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IBIC vs. HYGI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBIC vs. HYGI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Oct 2026 Term TIPS ETF (IBIC) and iShares Inflation Hedged High Yield Bond ETF (HYGI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


IBIC

1D
0.02%
1M
0.27%
YTD
2.37%
6M
2.51%
1Y
4.54%
3Y*
5Y*
10Y*

HYGI

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBIC vs. HYGI - Yearly Performance Comparison


2026 (YTD)202520242023
IBIC
iShares iBonds Oct 2026 Term TIPS ETF
2.37%4.96%5.25%2.17%
HYGI
iShares Inflation Hedged High Yield Bond ETF
0.00%6.20%9.16%4.81%

Correlation

The correlation between IBIC and HYGI is 0.02, 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

0.02

Correlation (All Time)
Calculated using the full available price history since Sep 18, 2023

0.26

Over the past year, the correlation between IBIC and HYGI has dropped to 0.02 - well below their long-term average of 0.26, suggesting their price drivers have been diverging.

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Return for Risk

IBIC vs. HYGI — Risk / Return Rank

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

IBIC
IBIC Risk / Return Rank: 9898
Overall Rank
IBIC Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
IBIC Sortino Ratio Rank: 9898
Sortino Ratio Rank
IBIC Omega Ratio Rank: 9898
Omega Ratio Rank
IBIC Calmar Ratio Rank: 9898
Calmar Ratio Rank
IBIC Martin Ratio Rank: 9898
Martin Ratio Rank

HYGI
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.

IBIC vs. HYGI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2026 Term TIPS ETF (IBIC) and iShares Inflation Hedged High Yield Bond ETF (HYGI). 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.


IBICHYGIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

2.24

Calmar ratioReturn relative to maximum drawdown

17.27

Martin ratioReturn relative to average drawdown

67.45

IBIC vs. HYGI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBICHYGIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.05

Sharpe Ratio (All Time)

Calculated using the full available price history

3.49

Drawdowns

IBIC vs. HYGI - Drawdown Comparison


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Drawdown Indicators


IBICHYGIDifference

Max Drawdown

Largest peak-to-trough decline

-0.90%

Max Drawdown (1Y)

Largest decline over 1 year

-0.26%

Current Drawdown

Current decline from peak

-0.13%

Average Drawdown

Average peak-to-trough decline

-0.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.07%

Volatility

IBIC vs. HYGI - Volatility Comparison


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Volatility by Period


IBICHYGIDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.33%

Volatility (6M)

Calculated over the trailing 6-month period

0.67%

Volatility (1Y)

Calculated over the trailing 1-year period

0.90%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.58%

IBIC vs. HYGI - Expense Ratio Comparison

IBIC has a 0.10% expense ratio, which is lower than HYGI's 0.52% expense ratio.


Dividends

IBIC vs. HYGI - Dividend Comparison

IBIC's dividend yield for the trailing twelve months is around 3.59%, more than HYGI's 0.97% yield.


PositionTTM2025202420232022
HYGI
iShares Inflation Hedged High Yield Bond ETF
0.97%3.41%6.08%6.22%3.19%
IBIC
iShares iBonds Oct 2026 Term TIPS ETF
3.59%4.43%4.65%0.83%0.00%

Frequently Asked Questions


IBIC and HYGI have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IBIC is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBIC is cheaper with a 0.10% expense ratio, compared with 0.52% for HYGI.

IBIC has the higher dividend yield at 3.59%, compared with 0.97% for HYGI.

IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index, while HYGI tracks BlackRock Inflation Hedged High Yield Bond Index - Benchmark TR Gross. Their fees differ too: 0.10% for IBIC and 0.52% for HYGI.

Portfolio Optimizer

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