ISCV vs. RBIL
ISCV (iShares Morningstar Small Cap Value ETF) and RBIL (F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF) are both exchange-traded funds - ISCV is a Small Cap Value Equities fund tracking the Morningstar US Small Cap Broad Value Extended Index, while RBIL is a Inflation-Protected Bonds fund tracking the Bloomberg US Ultrashort TIPS 1-13 Months Index. Both are passively managed. Over the past year, ISCV returned 28.75% vs 4.07% for RBIL. At a correlation of -0.12, they often move in opposite directions. ISCV charges 0.06%/yr vs 0.17%/yr for RBIL.
Performance
ISCV vs. RBIL - Performance Comparison
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Returns By Period
In the year-to-date period, ISCV achieves a 12.30% return, which is significantly higher than RBIL's 2.32% return.
ISCV
- 1D
- 0.13%
- 1M
- 2.65%
- YTD
- 12.30%
- 6M
- 10.92%
- 1Y
- 28.75%
- 3Y*
- 16.37%
- 5Y*
- 7.37%
- 10Y*
- 9.07%
RBIL
- 1D
- 0.01%
- 1M
- -0.19%
- YTD
- 2.32%
- 6M
- 2.37%
- 1Y
- 4.07%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ISCV vs. RBIL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
ISCV iShares Morningstar Small Cap Value ETF | 12.30% | 10.72% |
RBIL F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF | 2.32% | 2.85% |
Correlation
The correlation between ISCV and RBIL is -0.14, 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 | -0.14 |
Correlation (All Time) Calculated using the full available price history since Feb 25, 2025 | -0.12 |
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Return for Risk
ISCV vs. RBIL — Risk / Return Rank
ISCV
RBIL
ISCV vs. RBIL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Small Cap Value ETF (ISCV) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). 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.
| ISCV | RBIL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.57 | ||
| Sortino ratioReturn per unit of downside risk | -4.05 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 2.13 | -0.82 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 7.82 | -4.70 |
| Martin ratioReturn relative to average drawdown | 10.88 | 42.95 | -32.08 |
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Drawdowns
ISCV vs. RBIL - Drawdown Comparison
The maximum ISCV drawdown since its inception was -63.14%, which is greater than RBIL's maximum drawdown of -0.52%. Use the drawdown chart below to compare losses from any high point for ISCV and RBIL.
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Drawdown Indicators
| ISCV | RBIL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.14% | -0.52% | -62.62% |
Max Drawdown (1Y)Largest decline over 1 year | -9.25% | -0.52% | -8.73% |
Max Drawdown (3Y)Largest decline over 3 years | -25.35% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -25.35% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -51.56% | — | — |
Current DrawdownCurrent decline from peak | -0.83% | -0.50% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -9.12% | -0.07% | -9.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 0.10% | +2.55% |
Volatility
ISCV vs. RBIL - Volatility Comparison
iShares Morningstar Small Cap Value ETF (ISCV) has a higher volatility of 3.79% compared to F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) at 0.36%. This indicates that ISCV's price experiences larger fluctuations and is considered to be riskier than RBIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ISCV | RBIL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 0.36% | +3.43% |
Volatility (6M)Calculated over the trailing 6-month period | 10.58% | 0.85% | +9.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.28% | 0.95% | +15.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.78% | 1.07% | +19.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.27% | 1.07% | +22.20% |
ISCV vs. RBIL - Expense Ratio Comparison
ISCV has a 0.06% expense ratio, which is lower than RBIL's 0.17% 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
ISCV vs. RBIL - Dividend Comparison
ISCV's dividend yield for the trailing twelve months is around 1.90%, less than RBIL's 4.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISCV iShares Morningstar Small Cap Value ETF | 1.90% | 2.04% | 2.01% | 2.21% | 2.12% | 1.95% | 2.01% | 2.36% | 2.48% | 1.74% | 2.49% | 2.60% |
RBIL F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF | 4.38% | 3.65% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
ISCV and RBIL have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISCV has higher volatility (3.79%) compared to RBIL (0.36%). In terms of maximum drawdown, ISCV dropped -63.14% vs RBIL's -0.52%.
On 1-year performance, ISCV leads with 28.75% vs 4.07% for RBIL. On fees, ISCV is cheaper at 0.06% per year. On volatility, RBIL has been the lower-risk option at 0.36%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ISCV has performed better with a 28.75% return vs 4.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ISCV is cheaper with a 0.06% expense ratio, compared with 0.17% for RBIL.
RBIL has the higher dividend yield at 4.38%, compared with 1.90% for ISCV.
ISCV is categorized as Small Cap Value Equities, while RBIL is Inflation-Protected Bonds. ISCV tracks Morningstar US Small Cap Broad Value Extended Index, while RBIL tracks Bloomberg US Ultrashort TIPS 1-13 Months Index. They also come from different issuers: iShares and F/m. Their fees differ too: 0.06% for ISCV and 0.17% for RBIL.
RBIL currently has the higher Sharpe Ratio (4.35 vs 1.78), 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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