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GXTG vs. IBIC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GXTG vs. IBIC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X Thematic Growth ETF (GXTG) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, GXTG achieves a 1.80% return, which is significantly lower than IBIC's 2.67% return.


GXTG

1D
3.13%
1M
-3.78%
6M
-0.36%
YTD
1.80%
1Y
-4.66%
3Y*
-2.08%
5Y*
-12.79%
10Y*
ALL TIME*
0.19%

IBIC

1D
0.00%
1M
0.21%
6M
2.37%
YTD
2.67%
1Y
4.02%
3Y*
5Y*
10Y*
ALL TIME*
5.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$123.03K$106.22K$198.85K
$1.04M$809.24K$530.96K

GXTG vs. IBIC - Yearly Performance Comparison


2026 (YTD)202520242023
GXTG
Global X Thematic Growth ETF
1.80%3.52%-3.55%-1.88%
IBIC
iShares iBonds Oct 2026 Term TIPS ETF
2.67%4.96%5.25%2.17%

Correlation

The correlation between GXTG and IBIC is -0.16, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

-0.16

Correlation (All Time)
Calculated using the full available price history since Sep 15, 2023

0.00

The correlation between GXTG and IBIC shifts across timeframes, from -0.16 (1 year) to 0.00 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

GXTG vs. IBIC — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GXTG
GXTG Risk / Return Rank: 88
Overall Rank
GXTG Sharpe Ratio Rank: 88
Sharpe Ratio Rank
GXTG Sortino Ratio Rank: 99
Sortino Ratio Rank
GXTG Omega Ratio Rank: 99
Omega Ratio Rank
GXTG Calmar Ratio Rank: 88
Calmar Ratio Rank
GXTG Martin Ratio Rank: 88
Martin Ratio Rank

IBIC
IBIC Risk / Return Rank: 9898
Overall Rank
IBIC Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
IBIC Sortino Ratio Rank: 9898
Sortino Ratio Rank
IBIC Omega Ratio Rank: 9898
Omega Ratio Rank
IBIC Calmar Ratio Rank: 9999
Calmar Ratio Rank
IBIC Martin Ratio Rank: 9898
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GXTG vs. IBIC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X Thematic Growth ETF (GXTG) 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.


GXTGIBICDifference
Sharpe ratioReturn per unit of total volatility

-4.72

Sortino ratioReturn per unit of downside risk

-8.07

Omega ratioGain probability vs. loss probability

1.00

2.09

-1.09

Calmar ratioReturn relative to maximum drawdown

-0.16

15.07

-15.24

Martin ratioReturn relative to average drawdown

-0.37

51.54

-51.91

GXTG vs. IBIC - Sharpe Ratio Comparison

The current GXTG Sharpe Ratio is -0.15, which is lower than the IBIC Sharpe Ratio of 4.57. The chart below compares the historical Sharpe Ratios of GXTG and IBIC, 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

GXTG vs. IBIC - Drawdown Comparison

The maximum GXTG drawdown since its inception was -67.81%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for GXTG and IBIC.


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Drawdown Indicators


GXTGIBICDifference

Max Drawdown

Largest peak-to-trough decline

-67.81%

-0.90%

-66.91%

Max Drawdown (1Y)

Largest decline over 1 year

-29.14%

-0.27%

-28.87%

Max Drawdown (3Y)

Largest decline over 3 years

-29.14%

Max Drawdown (5Y)

Largest decline over 5 years

-61.17%

Current Drawdown

Current decline from peak

-59.76%

-0.08%

-59.68%

Average Drawdown

Average peak-to-trough decline

-43.43%

-0.10%

-43.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

12.71%

0.08%

+12.63%

Volatility

GXTG vs. IBIC - Volatility Comparison

Global X Thematic Growth ETF (GXTG) has a higher volatility of 13.53% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.23%. This indicates that GXTG'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


GXTGIBICDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.53%

0.23%

+13.30%

Volatility (6M)

Calculated over the trailing 6-month period

25.87%

0.69%

+25.18%

Volatility (1Y)

Calculated over the trailing 1-year period

31.66%

0.89%

+30.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

28.78%

1.54%

+27.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.15%

1.54%

+28.61%

GXTG vs. IBIC - Expense Ratio Comparison

GXTG has a 0.50% expense ratio, which is higher than IBIC's 0.10% expense ratio.


Dividends

GXTG vs. IBIC - Dividend Comparison

GXTG's dividend yield for the trailing twelve months is around 1.47%, less than IBIC's 4.62% yield.


PositionTTM2025202420232022202120202019
GXTG
Global X Thematic Growth ETF
1.47%1.40%1.08%1.99%1.48%1.56%0.48%0.31%
IBIC
iShares iBonds Oct 2026 Term TIPS ETF
4.62%4.43%4.65%0.83%0.00%0.00%0.00%0.00%

Frequently Asked Questions


GXTG and IBIC 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.

GXTG has higher volatility (13.53%) compared to IBIC (0.23%). In terms of maximum drawdown, GXTG dropped -67.81% vs IBIC's -0.90%.

On 1-year performance, IBIC leads with 4.02% vs -4.66% for GXTG. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.23%. 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 4.02% return vs -4.66%. 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 0.50% for GXTG.

IBIC has the higher dividend yield at 4.62%, compared with 1.47% for GXTG.

GXTG is categorized as Global Equities, while IBIC is Inflation-Protected Bonds. GXTG tracks Solactive Thematic Growth Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Global X and iShares. Their fees differ too: 0.50% for GXTG and 0.10% for IBIC.

IBIC currently has the higher Sharpe Ratio (4.57 vs -0.15), 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

Find the right allocation for GXTG and IBIC

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