IBIM vs. IBIE

Last updated Jul 18, 2026

IBIM (iShares iBonds Oct 2036 Term TIPS ETF) and IBIE (iShares iBonds Oct 2028 Term TIPS ETF) are both Inflation-Protected Bonds funds from iShares. At a 0.45 correlation, their price movements are largely independent.

Performance

IBIM vs. IBIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Oct 2036 Term TIPS ETF (IBIM) and iShares iBonds Oct 2028 Term TIPS ETF (IBIE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IBIM

• 1D: 0.34%
• 1M: 0.14%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

IBIE

• 1D: 0.10%
• 1M: 0.45%
• 6M: 1.87%
• YTD: 1.90%
• 1Y: 3.41%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IBIM vs. IBIE - Yearly Performance Comparison

	2026 (YTD)
IBIM iShares iBonds Oct 2036 Term TIPS ETF	1.05%
IBIE iShares iBonds Oct 2028 Term TIPS ETF	1.32%

Correlation

The correlation between IBIM and IBIE is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Mar 26, 2026	0.45

Return for Risk

IBIM vs. IBIE — Risk / Return Rank

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

IBIM

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

IBIE

IBIE Risk / Return Rank: 90
IBIE Sharpe Ratio Rank: 86
IBIE Sortino Ratio Rank: 93
IBIE Omega Ratio Rank: 91
IBIE Calmar Ratio Rank: 93
IBIE Martin Ratio Rank: 89

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.

IBIM vs. IBIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2036 Term TIPS ETF (IBIM) and iShares iBonds Oct 2028 Term TIPS ETF (IBIE). 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.

	IBIM	IBIE	Difference
Sharpe ratio: Return per unit of total volatility	—	2.17	—
Sortino ratio: Return per unit of downside risk	—	3.61	—
Omega ratio: Gain probability vs. loss probability	—	1.46	—
Calmar ratio: Return relative to maximum drawdown	—	4.76	—
Martin ratio: Return relative to average drawdown	—	14.76	—

Drawdowns

IBIM vs. IBIE - Drawdown Comparison

The maximum IBIM drawdown since its inception was -1.84%, which is greater than IBIE's maximum drawdown of -1.70%. Use the drawdown chart below to compare losses from any high point for IBIM and IBIE.

Drawdown Indicators

	IBIM	IBIE	Difference
Max Drawdown Largest peak-to-trough decline	-1.84%	-1.70%	-0.14%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.72%	—
Current Drawdown Current decline from peak	-1.05%	-0.20%	-0.85%
Average Drawdown Average peak-to-trough decline	-0.62%	-0.39%	-0.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.23%	—

Volatility

Volatility by Period

	IBIM	IBIE	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.54%	—
Volatility (6M) Calculated over the trailing 6-month period	—	1.09%	—
Volatility (1Y) Calculated over the trailing 1-year period	4.73%	1.58%	+3.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	4.73%	2.82%	+1.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	4.73%	2.82%	+1.91%

Dividends

IBIM vs. IBIE - Dividend Comparison

IBIM's dividend yield for the trailing twelve months is around 1.85%, less than IBIE's 4.96% yield.

Position	TTM	2025	2024	2023
IBIE iShares iBonds Oct 2028 Term TIPS ETF	4.96%	4.09%	4.23%	0.75%
IBIM iShares iBonds Oct 2036 Term TIPS ETF	1.85%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both IBIM and IBIE in my portfolio?

IBIM and IBIE have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF pays a higher dividend yield, IBIM or IBIE?

IBIE has the higher dividend yield at 4.96%, compared with 1.85% for IBIM.