MSTW vs. IBIC
MSTW (Roundhill MSTR WeeklyPay ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - MSTW is a Derivative Income fund actively managed by Roundhill, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. MSTW is actively managed, while IBIC is passively managed. At a correlation of -0.04, they often move in opposite directions. MSTW charges 0.99%/yr vs 0.10%/yr for IBIC.
Performance
MSTW vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, MSTW achieves a -40.29% return, which is significantly lower than IBIC's 2.43% return.
MSTW
- 1D
- -5.77%
- 1M
- -41.43%
- YTD
- -40.29%
- 6M
- -43.01%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- 0.04%
- 1M
- 0.12%
- YTD
- 2.43%
- 6M
- 2.57%
- 1Y
- 4.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MSTW vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
MSTW Roundhill MSTR WeeklyPay ETF | -40.29% | -71.40% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.43% | 1.51% |
Correlation
The correlation between MSTW and IBIC is -0.04, 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 (All Time) Calculated using the full available price history since Jul 24, 2025 | -0.04 |
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Return for Risk
MSTW vs. IBIC — Risk / Return Rank
MSTW
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IBIC
MSTW vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill MSTR WeeklyPay ETF (MSTW) 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.
| MSTW | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 2.22 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 16.56 | — |
| Martin ratioReturn relative to average drawdown | — | 58.67 | — |
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Drawdowns
MSTW vs. IBIC - Drawdown Comparison
The maximum MSTW drawdown since its inception was -82.94%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for MSTW and IBIC.
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Drawdown Indicators
| MSTW | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.94% | -0.90% | -82.04% |
Max Drawdown (1Y)Largest decline over 1 year | — | -0.27% | — |
Current DrawdownCurrent decline from peak | -82.94% | -0.08% | -82.86% |
Average DrawdownAverage peak-to-trough decline | -55.68% | -0.10% | -55.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.08% | — |
Volatility
MSTW vs. IBIC - Volatility Comparison
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Volatility by Period
| MSTW | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.17% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 0.67% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 89.08% | 0.89% | +88.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 89.08% | 1.56% | +87.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.08% | 1.56% | +87.52% |
MSTW vs. IBIC - Expense Ratio Comparison
MSTW has a 0.99% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
MSTW vs. IBIC - Dividend Comparison
MSTW's dividend yield for the trailing twelve months is around 325.95%, 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% |
MSTW Roundhill MSTR WeeklyPay ETF | 325.95% | 106.94% | 0.00% | 0.00% |
Frequently Asked Questions
MSTW and IBIC have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBIC is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBIC is cheaper with a 0.10% expense ratio, compared with 0.99% for MSTW.
MSTW has the higher dividend yield at 325.95%, compared with 3.58% for IBIC.
MSTW is categorized as Derivative Income, while IBIC is Inflation-Protected Bonds. They also come from different issuers: Roundhill and iShares. Their fees differ too: 0.99% for MSTW and 0.10% for IBIC.
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