JFLI vs. IBIC
JFLI (JPMorgan Flexible Income ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - JFLI is a Global Allocation fund actively managed by JPMorgan, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. JFLI is actively managed, while IBIC is passively managed. Over the past year, JFLI returned 19.02% vs 4.42% for IBIC. At a correlation of -0.22, they often move in opposite directions. JFLI charges 0.35%/yr vs 0.10%/yr for IBIC.
Performance
JFLI vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, JFLI achieves a 9.03% return, which is significantly higher than IBIC's 2.43% return.
JFLI
- 1D
- -1.27%
- 1M
- 0.79%
- YTD
- 9.03%
- 6M
- 8.99%
- 1Y
- 19.02%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- 0.04%
- 1M
- 0.12%
- YTD
- 2.43%
- 6M
- 2.57%
- 1Y
- 4.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JFLI vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
JFLI JPMorgan Flexible Income ETF | 9.03% | 9.73% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.43% | 3.98% |
Correlation
The correlation between JFLI and IBIC is -0.17, 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 | -0.17 |
Correlation (All Time) Calculated using the full available price history since Feb 13, 2025 | -0.22 |
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Return for Risk
JFLI vs. IBIC — Risk / Return Rank
JFLI
IBIC
JFLI vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Flexible Income ETF (JFLI) 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.
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.
| JFLI | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.90 | ||
| Sortino ratioReturn per unit of downside risk | -6.06 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 2.22 | -0.82 |
| Calmar ratioReturn relative to maximum drawdown | 2.86 | 16.56 | -13.70 |
| Martin ratioReturn relative to average drawdown | 13.39 | 58.67 | -45.28 |
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Drawdowns
JFLI vs. IBIC - Drawdown Comparison
The maximum JFLI drawdown since its inception was -12.87%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for JFLI and IBIC.
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Drawdown Indicators
| JFLI | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.87% | -0.90% | -11.97% |
Max Drawdown (1Y)Largest decline over 1 year | -6.67% | -0.27% | -6.40% |
Current DrawdownCurrent decline from peak | -1.39% | -0.08% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -1.43% | -0.10% | -1.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.42% | 0.08% | +1.34% |
Volatility
JFLI vs. IBIC - Volatility Comparison
JPMorgan Flexible Income ETF (JFLI) has a higher volatility of 4.13% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.17%. This indicates that JFLI'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.
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Volatility by Period
| JFLI | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 0.17% | +3.96% |
Volatility (6M)Calculated over the trailing 6-month period | 7.80% | 0.67% | +7.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.17% | 0.89% | +8.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.13% | 1.56% | +10.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.13% | 1.56% | +10.57% |
JFLI vs. IBIC - Expense Ratio Comparison
JFLI has a 0.35% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
JFLI vs. IBIC - Dividend Comparison
JFLI's dividend yield for the trailing twelve months is around 7.25%, more than IBIC's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.58% | 4.43% | 4.65% | 0.83% |
JFLI JPMorgan Flexible Income ETF | 7.25% | 6.81% | 0.00% | 0.00% |
Frequently Asked Questions
JFLI and IBIC have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
JFLI has higher volatility (4.13%) compared to IBIC (0.17%). In terms of maximum drawdown, JFLI dropped -12.87% vs IBIC's -0.90%.
On 1-year performance, JFLI leads with 19.02% vs 4.42% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.17%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, JFLI has performed better with a 19.02% return vs 4.42%. 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 0.35% for JFLI.
JFLI has the higher dividend yield at 7.25%, compared with 3.58% for IBIC.
JFLI is categorized as Global Allocation, while IBIC is Inflation-Protected Bonds. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.35% for JFLI and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.99 vs 2.09), 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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