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IBIG vs. VTIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBIG vs. VTIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Oct 2030 Term TIPS ETF (IBIG) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBIG achieves a 1.64% return, which is significantly lower than VTIP's 2.05% return.


IBIG

1D
-0.09%
1M
-0.37%
YTD
1.64%
6M
1.42%
1Y
5.02%
3Y*
5Y*
10Y*

VTIP

1D
0.00%
1M
0.04%
YTD
2.05%
6M
2.03%
1Y
4.70%
3Y*
5.26%
5Y*
3.37%
10Y*
3.14%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBIG vs. VTIP - Yearly Performance Comparison


2026 (YTD)202520242023
IBIG
iShares iBonds Oct 2030 Term TIPS ETF
1.64%7.90%2.60%4.26%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
2.05%6.07%4.74%2.47%

Correlation

The correlation between IBIG and VTIP is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.90

Correlation (All Time)
Calculated using the full available price history since Sep 22, 2023

0.90

The correlation between IBIG and VTIP has been stable across timeframes, ranging from 0.90 to 0.90 - a consistent structural relationship.

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Return for Risk

IBIG vs. VTIP — Risk / Return Rank

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

IBIG
IBIG Risk / Return Rank: 6666
Overall Rank
IBIG Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
IBIG Sortino Ratio Rank: 6767
Sortino Ratio Rank
IBIG Omega Ratio Rank: 5959
Omega Ratio Rank
IBIG Calmar Ratio Rank: 7575
Calmar Ratio Rank
IBIG Martin Ratio Rank: 6969
Martin Ratio Rank

VTIP
VTIP Risk / Return Rank: 9393
Overall Rank
VTIP Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
VTIP Sortino Ratio Rank: 9595
Sortino Ratio Rank
VTIP Omega Ratio Rank: 9393
Omega Ratio Rank
VTIP Calmar Ratio Rank: 9393
Calmar Ratio Rank
VTIP Martin Ratio Rank: 9393
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.

IBIG vs. VTIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2030 Term TIPS ETF (IBIG) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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.


IBIGVTIPDifference
Sharpe ratioReturn per unit of total volatility

-1.21

Sortino ratioReturn per unit of downside risk

-2.31

Omega ratioGain probability vs. loss probability

1.36

1.67

-0.31

Calmar ratioReturn relative to maximum drawdown

3.74

6.75

-3.00

Martin ratioReturn relative to average drawdown

12.68

26.06

-13.39

IBIG vs. VTIP - Sharpe Ratio Comparison

The current IBIG Sharpe Ratio is 1.93, which is lower than the VTIP Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of IBIG and VTIP, 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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Sharpe Ratios by Period


IBIGVTIPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.93

3.15

-1.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.15

Sharpe Ratio (All Time)

Calculated using the full available price history

1.43

0.89

+0.54

Drawdowns

IBIG vs. VTIP - Drawdown Comparison

The maximum IBIG drawdown since its inception was -3.21%, smaller than the maximum VTIP drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for IBIG and VTIP.


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Drawdown Indicators


IBIGVTIPDifference

Max Drawdown

Largest peak-to-trough decline

-3.21%

-6.27%

+3.06%

Max Drawdown (1Y)

Largest decline over 1 year

-1.35%

-0.70%

-0.65%

Max Drawdown (3Y)

Largest decline over 3 years

-0.98%

Max Drawdown (5Y)

Largest decline over 5 years

-5.50%

Max Drawdown (10Y)

Largest decline over 10 years

-6.27%

Current Drawdown

Current decline from peak

-0.43%

-0.02%

-0.41%

Average Drawdown

Average peak-to-trough decline

-0.77%

-1.04%

+0.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.40%

0.18%

+0.22%

Volatility

IBIG vs. VTIP - Volatility Comparison

iShares iBonds Oct 2030 Term TIPS ETF (IBIG) has a higher volatility of 0.62% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.43%. This indicates that IBIG's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBIGVTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.62%

0.43%

+0.19%

Volatility (6M)

Calculated over the trailing 6-month period

1.70%

1.02%

+0.68%

Volatility (1Y)

Calculated over the trailing 1-year period

2.62%

1.50%

+1.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.29%

2.77%

+1.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.29%

2.74%

+1.55%

IBIG vs. VTIP - Expense Ratio Comparison

IBIG has a 0.10% expense ratio, which is higher than VTIP's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IBIG vs. VTIP - Dividend Comparison

IBIG's dividend yield for the trailing twelve months is around 3.89%, more than VTIP's 3.58% yield.


PositionTTM2025202420232022202120202019201820172016
IBIG
iShares iBonds Oct 2030 Term TIPS ETF
3.89%4.70%4.15%0.78%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
3.58%3.81%2.70%2.86%6.84%4.68%1.20%1.95%2.45%1.52%0.76%

Frequently Asked Questions


IBIG and VTIP have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBIG has higher volatility (0.62%) compared to VTIP (0.43%). In terms of maximum drawdown, IBIG dropped -3.21% vs VTIP's -6.27%.

On 1-year performance, IBIG leads with 5.02% vs 4.70% for VTIP. On fees, VTIP is cheaper at 0.03% per year. On volatility, VTIP has been the lower-risk option at 0.43%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IBIG has performed better with a 5.02% return vs 4.70%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTIP is cheaper with a 0.03% expense ratio, compared with 0.10% for IBIG.

IBIG has the higher dividend yield at 3.89%, compared with 3.58% for VTIP.

IBIG tracks ICE 2030 Maturity US Inflation-Linked Treasury Index, while VTIP tracks Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.10% for IBIG and 0.03% for VTIP.

VTIP currently has the higher Sharpe Ratio (3.15 vs 1.93), 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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