ILCG vs. IBID
ILCG (iShares Morningstar Growth ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - ILCG is a Large Cap Growth Equities fund tracking the Morningstar US Large-Mid Cap Broad Growth Index Gross, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, ILCG returned 22.02% vs 3.92% for IBID. At a correlation of -0.02, they often move in opposite directions. ILCG charges 0.04%/yr vs 0.10%/yr for IBID.
Performance
ILCG vs. IBID - Performance Comparison
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Returns By Period
In the year-to-date period, ILCG achieves a 9.21% return, which is significantly higher than IBID's 1.94% return.
ILCG
- 1D
- -2.86%
- 1M
- -1.80%
- YTD
- 9.21%
- 6M
- 7.82%
- 1Y
- 22.02%
- 3Y*
- 23.80%
- 5Y*
- 12.71%
- 10Y*
- 18.10%
IBID
- 1D
- -0.05%
- 1M
- -0.25%
- YTD
- 1.94%
- 6M
- 2.03%
- 1Y
- 3.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ILCG vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ILCG iShares Morningstar Growth ETF | 9.21% | 16.71% | 32.82% | 8.00% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 1.94% | 5.66% | 4.71% | 2.61% |
Correlation
The correlation between ILCG and IBID is -0.18, 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 | -0.18 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | -0.02 |
The correlation between ILCG and IBID shifts across timeframes, from -0.18 (1 year) to -0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
ILCG vs. IBID — Risk / Return Rank
ILCG
IBID
ILCG vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Growth ETF (ILCG) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). 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.
| ILCG | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.94 | ||
| Sortino ratioReturn per unit of downside risk | -3.66 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.72 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | 1.41 | 7.20 | -5.79 |
| Martin ratioReturn relative to average drawdown | 4.86 | 29.14 | -24.28 |
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Drawdowns
ILCG vs. IBID - Drawdown Comparison
The maximum ILCG drawdown since its inception was -52.98%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for ILCG and IBID.
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Drawdown Indicators
| ILCG | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.98% | -1.28% | -51.70% |
Max Drawdown (1Y)Largest decline over 1 year | -15.65% | -0.55% | -15.10% |
Max Drawdown (3Y)Largest decline over 3 years | -23.10% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.38% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.38% | — | — |
Current DrawdownCurrent decline from peak | -5.58% | -0.55% | -5.03% |
Average DrawdownAverage peak-to-trough decline | -8.21% | -0.22% | -7.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.54% | 0.13% | +4.41% |
Volatility
ILCG vs. IBID - Volatility Comparison
iShares Morningstar Growth ETF (ILCG) has a higher volatility of 7.83% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that ILCG's price experiences larger fluctuations and is considered to be riskier than IBID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ILCG | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.83% | 0.35% | +7.48% |
Volatility (6M)Calculated over the trailing 6-month period | 14.51% | 0.86% | +13.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.70% | 1.23% | +16.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.22% | 2.24% | +19.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.63% | 2.24% | +19.39% |
ILCG vs. IBID - Expense Ratio Comparison
ILCG has a 0.04% expense ratio, which is lower than IBID's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
ILCG vs. IBID - Dividend Comparison
ILCG's dividend yield for the trailing twelve months is around 0.42%, less than IBID's 3.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBID iShares iBonds Oct 2027 Term TIPS ETF | 3.68% | 4.43% | 4.24% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ILCG iShares Morningstar Growth ETF | 0.42% | 0.47% | 0.50% | 0.69% | 0.75% | 0.34% | 0.28% | 0.54% | 0.81% | 0.89% | 0.95% | 0.99% |
Frequently Asked Questions
ILCG and IBID have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ILCG has higher volatility (7.83%) compared to IBID (0.35%). In terms of maximum drawdown, ILCG dropped -52.98% vs IBID's -1.28%.
On 1-year performance, ILCG leads with 22.02% vs 3.92% for IBID. On fees, ILCG is cheaper at 0.04% per year. On volatility, IBID has been the lower-risk option at 0.35%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ILCG has performed better with a 22.02% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ILCG is cheaper with a 0.04% expense ratio, compared with 0.10% for IBID.
IBID has the higher dividend yield at 3.68%, compared with 0.42% for ILCG.
ILCG is categorized as Large Cap Growth Equities, while IBID is Inflation-Protected Bonds. ILCG tracks Morningstar US Large-Mid Cap Broad Growth Index Gross, while IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index. Their fees differ too: 0.04% for ILCG and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.19 vs 1.25), 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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