.99%1.10%1.07%
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


ESML and RBIL have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ESML has higher volatility (5.52%) compared to RBIL (0.36%). In terms of maximum drawdown, ESML dropped -41.97% vs RBIL's -0.52%.

On 1-year performance, ESML leads with 34.55% vs 4.07% for RBIL. Both ETFs have the same 0.17% expense ratio. 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, ESML has performed better with a 34.55% return vs 4.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ESML and RBIL have the same expense ratio: 0.17% per year.

RBIL has the higher dividend yield at 4.38%, compared with 0.92% for ESML.

ESML is categorized as Small Cap Growth Equities, while RBIL is Inflation-Protected Bonds. ESML tracks MSCI USA Small Cap Extended ESG Focus Index, while RBIL tracks Bloomberg US Ultrashort TIPS 1-13 Months Index. They also come from different issuers: iShares and F/m.

RBIL currently has the higher Sharpe Ratio (4.35 vs 2.03), 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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