ITA vs. IBIC
ITA (iShares U.S. Aerospace & Defense ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - ITA is a Aerospace & Defense fund tracking the Dow Jones U.S. Select Aerospace & Defense Index, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, ITA returned 26.06% vs 4.54% for IBIC. At a correlation of -0.03, they often move in opposite directions. ITA charges 0.38%/yr vs 0.10%/yr for IBIC.
Performance
ITA vs. IBIC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ITA achieves a 4.82% return, which is significantly higher than IBIC's 2.37% return.
ITA
- 1D
- -1.51%
- 1M
- 4.93%
- YTD
- 4.82%
- 6M
- 11.61%
- 1Y
- 26.06%
- 3Y*
- 26.89%
- 5Y*
- 15.93%
- 10Y*
- 14.82%
IBIC
- 1D
- 0.02%
- 1M
- 0.27%
- YTD
- 2.37%
- 6M
- 2.51%
- 1Y
- 4.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ITA vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
ITA iShares U.S. Aerospace & Defense ETF | 4.82% | 48.64% | 15.81% | 15.92% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.37% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between ITA and IBIC is -0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.09 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023 | -0.03 |
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
ITA vs. IBIC — Risk / Return Rank
ITA
IBIC
ITA vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aerospace & Defense ETF (ITA) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). 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.
| ITA | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.79 | ||
| Sortino ratioReturn per unit of downside risk | -7.28 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 2.24 | -1.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.65 | 17.27 | -15.62 |
| Martin ratioReturn relative to average drawdown | 4.49 | 67.45 | -62.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| ITA | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 5.05 | -3.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 3.49 | -2.98 |
Drawdowns
ITA vs. IBIC - Drawdown Comparison
The maximum ITA drawdown since its inception was -59.72%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for ITA and IBIC.
Loading charts...
Drawdown Indicators
| ITA | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.72% | -0.90% | -58.82% |
Max Drawdown (1Y)Largest decline over 1 year | -15.82% | -0.26% | -15.56% |
Max Drawdown (3Y)Largest decline over 3 years | -15.82% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.72% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -51.00% | — | — |
Current DrawdownCurrent decline from peak | -10.19% | -0.13% | -10.06% |
Average DrawdownAverage peak-to-trough decline | -9.46% | -0.10% | -9.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 0.07% | +5.75% |
Volatility
ITA vs. IBIC - Volatility Comparison
iShares U.S. Aerospace & Defense ETF (ITA) has a higher volatility of 7.28% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.33%. This indicates that ITA's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ITA | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 0.33% | +6.95% |
Volatility (6M)Calculated over the trailing 6-month period | 17.47% | 0.67% | +16.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.86% | 0.90% | +19.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.02% | 1.58% | +18.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.14% | 1.58% | +21.56% |
ITA vs. IBIC - Expense Ratio Comparison
ITA has a 0.38% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
ITA vs. IBIC - Dividend Comparison
ITA's dividend yield for the trailing twelve months is around 0.48%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ITA iShares U.S. Aerospace & Defense ETF | 0.48% | 0.55% | 0.85% | 0.93% | 0.95% | 0.82% | 1.07% | 1.54% | 1.13% | 0.91% | 1.07% | 1.04% |
Frequently Asked Questions
ITA and IBIC have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ITA has higher volatility (7.28%) compared to IBIC (0.33%). In terms of maximum drawdown, ITA dropped -59.72% vs IBIC's -0.90%.
On 1-year performance, ITA leads with 26.06% vs 4.54% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ITA has performed better with a 26.06% return vs 4.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIC is cheaper with a 0.10% expense ratio, compared with 0.38% for ITA.
IBIC has the higher dividend yield at 3.59%, compared with 0.48% for ITA.
ITA is categorized as Aerospace & Defense, while IBIC is Inflation-Protected Bonds. ITA tracks Dow Jones U.S. Select Aerospace & Defense Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. Their fees differ too: 0.38% for ITA and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (5.05 vs 1.26), 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.
Find the right allocation for ITA and IBIC
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