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IBIK vs. RINF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBIK vs. RINF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Oct 2034 Term TIPS ETF (IBIK) and ProShares Inflation Expectations ETF (RINF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBIK achieves a 1.45% return, which is significantly lower than RINF's 2.37% return.


IBIK

1D
-0.25%
1M
-0.38%
YTD
1.45%
6M
0.91%
1Y
6.15%
3Y*
5Y*
10Y*

RINF

1D
-0.07%
1M
0.43%
YTD
2.37%
6M
3.08%
1Y
2.48%
3Y*
4.84%
5Y*
5.43%
10Y*
4.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBIK vs. RINF - Yearly Performance Comparison


2026 (YTD)20252024
IBIK
iShares iBonds Oct 2034 Term TIPS ETF
1.45%8.78%1.43%
RINF
ProShares Inflation Expectations ETF
2.37%1.64%3.22%

Correlation

The correlation between IBIK and RINF is -0.23, 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

-0.23

Correlation (All Time)
Calculated using the full available price history since May 28, 2024

-0.27

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Return for Risk

IBIK vs. RINF — Risk / Return Rank

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

IBIK
IBIK Risk / Return Rank: 4646
Overall Rank
IBIK Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
IBIK Sortino Ratio Rank: 4646
Sortino Ratio Rank
IBIK Omega Ratio Rank: 4040
Omega Ratio Rank
IBIK Calmar Ratio Rank: 5151
Calmar Ratio Rank
IBIK Martin Ratio Rank: 5151
Martin Ratio Rank

RINF
RINF Risk / Return Rank: 1818
Overall Rank
RINF Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
RINF Sortino Ratio Rank: 1616
Sortino Ratio Rank
RINF Omega Ratio Rank: 1616
Omega Ratio Rank
RINF Calmar Ratio Rank: 2121
Calmar Ratio Rank
RINF Martin Ratio Rank: 1818
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.

IBIK vs. RINF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2034 Term TIPS ETF (IBIK) and ProShares Inflation Expectations ETF (RINF). 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.


IBIKRINFDifference
Sharpe ratioReturn per unit of total volatility

+0.91

Sortino ratioReturn per unit of downside risk

+1.39

Omega ratioGain probability vs. loss probability

1.26

1.10

+0.16

Calmar ratioReturn relative to maximum drawdown

2.47

0.96

+1.51

Martin ratioReturn relative to average drawdown

8.52

1.83

+6.69

IBIK vs. RINF - Sharpe Ratio Comparison

The current IBIK Sharpe Ratio is 1.47, which is higher than the RINF Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of IBIK and RINF, 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


IBIKRINFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.47

0.56

+0.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

1.08

0.08

+1.00

Drawdowns

IBIK vs. RINF - Drawdown Comparison

The maximum IBIK drawdown since its inception was -5.59%, smaller than the maximum RINF drawdown of -43.51%. Use the drawdown chart below to compare losses from any high point for IBIK and RINF.


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Drawdown Indicators


IBIKRINFDifference

Max Drawdown

Largest peak-to-trough decline

-5.59%

-43.51%

+37.92%

Max Drawdown (1Y)

Largest decline over 1 year

-2.50%

-2.60%

+0.10%

Max Drawdown (3Y)

Largest decline over 3 years

-9.62%

Max Drawdown (5Y)

Largest decline over 5 years

-13.58%

Max Drawdown (10Y)

Largest decline over 10 years

-29.18%

Current Drawdown

Current decline from peak

-0.65%

-0.66%

+0.01%

Average Drawdown

Average peak-to-trough decline

-1.24%

-16.45%

+15.21%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.72%

1.37%

-0.65%

Volatility

IBIK vs. RINF - Volatility Comparison

iShares iBonds Oct 2034 Term TIPS ETF (IBIK) and ProShares Inflation Expectations ETF (RINF) have volatilities of 1.20% and 1.19%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBIKRINFDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.20%

1.19%

+0.01%

Volatility (6M)

Calculated over the trailing 6-month period

2.82%

2.77%

+0.05%

Volatility (1Y)

Calculated over the trailing 1-year period

4.21%

4.49%

-0.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.34%

12.82%

-7.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.34%

12.57%

-7.23%

IBIK vs. RINF - Expense Ratio Comparison

IBIK has a 0.10% expense ratio, which is lower than RINF's 0.30% expense ratio.


Dividends

IBIK vs. RINF - Dividend Comparison

IBIK's dividend yield for the trailing twelve months is around 3.73%, which matches RINF's 3.70% yield.


PositionTTM20252024202320222021202020192018201720162015
IBIK
iShares iBonds Oct 2034 Term TIPS ETF
3.73%4.43%2.67%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
RINF
ProShares Inflation Expectations ETF
3.70%3.89%4.68%5.07%1.15%2.76%0.82%1.90%2.47%2.99%1.09%1.83%

Frequently Asked Questions


IBIK and RINF have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBIK has higher volatility (1.20%) compared to RINF (1.19%). In terms of maximum drawdown, IBIK dropped -5.59% vs RINF's -43.51%.

On 1-year performance, IBIK leads with 6.15% vs 2.48% for RINF. On fees, IBIK is cheaper at 0.10% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IBIK has performed better with a 6.15% return vs 2.48%. 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 0.30% for RINF.

IBIK has the higher dividend yield at 3.73%, compared with 3.70% for RINF.

IBIK tracks iBonds Oct 2034 Term TIPS Index, while RINF tracks FTSE 30-Year TIPS (Treasury Rate-Hedged) Index. They also come from different issuers: iShares and ProShares. Their fees differ too: 0.10% for IBIK and 0.30% for RINF.

IBIK currently has the higher Sharpe Ratio (1.47 vs 0.56), 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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