IBIK vs. BESF
IBIK (iShares iBonds Oct 2034 Term TIPS ETF) and BESF (Bastion Energy ETF) are both exchange-traded funds - IBIK is a Inflation-Protected Bonds fund tracking the iBonds Oct 2034 Term TIPS Index, while BESF is a Energy Equities fund actively managed by Bastion. IBIK is passively managed, while BESF is actively managed. Over the past year, IBIK returned 4.26% vs 56.15% for BESF. At a correlation of -0.20, they often move in opposite directions. IBIK charges 0.10%/yr vs 0.80%/yr for BESF.
Performance
IBIK vs. BESF - Performance Comparison
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Returns By Period
In the year-to-date period, IBIK achieves a 0.59% return, which is significantly lower than BESF's 14.96% return.
IBIK
- 1D
- -0.46%
- 1M
- -0.23%
- YTD
- 0.59%
- 6M
- 0.77%
- 1Y
- 4.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BESF
- 1D
- 1.49%
- 1M
- -7.22%
- YTD
- 14.96%
- 6M
- 14.44%
- 1Y
- 56.15%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBIK vs. BESF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBIK iShares iBonds Oct 2034 Term TIPS ETF | 0.59% | 4.63% |
BESF Bastion Energy ETF | 14.96% | 38.76% |
Correlation
The correlation between IBIK and BESF is -0.20, 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 | -0.20 |
Correlation (All Time) Calculated using the full available price history since Jun 4, 2025 | -0.20 |
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Return for Risk
IBIK vs. BESF — Risk / Return Rank
IBIK
BESF
IBIK vs. BESF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2034 Term TIPS ETF (IBIK) and Bastion Energy ETF (BESF). 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.
| IBIK | BESF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -1.59 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.37 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | 1.71 | 5.14 | -3.43 |
| Martin ratioReturn relative to average drawdown | 5.66 | 14.33 | -8.67 |
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Drawdowns
IBIK vs. BESF - Drawdown Comparison
The maximum IBIK drawdown since its inception was -5.59%, smaller than the maximum BESF drawdown of -10.97%. Use the drawdown chart below to compare losses from any high point for IBIK and BESF.
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Drawdown Indicators
| IBIK | BESF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.59% | -10.97% | +5.38% |
Max Drawdown (1Y)Largest decline over 1 year | -2.50% | -10.97% | +8.47% |
Current DrawdownCurrent decline from peak | -1.49% | -9.64% | +8.15% |
Average DrawdownAverage peak-to-trough decline | -1.24% | -2.72% | +1.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.75% | 3.93% | -3.18% |
Volatility
IBIK vs. BESF - Volatility Comparison
The current volatility for iShares iBonds Oct 2034 Term TIPS ETF (IBIK) is 1.57%, while Bastion Energy ETF (BESF) has a volatility of 6.87%. This indicates that IBIK experiences smaller price fluctuations and is considered to be less risky than BESF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBIK | BESF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.57% | 6.87% | -5.30% |
Volatility (6M)Calculated over the trailing 6-month period | 3.09% | 14.94% | -11.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.23% | 24.78% | -20.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.36% | 24.42% | -19.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.36% | 24.42% | -19.06% |
IBIK vs. BESF - Expense Ratio Comparison
IBIK has a 0.10% expense ratio, which is lower than BESF's 0.80% expense ratio.
Dividends
IBIK vs. BESF - Dividend Comparison
IBIK's dividend yield for the trailing twelve months is around 3.77%, less than BESF's 5.92% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
BESF Bastion Energy ETF | 5.92% | 6.39% | 0.00% |
IBIK iShares iBonds Oct 2034 Term TIPS ETF | 3.77% | 4.43% | 2.67% |
Frequently Asked Questions
IBIK and BESF have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BESF has higher volatility (6.87%) compared to IBIK (1.57%). In terms of maximum drawdown, IBIK dropped -5.59% vs BESF's -10.97%.
On 1-year performance, BESF leads with 56.15% vs 4.26% for IBIK. On fees, IBIK is cheaper at 0.10% per year. On volatility, IBIK has been the lower-risk option at 1.57%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, BESF has performed better with a 56.15% return vs 4.26%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIK is cheaper with a 0.10% expense ratio, compared with 0.80% for BESF.
BESF has the higher dividend yield at 5.92%, compared with 3.77% for IBIK.
IBIK is categorized as Inflation-Protected Bonds, while BESF is Energy Equities. They also come from different issuers: iShares and Bastion. Their fees differ too: 0.10% for IBIK and 0.80% for BESF.
BESF currently has the higher Sharpe Ratio (2.28 vs 1.01), 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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