NUDV vs. IBID
NUDV (Nuveen ESG Dividend ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - NUDV is a Large Cap Value Equities fund tracking the Nuveen ESG USA High Dividend Yield Index, 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, NUDV returned 19.98% vs 4.04% for IBID. At a 0.07 correlation, their price movements are largely independent. NUDV charges 0.26%/yr vs 0.10%/yr for IBID.
Performance
NUDV vs. IBID - Performance Comparison
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Returns By Period
In the year-to-date period, NUDV achieves a 10.01% return, which is significantly higher than IBID's 1.99% return.
NUDV
- 1D
- 0.59%
- 1M
- 0.16%
- YTD
- 10.01%
- 6M
- 9.44%
- 1Y
- 19.98%
- 3Y*
- 15.59%
- 5Y*
- —
- 10Y*
- —
IBID
- 1D
- 0.00%
- 1M
- -0.19%
- YTD
- 1.99%
- 6M
- 2.08%
- 1Y
- 4.04%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
NUDV vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
NUDV Nuveen ESG Dividend ETF | 10.01% | 10.77% | 14.02% | 6.32% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 1.99% | 5.66% | 4.71% | 2.61% |
Correlation
The correlation between NUDV and IBID 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 (1Y) Calculated over the trailing 1-year period | -0.04 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | 0.07 |
The correlation between NUDV and IBID shifts across timeframes, from -0.04 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
NUDV vs. IBID — Risk / Return Rank
NUDV
IBID
NUDV vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen ESG Dividend ETF (NUDV) 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.
| NUDV | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.37 | ||
| Sortino ratioReturn per unit of downside risk | -2.74 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.75 | -0.41 |
| Calmar ratioReturn relative to maximum drawdown | 3.04 | 8.22 | -5.18 |
| Martin ratioReturn relative to average drawdown | 10.81 | 30.99 | -20.18 |
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Drawdowns
NUDV vs. IBID - Drawdown Comparison
The maximum NUDV drawdown since its inception was -20.10%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for NUDV and IBID.
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Drawdown Indicators
| NUDV | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.10% | -1.28% | -18.82% |
Max Drawdown (1Y)Largest decline over 1 year | -6.60% | -0.49% | -6.11% |
Max Drawdown (3Y)Largest decline over 3 years | -16.48% | — | — |
Current DrawdownCurrent decline from peak | -1.32% | -0.49% | -0.83% |
Average DrawdownAverage peak-to-trough decline | -4.87% | -0.22% | -4.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.85% | 0.13% | +1.72% |
Volatility
NUDV vs. IBID - Volatility Comparison
Nuveen ESG Dividend ETF (NUDV) has a higher volatility of 3.10% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that NUDV'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
| NUDV | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.10% | 0.35% | +2.75% |
Volatility (6M)Calculated over the trailing 6-month period | 7.65% | 0.86% | +6.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.45% | 1.23% | +9.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.94% | 2.24% | +12.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.94% | 2.24% | +12.70% |
NUDV vs. IBID - Expense Ratio Comparison
NUDV has a 0.26% expense ratio, which is higher than IBID'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
NUDV vs. IBID - Dividend Comparison
NUDV's dividend yield for the trailing twelve months is around 2.27%, less than IBID's 3.68% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
IBID iShares iBonds Oct 2027 Term TIPS ETF | 3.68% | 4.43% | 4.24% | 0.81% | 0.00% | 0.00% |
NUDV Nuveen ESG Dividend ETF | 2.27% | 2.36% | 6.18% | 2.48% | 2.96% | 0.60% |
Frequently Asked Questions
NUDV and IBID 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.
NUDV has higher volatility (3.10%) compared to IBID (0.35%). In terms of maximum drawdown, NUDV dropped -20.10% vs IBID's -1.28%.
On 1-year performance, NUDV leads with 19.98% vs 4.04% for IBID. 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, NUDV has performed better with a 19.98% return vs 4.04%. 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 0.26% for NUDV.
IBID has the higher dividend yield at 3.68%, compared with 2.27% for NUDV.
NUDV is categorized as Large Cap Value Equities, while IBID is Inflation-Protected Bonds. NUDV tracks Nuveen ESG USA High Dividend Yield Index, while IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Nuveen and iShares. Their fees differ too: 0.26% for NUDV and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.29 vs 1.92), 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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