OAIM vs. IBID

Last updated Jun 3, 2026

OAIM (OneAscent International Equity ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - OAIM is a Foreign Large Cap Equities fund actively managed by Oneascent, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. OAIM is actively managed, while IBID is passively managed. Over the past year, OAIM returned 28.30% vs 4.63% for IBID. At a 0.07 correlation, their price movements are largely independent. OAIM charges 0.95%/yr vs 0.10%/yr for IBID.

Performance

OAIM vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in OneAscent International Equity ETF (OAIM) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, OAIM achieves a 14.62% return, which is significantly higher than IBID's 2.38% return.

OAIM

• 1D: 0.38%
• 1M: 2.96%
• YTD: 14.62%
• 6M: 19.16%
• 1Y: 28.30%
• 3Y*: 18.50%
• 5Y*: —
• 10Y*: —

IBID

• 1D: 0.02%
• 1M: 0.42%
• YTD: 2.38%
• 6M: 2.53%
• 1Y: 4.63%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OAIM vs. IBID - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
OAIM OneAscent International Equity ETF	14.62%	30.12%	8.18%	5.32%
IBID iShares iBonds Oct 2027 Term TIPS ETF	2.38%	5.66%	4.71%	2.61%

Correlation

The correlation between OAIM and IBID is -0.12, 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	-0.12
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023	0.07

The correlation between OAIM and IBID shifts across timeframes, from -0.12 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.

Return for Risk

OAIM vs. IBID — Risk / Return Rank

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

OAIM

OAIM Risk / Return Rank: 54
OAIM Sharpe Ratio Rank: 53
OAIM Sortino Ratio Rank: 52
OAIM Omega Ratio Rank: 54
OAIM Calmar Ratio Rank: 55
OAIM Martin Ratio Rank: 59

IBID

IBID Risk / Return Rank: 96
IBID Sharpe Ratio Rank: 94
IBID Sortino Ratio Rank: 97
IBID Omega Ratio Rank: 97
IBID Calmar Ratio Rank: 97
IBID Martin Ratio Rank: 96

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.

OAIM vs. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for OneAscent International Equity ETF (OAIM) 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.

	OAIM	IBID	Difference
Sharpe ratio Return per unit of total volatility	1.83	3.73	-1.90
Sortino ratio Return per unit of downside risk	2.52	6.39	-3.87
Omega ratio Gain probability vs. loss probability	1.34	1.88	-0.54
Calmar ratio Return relative to maximum drawdown	2.80	12.77	-9.97
Martin ratio Return relative to average drawdown	10.58	37.57	-26.99
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OAIM vs. IBID - Sharpe Ratio Comparison

The current OAIM Sharpe Ratio is 1.83, which is lower than the IBID Sharpe Ratio of 3.73. The chart below compares the historical Sharpe Ratios of OAIM and IBID, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	OAIM	IBID	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.83	3.73	-1.90
Sharpe Ratio (All Time) Calculated using the full available price history	1.26	2.55	-1.29

Drawdowns

OAIM vs. IBID - Drawdown Comparison

The maximum OAIM drawdown since its inception was -14.69%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for OAIM and IBID.

Drawdown Indicators

	OAIM	IBID	Difference
Max Drawdown Largest peak-to-trough decline	-14.69%	-1.28%	-13.41%
Max Drawdown (1Y) Largest decline over 1 year	-10.88%	-0.36%	-10.52%
Max Drawdown (3Y) Largest decline over 3 years	-14.69%	—	—
Current Drawdown Current decline from peak	-0.40%	0.00%	-0.40%
Average Drawdown Average peak-to-trough decline	-2.81%	-0.22%	-2.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.88%	0.12%	+2.76%

Volatility

OAIM vs. IBID - Volatility Comparison

OneAscent International Equity ETF (OAIM) has a higher volatility of 5.67% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.32%. This indicates that OAIM'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.

Volatility by Period

	OAIM	IBID	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.67%	0.32%	+5.35%
Volatility (6M) Calculated over the trailing 6-month period	13.29%	0.80%	+12.49%
Volatility (1Y) Calculated over the trailing 1-year period	15.58%	1.25%	+14.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.87%	2.26%	+14.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.87%	2.26%	+14.61%

OAIM vs. IBID - Expense Ratio Comparison

OAIM has a 0.95% expense ratio, which is higher than IBID's 0.10% expense ratio.

Dividends

OAIM vs. IBID - Dividend Comparison

OAIM's dividend yield for the trailing twelve months is around 0.86%, less than IBID's 3.67% yield.

Position	TTM	2025	2024	2023	2022
IBID iShares iBonds Oct 2027 Term TIPS ETF	3.67%	4.43%	4.24%	0.81%	0.00%
OAIM OneAscent International Equity ETF	0.86%	0.98%	2.40%	1.94%	0.60%

Frequently Asked Questions

Can I hold both OAIM and IBID in my portfolio?

OAIM and IBID have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OAIM or IBID?

OAIM has higher volatility (5.67%) compared to IBID (0.32%). In terms of maximum drawdown, OAIM dropped -14.69% vs IBID's -1.28%.

Which ETF is better, OAIM or IBID?

On 1-year performance, OAIM leads with 28.30% vs 4.63% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.32%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, OAIM or IBID?

Over the 1-year period, OAIM has performed better with a 28.30% return vs 4.63%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, OAIM or IBID?

IBID is cheaper with a 0.10% expense ratio, compared with 0.95% for OAIM.

Which ETF pays a higher dividend yield, OAIM or IBID?

IBID has the higher dividend yield at 3.67%, compared with 0.86% for OAIM.

What is the main difference between OAIM and IBID?

OAIM is categorized as Foreign Large Cap Equities, while IBID is Inflation-Protected Bonds. They also come from different issuers: Oneascent and iShares. Their fees differ too: 0.95% for OAIM and 0.10% for IBID.

Which has better risk-adjusted returns?

IBID currently has the higher Sharpe Ratio (3.73 vs 1.83), 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.