IBID vs. NUKX

Last updated Jun 24, 2026

IBID (iShares iBonds Oct 2027 Term TIPS ETF) and NUKX (Nicholas Nuclear Income ETF) are both exchange-traded funds - IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index, while NUKX is a Derivative Income fund actively managed by Nicholas Wealth. IBID is passively managed, while NUKX is actively managed. At a correlation of -0.32, they often move in opposite directions. IBID charges 0.10%/yr vs 1.07%/yr for NUKX.

Performance

IBID vs. NUKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Oct 2027 Term TIPS ETF (IBID) and Nicholas Nuclear Income ETF (NUKX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IBID

• 1D: -0.05%
• 1M: -0.25%
• YTD: 1.94%
• 6M: 2.03%
• 1Y: 3.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —

NUKX

• 1D: -1.25%
• 1M: -2.45%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IBID vs. NUKX - Yearly Performance Comparison

	2026 (YTD)
IBID iShares iBonds Oct 2027 Term TIPS ETF	1.36%
NUKX Nicholas Nuclear Income ETF	-8.50%

Correlation

The correlation between IBID and NUKX is -0.32, 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 (All Time) Calculated using the full available price history since Mar 3, 2026	-0.32

Return for Risk

IBID vs. NUKX — Risk / Return Rank

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

IBID

IBID Risk / Return Rank: 95
IBID Sharpe Ratio Rank: 94
IBID Sortino Ratio Rank: 96
IBID Omega Ratio Rank: 95
IBID Calmar Ratio Rank: 95
IBID Martin Ratio Rank: 95

NUKX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

IBID vs. NUKX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2027 Term TIPS ETF (IBID) and Nicholas Nuclear Income ETF (NUKX). 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	NUKX	Difference
Sharpe ratio: Return per unit of total volatility	3.19	—	—
Sortino ratio: Return per unit of downside risk	5.38	—	—
Omega ratio: Gain probability vs. loss probability	1.72	—	—
Calmar ratio: Return relative to maximum drawdown	7.20	—	—
Martin ratio: Return relative to average drawdown	29.14	—	—

Drawdowns

IBID vs. NUKX - Drawdown Comparison

The maximum IBID drawdown since its inception was -1.28%, smaller than the maximum NUKX drawdown of -26.54%. Use the drawdown chart below to compare losses from any high point for IBID and NUKX.

Drawdown Indicators

	IBID	NUKX	Difference
Max Drawdown Largest peak-to-trough decline	-1.28%	-26.54%	+25.26%
Max Drawdown (1Y) Largest decline over 1 year	-0.55%	—	—
Current Drawdown Current decline from peak	-0.55%	-15.84%	+15.29%
Average Drawdown Average peak-to-trough decline	-0.22%	-8.86%	+8.64%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.13%	—	—

Volatility

Volatility by Period

	IBID	NUKX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.35%	—	—
Volatility (6M) Calculated over the trailing 6-month period	0.86%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.23%	52.44%	-51.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.24%	52.44%	-50.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.24%	52.44%	-50.20%

IBID vs. NUKX - Expense Ratio Comparison

IBID has a 0.10% expense ratio, which is lower than NUKX's 1.07% expense ratio.

Dividends

IBID vs. NUKX - Dividend Comparison

IBID's dividend yield for the trailing twelve months is around 3.68%, less than NUKX's 4.45% yield.

Position	TTM	2025	2024	2023
IBID iShares iBonds Oct 2027 Term TIPS ETF	3.68%	4.43%	4.24%	0.81%
NUKX Nicholas Nuclear Income ETF	4.45%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IBID and NUKX in my portfolio?

IBID and NUKX have a correlation of -0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, IBID or NUKX?

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

Which ETF is cheaper, IBID or NUKX?

IBID is cheaper with a 0.10% expense ratio, compared with 1.07% for NUKX.

Which ETF pays a higher dividend yield, IBID or NUKX?

NUKX has the higher dividend yield at 4.45%, compared with 3.68% for IBID.

What is the main difference between IBID and NUKX?

IBID is categorized as Inflation-Protected Bonds, while NUKX is Derivative Income. They also come from different issuers: iShares and Nicholas Wealth. Their fees differ too: 0.10% for IBID and 1.07% for NUKX.