IBTA vs. VGSH
IBTA (Ibotta, Inc) is a stock, while VGSH (Vanguard Short-Term Treasury ETF) is Government Bonds fund tracking the Bloomberg U.S. Treasury 1-3 Year Index. Over the past year, IBTA returned -16.98% vs 3.03% for VGSH. At a 0.05 correlation, their price movements are largely independent.
Performance
IBTA vs. VGSH - Performance Comparison
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Returns By Period
In the year-to-date period, IBTA achieves a 40.70% return, which is significantly higher than VGSH's 0.60% return.
IBTA
- 1D
- 3.76%
- 1M
- -0.74%
- YTD
- 40.70%
- 6M
- 42.70%
- 1Y
- -16.98%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VGSH
- 1D
- 0.14%
- 1M
- 0.25%
- YTD
- 0.60%
- 6M
- 0.72%
- 1Y
- 3.03%
- 3Y*
- 4.25%
- 5Y*
- 1.88%
- 10Y*
- 1.71%
IBTA vs. VGSH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBTA Ibotta, Inc | 40.70% | -65.07% | -44.38% |
VGSH Vanguard Short-Term Treasury ETF | 0.60% | 5.07% | 4.11% |
Correlation
The correlation between IBTA and VGSH is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Apr 18, 2024 | 0.05 |
The correlation between IBTA and VGSH shifts across timeframes, from 0.05 (all time) to 0.16 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
IBTA vs. VGSH — Risk / Return Rank
IBTA
VGSH
IBTA vs. VGSH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Ibotta, Inc (IBTA) and Vanguard Short-Term Treasury ETF (VGSH). 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.
| IBTA | VGSH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.57 | ||
| Sortino ratioReturn per unit of downside risk | -3.56 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.48 | -0.47 |
| Calmar ratioReturn relative to maximum drawdown | -0.33 | 3.44 | -3.76 |
| Martin ratioReturn relative to average drawdown | -0.55 | 13.16 | -13.71 |
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Drawdowns
IBTA vs. VGSH - Drawdown Comparison
The maximum IBTA drawdown since its inception was -83.55%, which is greater than VGSH's maximum drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for IBTA and VGSH.
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Drawdown Indicators
| IBTA | VGSH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.55% | -5.70% | -77.85% |
Max Drawdown (1Y)Largest decline over 1 year | -52.01% | -0.88% | -51.13% |
Max Drawdown (3Y)Largest decline over 3 years | — | -0.97% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -5.66% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.70% | — |
Current DrawdownCurrent decline from peak | -72.67% | -0.17% | -72.50% |
Average DrawdownAverage peak-to-trough decline | -58.62% | -0.60% | -58.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 31.10% | 0.23% | +30.87% |
Volatility
IBTA vs. VGSH - Volatility Comparison
Ibotta, Inc (IBTA) has a higher volatility of 17.32% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.47%. This indicates that IBTA's price experiences larger fluctuations and is considered to be riskier than VGSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBTA | VGSH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.32% | 0.47% | +16.85% |
Volatility (6M)Calculated over the trailing 6-month period | 43.54% | 0.96% | +42.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 68.21% | 1.32% | +66.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 73.15% | 1.98% | +71.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.15% | 1.58% | +71.57% |
Dividends
IBTA vs. VGSH - Dividend Comparison
IBTA has not paid dividends to shareholders, while VGSH's dividend yield for the trailing twelve months is around 3.87%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBTA Ibotta, Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VGSH Vanguard Short-Term Treasury ETF | 3.87% | 4.00% | 4.18% | 3.31% | 1.15% | 0.66% | 1.74% | 2.28% | 1.79% | 1.10% | 0.84% | 0.69% |
Frequently Asked Questions
IBTA and VGSH have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IBTA has higher volatility (17.32%) compared to VGSH (0.47%). In terms of maximum drawdown, IBTA dropped -83.55% vs VGSH's -5.70%.
VGSH currently has the higher Sharpe Ratio (2.32 vs -0.25), 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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