IVRS vs. IBID
IVRS (iShares Future Metaverse Tech And Communications ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - IVRS is a Technology Equities fund tracking the Morningstar Global Metaverse & Virtual Interaction Select Index - Benchmark TR Net, 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, IVRS returned -6.88% vs 3.92% for IBID. At a 0.02 correlation, their price movements are largely independent. IVRS charges 0.47%/yr vs 0.10%/yr for IBID.
Performance
IVRS vs. IBID - Performance Comparison
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Returns By Period
In the year-to-date period, IVRS achieves a -9.21% return, which is significantly lower than IBID's 1.94% return.
IVRS
- 1D
- -1.89%
- 1M
- -4.92%
- YTD
- -9.21%
- 6M
- -10.90%
- 1Y
- -6.88%
- 3Y*
- 7.89%
- 5Y*
- —
- 10Y*
- —
IBID
- 1D
- -0.05%
- 1M
- -0.25%
- YTD
- 1.94%
- 6M
- 2.03%
- 1Y
- 3.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IVRS vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IVRS iShares Future Metaverse Tech And Communications ETF | -9.21% | 12.75% | 7.40% | 13.01% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 1.94% | 5.66% | 4.71% | 2.61% |
Correlation
The correlation between IVRS and IBID is -0.12, 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 | -0.12 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | 0.02 |
The correlation between IVRS and IBID shifts across timeframes, from -0.12 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IVRS vs. IBID — Risk / Return Rank
IVRS
IBID
IVRS vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Future Metaverse Tech And Communications ETF (IVRS) 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.
| IVRS | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.50 | ||
| Sortino ratioReturn per unit of downside risk | -5.65 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.72 | -0.75 |
| Calmar ratioReturn relative to maximum drawdown | -0.22 | 7.20 | -7.42 |
| Martin ratioReturn relative to average drawdown | -0.45 | 29.14 | -29.59 |
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Drawdowns
IVRS vs. IBID - Drawdown Comparison
The maximum IVRS drawdown since its inception was -31.43%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for IVRS and IBID.
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Drawdown Indicators
| IVRS | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.43% | -1.28% | -30.15% |
Max Drawdown (1Y)Largest decline over 1 year | -31.43% | -0.55% | -30.88% |
Max Drawdown (3Y)Largest decline over 3 years | -31.43% | — | — |
Current DrawdownCurrent decline from peak | -21.89% | -0.55% | -21.34% |
Average DrawdownAverage peak-to-trough decline | -6.03% | -0.22% | -5.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.29% | 0.13% | +15.16% |
Volatility
IVRS vs. IBID - Volatility Comparison
iShares Future Metaverse Tech And Communications ETF (IVRS) has a higher volatility of 8.09% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that IVRS'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
| IVRS | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.09% | 0.35% | +7.74% |
Volatility (6M)Calculated over the trailing 6-month period | 19.82% | 0.86% | +18.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.78% | 1.23% | +21.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.71% | 2.24% | +18.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.71% | 2.24% | +18.47% |
IVRS vs. IBID - Expense Ratio Comparison
IVRS has a 0.47% expense ratio, which is higher than IBID's 0.10% expense ratio.
Dividends
IVRS vs. IBID - Dividend Comparison
IVRS's dividend yield for the trailing twelve months is around 8.82%, more than IBID's 3.68% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBID iShares iBonds Oct 2027 Term TIPS ETF | 3.68% | 4.43% | 4.24% | 0.81% |
IVRS iShares Future Metaverse Tech And Communications ETF | 8.82% | 7.88% | 6.65% | 0.48% |
Frequently Asked Questions
IVRS and IBID have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVRS has higher volatility (8.09%) compared to IBID (0.35%). In terms of maximum drawdown, IVRS dropped -31.43% vs IBID's -1.28%.
On 1-year performance, IBID leads with 3.92% vs -6.88% for IVRS. On fees, IBID is cheaper at 0.10% 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, IBID has performed better with a 3.92% return vs -6.88%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBID is cheaper with a 0.10% expense ratio, compared with 0.47% for IVRS.
IVRS has the higher dividend yield at 8.82%, compared with 3.68% for IBID.
IVRS is categorized as Technology Equities, while IBID is Inflation-Protected Bonds. IVRS tracks Morningstar Global Metaverse & Virtual Interaction Select Index - Benchmark TR Net, while IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index. Their fees differ too: 0.47% for IVRS and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.19 vs -0.30), 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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