IUS vs. RBIL

Last updated Jun 23, 2026

IUS (Invesco RAFI Strategic US ETF) and RBIL (F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF) are both exchange-traded funds - IUS is a Large Cap Blend Equities fund tracking the Invesco Strategic US 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, IUS returned 31.41% vs 3.95% for RBIL. At a correlation of -0.12, they often move in opposite directions. IUS charges 0.19%/yr vs 0.17%/yr for RBIL.

Performance

IUS vs. RBIL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco RAFI Strategic US ETF (IUS) and F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, IUS achieves a 14.45% return, which is significantly higher than RBIL's 2.31% return.

IUS

• 1D: -0.44%
• 1M: 0.19%
• YTD: 14.45%
• 6M: 14.22%
• 1Y: 31.41%
• 3Y*: 19.92%
• 5Y*: 13.86%
• 10Y*: —

RBIL

• 1D: -0.05%
• 1M: -0.20%
• YTD: 2.31%
• 6M: 2.35%
• 1Y: 3.95%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IUS vs. RBIL - Yearly Performance Comparison

	2026 (YTD)	2025
IUS Invesco RAFI Strategic US ETF	14.45%	13.44%
RBIL F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF	2.31%	2.85%

Correlation

The correlation between IUS and RBIL is -0.13, 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	-0.13
Correlation (All Time) Calculated using the full available price history since Feb 25, 2025	-0.12

Return for Risk

IUS vs. RBIL — Risk / Return Rank

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

IUS

IUS Risk / Return Rank: 90
IUS Sharpe Ratio Rank: 91
IUS Sortino Ratio Rank: 90
IUS Omega Ratio Rank: 89
IUS Calmar Ratio Rank: 89
IUS Martin Ratio Rank: 92

RBIL

RBIL Risk / Return Rank: 97
RBIL Sharpe Ratio Rank: 97
RBIL Sortino Ratio Rank: 97
RBIL Omega Ratio Rank: 98
RBIL Calmar Ratio Rank: 95
RBIL Martin Ratio Rank: 97

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.

IUS vs. RBIL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Invesco RAFI Strategic US ETF (IUS) 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.

	IUS	RBIL	Difference
Sharpe ratio: Return per unit of total volatility	2.95	4.18	-1.23
Sortino ratio: Return per unit of downside risk	4.02	6.39	-2.37
Omega ratio: Gain probability vs. loss probability	1.53	2.06	-0.53
Calmar ratio: Return relative to maximum drawdown	5.13	7.59	-2.45
Martin ratio: Return relative to average drawdown	21.42	44.07	-22.65

IUS vs. RBIL - Sharpe Ratio Comparison

The current IUS Sharpe Ratio is 2.95, which is comparable to the RBIL Sharpe Ratio of 4.18. The chart below compares the historical Sharpe Ratios of IUS and RBIL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

IUS vs. RBIL - Drawdown Comparison

The maximum IUS drawdown since its inception was -34.67%, which is greater than RBIL's maximum drawdown of -0.52%. Use the drawdown chart below to compare losses from any high point for IUS and RBIL.

Drawdown Indicators

	IUS	RBIL	Difference
Max Drawdown Largest peak-to-trough decline	-34.67%	-0.52%	-34.15%
Max Drawdown (1Y) Largest decline over 1 year	-6.15%	-0.52%	-5.63%
Max Drawdown (3Y) Largest decline over 3 years	-15.61%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.72%	—	—
Current Drawdown Current decline from peak	-1.74%	-0.51%	-1.23%
Average Drawdown Average peak-to-trough decline	-3.85%	-0.07%	-3.78%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.47%	0.09%	+1.38%

Volatility

IUS vs. RBIL - Volatility Comparison

Invesco RAFI Strategic US ETF (IUS) has a higher volatility of 3.84% compared to F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) at 0.36%. This indicates that IUS'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.

Volatility by Period

	IUS	RBIL	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.84%	0.36%	+3.48%
Volatility (6M) Calculated over the trailing 6-month period	8.03%	0.85%	+7.18%
Volatility (1Y) Calculated over the trailing 1-year period	10.71%	0.95%	+9.76%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.03%	1.07%	+13.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.03%	1.07%	+16.96%

IUS vs. RBIL - Expense Ratio Comparison

IUS has a 0.19% expense ratio, which is higher than RBIL's 0.17% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

IUS vs. RBIL - Dividend Comparison

IUS's dividend yield for the trailing twelve months is around 1.62%, less than RBIL's 4.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
IUS Invesco RAFI Strategic US ETF	1.62%	1.48%	1.52%	1.72%	1.78%	1.46%	1.74%	1.77%	0.73%
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%

Frequently Asked Questions

Can I hold both IUS and RBIL in my portfolio?

IUS and RBIL have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, IUS or RBIL?

IUS has higher volatility (3.84%) compared to RBIL (0.36%). In terms of maximum drawdown, IUS dropped -34.67% vs RBIL's -0.52%.

Which ETF is better, IUS or RBIL?

On 1-year performance, IUS leads with 31.41% vs 3.95% for RBIL. On fees, RBIL is cheaper at 0.17% 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.

Which ETF has performed better, IUS or RBIL?

Over the 1-year period, IUS has performed better with a 31.41% return vs 3.95%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, IUS or RBIL?

RBIL is cheaper with a 0.17% expense ratio, compared with 0.19% for IUS.

Which ETF pays a higher dividend yield, IUS or RBIL?

RBIL has the higher dividend yield at 4.38%, compared with 1.62% for IUS.

What is the main difference between IUS and RBIL?

IUS is categorized as Large Cap Blend Equities, while RBIL is Inflation-Protected Bonds. IUS tracks Invesco Strategic US Index, while RBIL tracks Bloomberg US Ultrashort TIPS 1-13 Months Index. They also come from different issuers: Invesco and F/m. Their fees differ too: 0.19% for IUS and 0.17% for RBIL.

Which has better risk-adjusted returns?

RBIL currently has the higher Sharpe Ratio (4.18 vs 2.95), 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.