LIAM vs. IBIC
LIAM (LifeX 2055 Inflation-Protected Longevity Income ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both Inflation-Protected Bonds funds. LIAM is actively managed, while IBIC is passively managed. Over the past year, LIAM returned 3.56% vs 4.60% for IBIC. At a 0.08 correlation, their price movements are largely independent. LIAM charges 0.25%/yr vs 0.10%/yr for IBIC.
Performance
LIAM vs. IBIC - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LIAM achieves a 0.34% return, which is significantly lower than IBIC's 2.37% return.
LIAM
- 1D
- -0.64%
- 1M
- -0.63%
- YTD
- 0.34%
- 6M
- -0.10%
- 1Y
- 3.56%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- 0.03%
- 1M
- 0.38%
- YTD
- 2.37%
- 6M
- 2.47%
- 1Y
- 4.60%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LIAM vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LIAM LifeX 2055 Inflation-Protected Longevity Income ETF | 0.34% | 5.26% | -7.09% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.37% | 4.96% | 0.90% |
Correlation
The correlation between LIAM and IBIC is -0.05, 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 | -0.05 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2024 | 0.08 |
The correlation between LIAM and IBIC shifts across timeframes, from -0.05 (1 year) to 0.08 (all time), reflecting how their relationship changes across market environments.
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
LIAM vs. IBIC — Risk / Return Rank
LIAM
IBIC
LIAM vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM) 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.
| LIAM | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.57 | ||
| Sortino ratioReturn per unit of downside risk | -8.50 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 2.28 | -1.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.80 | 17.50 | -16.70 |
| Martin ratioReturn relative to average drawdown | 1.92 | 67.61 | -65.69 |
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
| LIAM | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.56 | 5.14 | -4.57 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.14 | 3.48 | -3.63 |
Drawdowns
LIAM vs. IBIC - Drawdown Comparison
The maximum LIAM drawdown since its inception was -8.39%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for LIAM and IBIC.
Loading charts...
Drawdown Indicators
| LIAM | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.39% | -0.90% | -7.49% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -0.26% | -4.19% |
Current DrawdownCurrent decline from peak | -2.60% | -0.13% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -3.35% | -0.10% | -3.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 0.07% | +1.79% |
Volatility
LIAM vs. IBIC - Volatility Comparison
LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM) has a higher volatility of 1.80% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.31%. This indicates that LIAM'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
| LIAM | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.80% | 0.31% | +1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 4.52% | 0.67% | +3.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.35% | 0.90% | +5.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.66% | 1.57% | +6.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.66% | 1.57% | +6.09% |
LIAM vs. IBIC - Expense Ratio Comparison
LIAM has a 0.25% expense ratio, which is higher than IBIC's 0.10% 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
LIAM vs. IBIC - Dividend Comparison
LIAM's dividend yield for the trailing twelve months is around 6.48%, more than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% |
LIAM LifeX 2055 Inflation-Protected Longevity Income ETF | 6.48% | 9.02% | 1.21% | 0.00% |
Frequently Asked Questions
LIAM and IBIC have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LIAM has higher volatility (1.80%) compared to IBIC (0.31%). In terms of maximum drawdown, LIAM dropped -8.39% vs IBIC's -0.90%.
On 1-year performance, IBIC leads with 4.60% vs 3.56% for LIAM. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.31%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBIC has performed better with a 4.60% return vs 3.56%. 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 0.25% for LIAM.
LIAM has the higher dividend yield at 6.48%, compared with 3.59% for IBIC.
They also come from different issuers: Stone Ridge and iShares. Their fees differ too: 0.25% for LIAM and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (5.14 vs 0.56), 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 LIAM 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