FORH vs. IBIC
FORH (Formidable ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - FORH is a Mid Cap Blend Equities fund actively managed by Formidable, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. FORH is actively managed, while IBIC is passively managed. Over the past year, FORH returned 12.85% vs 4.54% for IBIC. At a 0.06 correlation, their price movements are largely independent. FORH charges 1.19%/yr vs 0.10%/yr for IBIC.
Performance
FORH vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, FORH achieves a 4.39% return, which is significantly higher than IBIC's 2.37% return.
FORH
- 1D
- -1.48%
- 1M
- -1.56%
- YTD
- 4.39%
- 6M
- 1.81%
- 1Y
- 12.85%
- 3Y*
- 4.31%
- 5Y*
- 1.34%
- 10Y*
- —
IBIC
- 1D
- 0.02%
- 1M
- 0.27%
- YTD
- 2.37%
- 6M
- 2.51%
- 1Y
- 4.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FORH vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
FORH Formidable ETF | 4.39% | 16.27% | -5.63% | 0.89% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.37% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between FORH and IBIC is -0.09, 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 | -0.09 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023 | 0.06 |
The correlation between FORH and IBIC shifts across timeframes, from -0.09 (1 year) to 0.06 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
FORH vs. IBIC — Risk / Return Rank
FORH
IBIC
FORH vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Formidable ETF (FORH) 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.
| FORH | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.23 | ||
| Sortino ratioReturn per unit of downside risk | -7.91 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 2.24 | -1.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.01 | 17.27 | -16.26 |
| Martin ratioReturn relative to average drawdown | 2.00 | 67.45 | -65.45 |
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
| FORH | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 5.05 | -4.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.08 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 3.49 | -3.35 |
Drawdowns
FORH vs. IBIC - Drawdown Comparison
The maximum FORH drawdown since its inception was -20.73%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for FORH and IBIC.
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Drawdown Indicators
| FORH | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.73% | -0.90% | -19.83% |
Max Drawdown (1Y)Largest decline over 1 year | -12.80% | -0.26% | -12.54% |
Max Drawdown (3Y)Largest decline over 3 years | -19.42% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -20.73% | — | — |
Current DrawdownCurrent decline from peak | -6.77% | -0.13% | -6.64% |
Average DrawdownAverage peak-to-trough decline | -7.98% | -0.10% | -7.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.43% | 0.07% | +6.36% |
Volatility
FORH vs. IBIC - Volatility Comparison
Formidable ETF (FORH) has a higher volatility of 4.15% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.33%. This indicates that FORH'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
| FORH | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.15% | 0.33% | +3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 0.67% | +9.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.78% | 0.90% | +14.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 1.58% | +14.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.03% | 1.58% | +14.45% |
FORH vs. IBIC - Expense Ratio Comparison
FORH has a 1.19% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
FORH vs. IBIC - Dividend Comparison
FORH's dividend yield for the trailing twelve months is around 1.75%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
FORH Formidable ETF | 1.75% | 1.82% | 0.00% | 3.88% | 3.72% | 0.69% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% |
Frequently Asked Questions
FORH and IBIC have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FORH has higher volatility (4.15%) compared to IBIC (0.33%). In terms of maximum drawdown, FORH dropped -20.73% vs IBIC's -0.90%.
On 1-year performance, FORH leads with 12.85% vs 4.54% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, FORH has performed better with a 12.85% return vs 4.54%. 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 1.19% for FORH.
IBIC has the higher dividend yield at 3.59%, compared with 1.75% for FORH.
FORH is categorized as Mid Cap Blend Equities, while IBIC is Inflation-Protected Bonds. They also come from different issuers: Formidable and iShares. Their fees differ too: 1.19% for FORH and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (5.05 vs 0.82), 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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