OSCV vs. IBID

Last updated Jun 24, 2026

OSCV (Opus Small Cap Value Plus ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - OSCV is a Small Cap Blend Equities fund actively managed by Aptus Capital Advisors, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. OSCV is actively managed, while IBID is passively managed. Over the past year, OSCV returned 16.60% vs 3.92% for IBID. At a 0.07 correlation, their price movements are largely independent. OSCV charges 0.79%/yr vs 0.10%/yr for IBID.

Performance

OSCV vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Opus Small Cap Value Plus ETF (OSCV) 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, OSCV achieves a 12.19% return, which is significantly higher than IBID's 1.94% return.

OSCV

• 1D: 0.44%
• 1M: 2.09%
• YTD: 12.19%
• 6M: 10.21%
• 1Y: 16.60%
• 3Y*: 11.76%
• 5Y*: 6.15%
• 10Y*: —

IBID

• 1D: -0.05%
• 1M: -0.25%
• YTD: 1.94%
• 6M: 2.03%
• 1Y: 3.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

OSCV vs. IBID - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
OSCV Opus Small Cap Value Plus ETF	12.19%	1.35%	11.66%	6.57%
IBID iShares iBonds Oct 2027 Term TIPS ETF	1.94%	5.66%	4.71%	2.61%

Correlation

The correlation between OSCV and IBID is -0.09, 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	-0.09
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023	0.07

The correlation between OSCV and IBID shifts across timeframes, from -0.09 (1 year) to 0.07 (all time), reflecting how their relationship changes across market environments.

Return for Risk

OSCV vs. IBID — Risk / Return Rank

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

OSCV

OSCV Risk / Return Rank: 41
OSCV Sharpe Ratio Rank: 38
OSCV Sortino Ratio Rank: 41
OSCV Omega Ratio Rank: 34
OSCV Calmar Ratio Rank: 48
OSCV Martin Ratio Rank: 42

IBID

IBID Risk / Return Rank: 95
IBID Sharpe Ratio Rank: 94
IBID Sortino Ratio Rank: 96
IBID Omega Ratio Rank: 95
IBID Calmar Ratio Rank: 95
IBID Martin Ratio Rank: 95

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.

OSCV vs. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Opus Small Cap Value Plus ETF (OSCV) 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.

	OSCV	IBID	Difference
Sharpe ratio: Return per unit of total volatility	1.25	3.19	-1.94
Sortino ratio: Return per unit of downside risk	1.93	5.38	-3.46
Omega ratio: Gain probability vs. loss probability	1.22	1.72	-0.50
Calmar ratio: Return relative to maximum drawdown	2.21	7.20	-4.99
Martin ratio: Return relative to average drawdown	6.42	29.14	-22.72

OSCV vs. IBID - Sharpe Ratio Comparison

The current OSCV Sharpe Ratio is 1.25, which is lower than the IBID Sharpe Ratio of 3.19. The chart below compares the historical Sharpe Ratios of OSCV 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.

Drawdowns

OSCV vs. IBID - Drawdown Comparison

The maximum OSCV drawdown since its inception was -42.40%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for OSCV and IBID.

Drawdown Indicators

	OSCV	IBID	Difference
Max Drawdown Largest peak-to-trough decline	-42.40%	-1.28%	-41.12%
Max Drawdown (1Y) Largest decline over 1 year	-7.55%	-0.55%	-7.00%
Max Drawdown (3Y) Largest decline over 3 years	-22.92%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-22.92%	—	—
Current Drawdown Current decline from peak	-0.04%	-0.55%	+0.51%
Average Drawdown Average peak-to-trough decline	-7.56%	-0.22%	-7.34%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.59%	0.13%	+2.46%

Volatility

OSCV vs. IBID - Volatility Comparison

Opus Small Cap Value Plus ETF (OSCV) has a higher volatility of 2.97% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that OSCV'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

	OSCV	IBID	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.97%	0.35%	+2.62%
Volatility (6M) Calculated over the trailing 6-month period	9.47%	0.86%	+8.61%
Volatility (1Y) Calculated over the trailing 1-year period	13.36%	1.23%	+12.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.22%	2.24%	+14.98%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.85%	2.24%	+18.61%

OSCV vs. IBID - Expense Ratio Comparison

OSCV has a 0.79% expense ratio, which is higher than IBID's 0.10% expense ratio.

Dividends

OSCV vs. IBID - Dividend Comparison

OSCV's dividend yield for the trailing twelve months is around 1.07%, less than IBID's 3.68% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018
IBID iShares iBonds Oct 2027 Term TIPS ETF	3.68%	4.43%	4.24%	0.81%	0.00%	0.00%	0.00%	0.00%	0.00%
OSCV Opus Small Cap Value Plus ETF	1.07%	1.23%	1.29%	1.55%	1.12%	1.06%	1.11%	1.75%	0.25%

Frequently Asked Questions

Can I hold both OSCV and IBID in my portfolio?

OSCV and IBID have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OSCV or IBID?

OSCV has higher volatility (2.97%) compared to IBID (0.35%). In terms of maximum drawdown, OSCV dropped -42.40% vs IBID's -1.28%.

Which ETF is better, OSCV or IBID?

On 1-year performance, OSCV leads with 16.60% vs 3.92% 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.

Which ETF has performed better, OSCV or IBID?

Over the 1-year period, OSCV has performed better with a 16.60% return vs 3.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, OSCV or IBID?

IBID is cheaper with a 0.10% expense ratio, compared with 0.79% for OSCV.

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

IBID has the higher dividend yield at 3.68%, compared with 1.07% for OSCV.

What is the main difference between OSCV and IBID?

OSCV is categorized as Small Cap Blend Equities, while IBID is Inflation-Protected Bonds. They also come from different issuers: Aptus Capital Advisors and iShares. Their fees differ too: 0.79% for OSCV and 0.10% for IBID.

Which has better risk-adjusted returns?

IBID currently has the higher Sharpe Ratio (3.19 vs 1.25), 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.