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ITB vs. IBM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ITB vs. IBM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares U.S. Home Construction ETF (ITB) and International Business Machines Corporation (IBM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ITB achieves a 1.18% return, which is significantly higher than IBM's -8.10% return. Over the past 10 years, ITB has outperformed IBM with an annualized return of 14.32%, while IBM has yielded a comparatively lower 10.88% annualized return.


ITB

1D
0.31%
1M
12.49%
YTD
1.18%
6M
-4.59%
1Y
8.99%
3Y*
7.33%
5Y*
8.75%
10Y*
14.32%

IBM

1D
-1.30%
1M
22.53%
YTD
-8.10%
6M
-11.80%
1Y
-0.59%
3Y*
29.13%
5Y*
18.25%
10Y*
10.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ITB vs. IBM - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ITB
iShares U.S. Home Construction ETF
1.18%-5.26%2.06%68.91%-26.26%49.25%26.42%48.70%-30.92%59.65%
IBM
International Business Machines Corporation
-8.10%38.23%39.27%21.85%10.64%16.65%-1.16%23.58%-22.56%-3.99%

Correlation

The correlation between ITB and IBM is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.15

Correlation (3Y)
Calculated over the trailing 3-year period

0.22

Correlation (5Y)
Calculated over the trailing 5-year period

0.29

Correlation (10Y)
Calculated over the trailing 10-year period

0.35

Correlation (All Time)
Calculated using the full available price history since May 5, 2006

0.40

Over the past year, the correlation between ITB and IBM has dropped to 0.15 - well below their long-term average of 0.40, suggesting their price drivers have been diverging.

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Return for Risk

ITB vs. IBM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ITB
ITB Risk / Return Rank: 1414
Overall Rank
ITB Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
ITB Sortino Ratio Rank: 1616
Sortino Ratio Rank
ITB Omega Ratio Rank: 1515
Omega Ratio Rank
ITB Calmar Ratio Rank: 1313
Calmar Ratio Rank
ITB Martin Ratio Rank: 1212
Martin Ratio Rank

IBM
IBM Risk / Return Rank: 4040
Overall Rank
IBM Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
IBM Sortino Ratio Rank: 3838
Sortino Ratio Rank
IBM Omega Ratio Rank: 3737
Omega Ratio Rank
IBM Calmar Ratio Rank: 4242
Calmar Ratio Rank
IBM Martin Ratio Rank: 4141
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ITB vs. IBM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Home Construction ETF (ITB) and International Business Machines Corporation (IBM). 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.


ITBIBMDifference
Sharpe ratioReturn per unit of total volatility

+0.32

Sortino ratioReturn per unit of downside risk

+0.46

Omega ratioGain probability vs. loss probability

1.08

1.04

+0.04

Calmar ratioReturn relative to maximum drawdown

0.35

-0.02

+0.37

Martin ratioReturn relative to average drawdown

0.67

-0.04

+0.71

ITB vs. IBM - Sharpe Ratio Comparison

The current ITB Sharpe Ratio is 0.30, which is higher than the IBM Sharpe Ratio of -0.02. The chart below compares the historical Sharpe Ratios of ITB and IBM, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

ITB vs. IBM - Drawdown Comparison

The maximum ITB drawdown since its inception was -86.53%, which is greater than IBM's maximum drawdown of -69.40%. Use the drawdown chart below to compare losses from any high point for ITB and IBM.


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Drawdown Indicators


ITBIBMDifference

Max Drawdown

Largest peak-to-trough decline

-86.53%

-69.40%

-17.13%

Max Drawdown (1Y)

Largest decline over 1 year

-26.04%

-30.96%

+4.92%

Max Drawdown (3Y)

Largest decline over 3 years

-33.35%

-30.96%

-2.39%

Max Drawdown (5Y)

Largest decline over 5 years

-40.55%

-30.96%

-9.59%

Max Drawdown (10Y)

Largest decline over 10 years

-52.10%

-40.59%

-11.51%

Current Drawdown

Current decline from peak

-23.30%

-18.38%

-4.92%

Average Drawdown

Average peak-to-trough decline

-37.08%

-20.12%

-16.96%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.49%

14.43%

-0.94%

Volatility

ITB vs. IBM - Volatility Comparison

The current volatility for iShares U.S. Home Construction ETF (ITB) is 9.26%, while International Business Machines Corporation (IBM) has a volatility of 21.56%. This indicates that ITB experiences smaller price fluctuations and is considered to be less risky than IBM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ITBIBMDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.26%

21.56%

-12.30%

Volatility (6M)

Calculated over the trailing 6-month period

20.89%

34.63%

-13.74%

Volatility (1Y)

Calculated over the trailing 1-year period

29.80%

39.52%

-9.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.29%

27.18%

+2.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

30.06%

26.60%

+3.46%

Dividends

ITB vs. IBM - Dividend Comparison

ITB's dividend yield for the trailing twelve months is around 1.33%, less than IBM's 2.50% yield.


PositionTTM20252024202320222021202020192018201720162015
IBM
International Business Machines Corporation
2.50%2.27%3.03%4.05%4.68%4.74%5.17%4.80%5.46%3.85%3.31%3.63%
ITB
iShares U.S. Home Construction ETF
1.33%1.67%0.46%0.48%0.86%0.37%0.46%0.50%0.63%0.28%0.43%0.34%

Frequently Asked Questions


ITB and IBM have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IBM has higher volatility (21.56%) compared to ITB (9.26%). In terms of maximum drawdown, ITB dropped -86.53% vs IBM's -69.40%.

ITB currently has the higher Sharpe Ratio (0.30 vs -0.01), 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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