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MFIG vs. IBID
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MFIG vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Innovative Growth Factor ETF (MFIG) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MFIG achieves a 0.01% return, which is significantly lower than IBID's 1.94% return.


MFIG

1D
0.33%
1M
-2.08%
YTD
0.01%
6M
-1.62%
1Y
3Y*
5Y*
10Y*

IBID

1D
-0.00%
1M
-0.25%
YTD
1.94%
6M
1.99%
1Y
4.00%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MFIG vs. IBID - Yearly Performance Comparison


Correlation

The correlation between MFIG and IBID 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 (All Time)
Calculated using the full available price history since Dec 9, 2025

-0.13

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Return for Risk

MFIG vs. IBID — Risk / Return Rank

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

MFIG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


IBID
IBID Risk / Return Rank: 9696
Overall Rank
IBID Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
IBID Sortino Ratio Rank: 9797
Sortino Ratio Rank
IBID Omega Ratio Rank: 9696
Omega Ratio Rank
IBID Calmar Ratio Rank: 9595
Calmar Ratio Rank
IBID Martin Ratio Rank: 9696
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.

MFIG vs. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Innovative Growth Factor ETF (MFIG) 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.


MFIGIBIDDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.74

Calmar ratioReturn relative to maximum drawdown

7.30

Martin ratioReturn relative to average drawdown

28.77

MFIG vs. IBID - Sharpe Ratio Comparison


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Drawdowns

MFIG vs. IBID - Drawdown Comparison

The maximum MFIG drawdown since its inception was -14.29%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for MFIG and IBID.


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Drawdown Indicators


MFIGIBIDDifference

Max Drawdown

Largest peak-to-trough decline

-14.29%

-1.28%

-13.01%

Max Drawdown (1Y)

Largest decline over 1 year

-0.55%

Current Drawdown

Current decline from peak

-6.19%

-0.55%

-5.64%

Average Drawdown

Average peak-to-trough decline

-4.62%

-0.22%

-4.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.14%

Volatility

MFIG vs. IBID - Volatility Comparison


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Volatility by Period


MFIGIBIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.35%

Volatility (6M)

Calculated over the trailing 6-month period

0.86%

Volatility (1Y)

Calculated over the trailing 1-year period

17.04%

1.23%

+15.81%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.04%

2.24%

+14.80%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.04%

2.24%

+14.80%

MFIG vs. IBID - Expense Ratio Comparison

MFIG has a 0.50% expense ratio, which is higher than IBID's 0.10% expense ratio.


Dividends

MFIG vs. IBID - Dividend Comparison

MFIG has not paid dividends to shareholders, while IBID's dividend yield for the trailing twelve months is around 3.68%.


PositionTTM202520242023
IBID
iShares iBonds Oct 2027 Term TIPS ETF
3.68%4.43%4.24%0.81%
MFIG
Motley Fool Innovative Growth Factor ETF
0.00%0.00%0.00%0.00%

Frequently Asked Questions


MFIG and IBID 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.

On fees, IBID is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBID is cheaper with a 0.10% expense ratio, compared with 0.50% for MFIG.

IBID has the higher dividend yield at 3.68%, compared with 0.00% for MFIG.

MFIG is categorized as Large Cap Growth Equities, while IBID is Inflation-Protected Bonds. MFIG tracks Motley Fool Innovative Growth Index, while IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Motley Fool and iShares. Their fees differ too: 0.50% for MFIG and 0.10% for IBID.

Portfolio Optimizer

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