IBIM vs. IWM
IBIM (iShares iBonds Oct 2036 Term TIPS ETF) and IWM (iShares Russell 2000 ETF) are both exchange-traded funds - IBIM is a Inflation-Protected Bonds fund managed by iShares, while IWM is a Small Cap Blend Equities fund tracking the Russell 2000 Index. A 0.60 correlation means they provide meaningful diversification when combined.
Performance
IBIM vs. IWM - Performance Comparison
Loading charts...
Returns By Period
IBIM
- 1D
- 0.36%
- 1M
- 0.14%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IWM
- 1D
- -0.29%
- 1M
- 3.19%
- YTD
- 21.96%
- 6M
- 20.14%
- 1Y
- 40.19%
- 3Y*
- 18.26%
- 5Y*
- 6.76%
- 10Y*
- 11.44%
IBIM vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
IBIM iShares iBonds Oct 2036 Term TIPS ETF | 1.94% |
IWM iShares Russell 2000 ETF | 19.01% |
Correlation
The correlation between IBIM and IWM is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 26, 2026 | 0.60 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IBIM vs. IWM — Risk / Return Rank
IBIM
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IWM
IBIM vs. IWM - 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 Russell 2000 ETF (IWM). 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 | IWM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.34 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.66 | — |
| Martin ratioReturn relative to average drawdown | — | 12.95 | — |
Loading charts...
Drawdowns
IBIM vs. IWM - Drawdown Comparison
The maximum IBIM drawdown since its inception was -1.84%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for IBIM and IWM.
Loading charts...
Drawdown Indicators
| IBIM | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.84% | -59.05% | +57.21% |
Max Drawdown (1Y)Largest decline over 1 year | — | -11.03% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -27.50% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.91% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.13% | — |
Current DrawdownCurrent decline from peak | -0.18% | -0.29% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -0.51% | -10.74% | +10.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.11% | — |
Volatility
IBIM vs. IWM - Volatility Comparison
Loading charts...
Volatility by Period
| IBIM | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 6.31% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 14.27% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.85% | 19.63% | -14.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.85% | 22.60% | -17.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.85% | 23.02% | -18.17% |
Dividends
IBIM vs. IWM - Dividend Comparison
IBIM has not paid dividends to shareholders, while IWM's dividend yield for the trailing twelve months is around 0.89%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBIM iShares iBonds Oct 2036 Term TIPS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 0.89% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
Frequently Asked Questions
IBIM and IWM have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IWM has the higher dividend yield at 0.89%, compared with 0.00% for IBIM.
IBIM is categorized as Inflation-Protected Bonds, while IWM is Small Cap Blend Equities.
Find the right allocation for IBIM and IWM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer