IBIH vs. LIAM
IBIH (iShares iBonds Oct 2031 Term TIPS ETF) and LIAM (LifeX 2055 Inflation-Protected Longevity Income ETF) are both Inflation-Protected Bonds funds. IBIH is passively managed, while LIAM is actively managed. Over the past year, IBIH returned 2.27% vs -0.40% for LIAM. Their 0.78 correlation means they have sometimes moved together and sometimes differently. IBIH charges 0.10%/yr vs 0.25%/yr for LIAM.
Performance
IBIH vs. LIAM - Performance Comparison
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Returns By Period
In the year-to-date period, IBIH achieves a 1.12% return, which is significantly higher than LIAM's -1.56% return.
IBIH
- 1D
- 0.07%
- 1M
- -0.18%
- 6M
- 0.59%
- YTD
- 1.12%
- 1Y
- 2.27%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 5.54%
LIAM
- 1D
- 0.33%
- 1M
- -2.16%
- 6M
- -1.39%
- YTD
- -1.56%
- 1Y
- -0.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -2.01%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $436.09K | $430.66K | $433.48K | |
| $14.45K | $46.99K | $61.55K |
IBIH vs. LIAM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBIH iShares iBonds Oct 2031 Term TIPS ETF | 1.12% | 8.47% | -3.22% |
LIAM LifeX 2055 Inflation-Protected Longevity Income ETF | -1.56% | 5.26% | -7.09% |
Correlation
The correlation between IBIH and LIAM is 0.73, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.73 |
Correlation (All Time) Calculated using the full available price history since Sep 16, 2024 | 0.78 |
The correlation between IBIH and LIAM has been stable across timeframes, ranging from 0.73 to 0.78 - a consistent structural relationship.
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Return for Risk
IBIH vs. LIAM — Risk / Return Rank
IBIH
LIAM
IBIH vs. LIAM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2031 Term TIPS ETF (IBIH) and LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM). 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.
| IBIH | LIAM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.81 | ||
| Sortino ratioReturn per unit of downside risk | +1.14 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 0.99 | +0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | -0.08 | +1.43 |
| Martin ratioReturn relative to average drawdown | 3.55 | -0.18 | +3.73 |
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Drawdowns
IBIH vs. LIAM - Drawdown Comparison
The maximum IBIH drawdown since its inception was -3.94%, smaller than the maximum LIAM drawdown of -8.39%. Use the drawdown chart below to compare losses from any high point for IBIH and LIAM.
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Drawdown Indicators
| IBIH | LIAM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.94% | -8.39% | +4.45% |
Max Drawdown (1Y)Largest decline over 1 year | -1.70% | -4.76% | +3.06% |
Current DrawdownCurrent decline from peak | -1.10% | -4.45% | +3.35% |
Average DrawdownAverage peak-to-trough decline | -0.96% | -3.31% | +2.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 2.22% | -1.58% |
Volatility
IBIH vs. LIAM - Volatility Comparison
The current volatility for iShares iBonds Oct 2031 Term TIPS ETF (IBIH) is 0.68%, while LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM) has a volatility of 1.45%. This indicates that IBIH experiences smaller price fluctuations and is considered to be less risky than LIAM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBIH | LIAM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 1.45% | -0.77% |
Volatility (6M)Calculated over the trailing 6-month period | 2.37% | 4.74% | -2.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.05% | 6.21% | -3.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.86% | 7.54% | -2.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.86% | 7.54% | -2.68% |
IBIH vs. LIAM - Expense Ratio Comparison
IBIH has a 0.10% expense ratio, which is lower than LIAM's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IBIH vs. LIAM - Dividend Comparison
IBIH's dividend yield for the trailing twelve months is around 4.97%, less than LIAM's 6.57% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBIH iShares iBonds Oct 2031 Term TIPS ETF | 4.97% | 4.68% | 4.34% | 0.70% |
LIAM LifeX 2055 Inflation-Protected Longevity Income ETF | 6.57% | 9.02% | 1.21% | 0.00% |
Frequently Asked Questions
IBIH and LIAM have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIAM has higher volatility (1.45%) compared to IBIH (0.68%). In terms of maximum drawdown, IBIH dropped -3.94% vs LIAM's -8.39%.
On 1-year performance, IBIH leads with 2.27% vs -0.40% for LIAM. On fees, IBIH is cheaper at 0.10% per year. On volatility, IBIH has been the lower-risk option at 0.68%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBIH has performed better with a 2.27% return vs -0.40%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIH is cheaper with a 0.10% expense ratio, compared with 0.25% for LIAM.
LIAM has the higher dividend yield at 6.57%, compared with 4.97% for IBIH.
They also come from different issuers: iShares and Stone Ridge. Their fees differ too: 0.10% for IBIH and 0.25% for LIAM.
IBIH currently has the higher Sharpe Ratio (0.75 vs -0.07), 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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