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IBID vs. WIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBID vs. WIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Oct 2027 Term TIPS ETF (IBID) and SPDR FTSE International Government Inflation-Protected Bond ETF (WIP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBID achieves a 1.99% return, which is significantly lower than WIP's 2.25% return.


IBID

1D
0.00%
1M
-0.19%
YTD
1.99%
6M
2.08%
1Y
4.04%
3Y*
5Y*
10Y*

WIP

1D
-0.56%
1M
-1.63%
YTD
2.25%
6M
2.41%
1Y
5.56%
3Y*
3.92%
5Y*
-0.72%
10Y*
1.40%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBID vs. WIP - Yearly Performance Comparison


2026 (YTD)202520242023
IBID
iShares iBonds Oct 2027 Term TIPS ETF
1.99%5.66%4.71%2.61%
WIP
SPDR FTSE International Government Inflation-Protected Bond ETF
2.25%15.18%-8.71%6.44%

Correlation

The correlation between IBID and WIP is 0.03, 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

0.03

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

0.27

Over the past year, the correlation between IBID and WIP has dropped to 0.03 - well below their long-term average of 0.27, suggesting their price drivers have been diverging.

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Return for Risk

IBID vs. WIP — Risk / Return Rank

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

IBID
IBID Risk / Return Rank: 9595
Overall Rank
IBID Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
IBID Sortino Ratio Rank: 9696
Sortino Ratio Rank
IBID Omega Ratio Rank: 9696
Omega Ratio Rank
IBID Calmar Ratio Rank: 9696
Calmar Ratio Rank
IBID Martin Ratio Rank: 9595
Martin Ratio Rank

WIP
WIP Risk / Return Rank: 2121
Overall Rank
WIP Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
WIP Sortino Ratio Rank: 1717
Sortino Ratio Rank
WIP Omega Ratio Rank: 1717
Omega Ratio Rank
WIP Calmar Ratio Rank: 2424
Calmar Ratio Rank
WIP Martin Ratio Rank: 2525
Martin Ratio Rank
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. WIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2027 Term TIPS ETF (IBID) and SPDR FTSE International Government Inflation-Protected Bond ETF (WIP). 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.


IBIDWIPDifference
Sharpe ratioReturn per unit of total volatility

+2.65

Sortino ratioReturn per unit of downside risk

+4.62

Omega ratioGain probability vs. loss probability

1.75

1.11

+0.63

Calmar ratioReturn relative to maximum drawdown

8.22

1.08

+7.14

Martin ratioReturn relative to average drawdown

30.99

3.16

+27.83

IBID vs. WIP - Sharpe Ratio Comparison

The current IBID Sharpe Ratio is 3.29, which is higher than the WIP Sharpe Ratio of 0.64. The chart below compares the historical Sharpe Ratios of IBID and WIP, 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

IBID vs. WIP - Drawdown Comparison

The maximum IBID drawdown since its inception was -1.28%, smaller than the maximum WIP drawdown of -29.60%. Use the drawdown chart below to compare losses from any high point for IBID and WIP.


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Drawdown Indicators


IBIDWIPDifference

Max Drawdown

Largest peak-to-trough decline

-1.28%

-29.60%

+28.32%

Max Drawdown (1Y)

Largest decline over 1 year

-0.49%

-5.16%

+4.67%

Max Drawdown (3Y)

Largest decline over 3 years

-11.16%

Max Drawdown (5Y)

Largest decline over 5 years

-28.66%

Max Drawdown (10Y)

Largest decline over 10 years

-28.84%

Current Drawdown

Current decline from peak

-0.49%

-5.76%

+5.27%

Average Drawdown

Average peak-to-trough decline

-0.22%

-8.57%

+8.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.13%

1.76%

-1.63%

Volatility

IBID vs. WIP - Volatility Comparison

The current volatility for iShares iBonds Oct 2027 Term TIPS ETF (IBID) is 0.35%, while SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) has a volatility of 2.63%. This indicates that IBID experiences smaller price fluctuations and is considered to be less risky than WIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBIDWIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.35%

2.63%

-2.28%

Volatility (6M)

Calculated over the trailing 6-month period

0.86%

7.08%

-6.22%

Volatility (1Y)

Calculated over the trailing 1-year period

1.23%

8.80%

-7.57%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.24%

11.46%

-9.22%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.24%

10.15%

-7.91%

IBID vs. WIP - Expense Ratio Comparison

IBID has a 0.10% expense ratio, which is lower than WIP's 0.50% expense ratio.


Dividends

IBID vs. WIP - Dividend Comparison

IBID's dividend yield for the trailing twelve months is around 3.68%, less than WIP's 5.90% yield.


PositionTTM20252024202320222021202020192018201720162015
IBID
iShares iBonds Oct 2027 Term TIPS ETF
3.68%4.43%4.24%0.81%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
WIP
SPDR FTSE International Government Inflation-Protected Bond ETF
5.90%5.51%6.06%6.54%11.15%4.63%1.59%2.49%4.05%1.91%1.27%1.14%

Frequently Asked Questions


IBID and WIP have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

WIP has higher volatility (2.63%) compared to IBID (0.35%). In terms of maximum drawdown, IBID dropped -1.28% vs WIP's -29.60%.

On 1-year performance, WIP leads with 5.56% vs 4.04% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.35%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, WIP has performed better with a 5.56% return vs 4.04%. 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 0.50% for WIP.

WIP has the higher dividend yield at 5.90%, compared with 3.68% for IBID.

IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index, while WIP tracks FTSE International Inflation-Linked Securities Select (USD). They also come from different issuers: iShares and State Street. Their fees differ too: 0.10% for IBID and 0.50% for WIP.

IBID currently has the higher Sharpe Ratio (3.29 vs 0.64), 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 IBID and WIP

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