IBID vs. DXJ
IBID (iShares iBonds Oct 2027 Term TIPS ETF) and DXJ (WisdomTree Japan Hedged Equity Fund) are both exchange-traded funds - IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index, while DXJ is a Japan Equities fund tracking the WisdomTree Japan Hedged Equity Index. Both are passively managed. Over the past year, IBID returned 3.98% vs 54.82% for DXJ. At a correlation of -0.14, they often move in opposite directions. IBID charges 0.10%/yr vs 0.48%/yr for DXJ.
Performance
IBID vs. DXJ - Performance Comparison
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Returns By Period
In the year-to-date period, IBID achieves a 2.35% return, which is significantly lower than DXJ's 22.23% return.
IBID
- 1D
- 0.06%
- 1M
- -0.06%
- 6M
- 2.28%
- YTD
- 2.35%
- 1Y
- 3.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
DXJ
- 1D
- -0.98%
- 1M
- 2.95%
- 6M
- 14.85%
- YTD
- 22.23%
- 1Y
- 54.82%
- 3Y*
- 32.72%
- 5Y*
- 27.03%
- 10Y*
- 18.62%
IBID vs. DXJ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IBID iShares iBonds Oct 2027 Term TIPS ETF | 2.35% | 5.66% | 4.71% | 2.61% |
DXJ WisdomTree Japan Hedged Equity Fund | 22.23% | 32.78% | 29.83% | -1.36% |
Correlation
The correlation between IBID and DXJ is -0.26, 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 | -0.26 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | -0.14 |
The correlation between IBID and DXJ shifts across timeframes, from -0.26 (1 year) to -0.14 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IBID vs. DXJ — Risk / Return Rank
IBID
DXJ
IBID vs. DXJ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2027 Term TIPS ETF (IBID) and WisdomTree Japan Hedged Equity Fund (DXJ). 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.
| IBID | DXJ | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.52 | ||
| Omega ratioGain probability vs. loss probability | 1.72 | 1.54 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 7.26 | 5.02 | +2.25 |
| Martin ratioReturn relative to average drawdown | 25.39 | 19.10 | +6.29 |
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Drawdowns
IBID vs. DXJ - Drawdown Comparison
The maximum IBID drawdown since its inception was -1.28%, smaller than the maximum DXJ drawdown of -49.63%. Use the drawdown chart below to compare losses from any high point for IBID and DXJ.
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Drawdown Indicators
| IBID | DXJ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.28% | -49.63% | +48.35% |
Max Drawdown (1Y)Largest decline over 1 year | -0.55% | -10.98% | +10.43% |
Max Drawdown (3Y)Largest decline over 3 years | — | -22.19% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -39.14% | — |
Current DrawdownCurrent decline from peak | -0.14% | -2.62% | +2.48% |
Average DrawdownAverage peak-to-trough decline | -0.23% | -14.27% | +14.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.16% | 2.88% | -2.72% |
Volatility
IBID vs. DXJ - Volatility Comparison
The current volatility for iShares iBonds Oct 2027 Term TIPS ETF (IBID) is 0.39%, while WisdomTree Japan Hedged Equity Fund (DXJ) has a volatility of 6.56%. This indicates that IBID experiences smaller price fluctuations and is considered to be less risky than DXJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBID | DXJ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.39% | 6.56% | -6.17% |
Volatility (6M)Calculated over the trailing 6-month period | 0.90% | 14.47% | -13.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.24% | 18.30% | -17.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.23% | 19.06% | -16.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.23% | 19.93% | -17.70% |
IBID vs. DXJ - Expense Ratio Comparison
IBID has a 0.10% expense ratio, which is lower than DXJ's 0.48% expense ratio.
Dividends
IBID vs. DXJ - Dividend Comparison
IBID's dividend yield for the trailing twelve months is around 4.90%, more than DXJ's 0.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DXJ WisdomTree Japan Hedged Equity Fund | 0.96% | 1.29% | 3.48% | 3.44% | 3.02% | 2.64% | 2.53% | 2.47% | 2.92% | 2.30% | 1.98% | 5.95% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 4.90% | 4.43% | 4.24% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBID and DXJ have a correlation of -0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DXJ has higher volatility (6.56%) compared to IBID (0.39%). In terms of maximum drawdown, IBID dropped -1.28% vs DXJ's -49.63%.
On 1-year performance, DXJ leads with 54.82% vs 3.98% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.39%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, DXJ has performed better with a 54.82% return vs 3.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBID is cheaper with a 0.10% expense ratio, compared with 0.48% for DXJ.
IBID has the higher dividend yield at 4.90%, compared with 0.96% for DXJ.
IBID is categorized as Inflation-Protected Bonds, while DXJ is Japan Equities. IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index, while DXJ tracks WisdomTree Japan Hedged Equity Index. They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.10% for IBID and 0.48% for DXJ.
IBID currently has the higher Sharpe Ratio (3.23 vs 3.02), 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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