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PABU vs. IBIC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

PABU vs. IBIC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PABU achieves a 9.39% return, which is significantly higher than IBIC's 2.37% return.


PABU

1D
-1.29%
1M
7.47%
YTD
9.39%
6M
9.10%
1Y
23.78%
3Y*
20.14%
5Y*
10Y*

IBIC

1D
0.02%
1M
0.27%
YTD
2.37%
6M
2.51%
1Y
4.54%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

PABU vs. IBIC - Yearly Performance Comparison


2026 (YTD)202520242023
PABU
iShares Paris-Aligned Climate Optimized MSCI USA ETF
9.39%13.08%24.84%8.27%
IBIC
iShares iBonds Oct 2026 Term TIPS ETF
2.37%4.96%5.25%2.17%

Correlation

The correlation between PABU and IBIC is -0.24, 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

-0.24

Correlation (All Time)
Calculated using the full available price history since Sep 18, 2023

-0.06

The correlation between PABU and IBIC shifts across timeframes, from -0.24 (1 year) to -0.06 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

PABU vs. IBIC — Risk / Return Rank

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

PABU
PABU Risk / Return Rank: 4646
Overall Rank
PABU Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
PABU Sortino Ratio Rank: 5151
Sortino Ratio Rank
PABU Omega Ratio Rank: 5050
Omega Ratio Rank
PABU Calmar Ratio Rank: 3636
Calmar Ratio Rank
PABU Martin Ratio Rank: 4040
Martin Ratio Rank

IBIC
IBIC Risk / Return Rank: 9898
Overall Rank
IBIC Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
IBIC Sortino Ratio Rank: 9898
Sortino Ratio Rank
IBIC Omega Ratio Rank: 9898
Omega Ratio Rank
IBIC Calmar Ratio Rank: 9898
Calmar Ratio Rank
IBIC Martin Ratio Rank: 9898
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.

PABU vs. IBIC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) 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.


PABUIBICDifference
Sharpe ratioReturn per unit of total volatility

-3.26

Sortino ratioReturn per unit of downside risk

-6.64

Omega ratioGain probability vs. loss probability

1.31

2.24

-0.93

Calmar ratioReturn relative to maximum drawdown

1.78

17.27

-15.49

Martin ratioReturn relative to average drawdown

6.25

67.45

-61.20

PABU vs. IBIC - Sharpe Ratio Comparison

The current PABU Sharpe Ratio is 1.79, which is lower than the IBIC Sharpe Ratio of 5.05. The chart below compares the historical Sharpe Ratios of PABU and IBIC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PABUIBICDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.79

5.05

-3.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

3.49

-2.76

Drawdowns

PABU vs. IBIC - Drawdown Comparison

The maximum PABU drawdown since its inception was -22.76%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for PABU and IBIC.


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Drawdown Indicators


PABUIBICDifference

Max Drawdown

Largest peak-to-trough decline

-22.76%

-0.90%

-21.86%

Max Drawdown (1Y)

Largest decline over 1 year

-13.40%

-0.26%

-13.14%

Max Drawdown (3Y)

Largest decline over 3 years

-20.85%

Current Drawdown

Current decline from peak

-1.29%

-0.13%

-1.16%

Average Drawdown

Average peak-to-trough decline

-5.63%

-0.10%

-5.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.82%

0.07%

+3.75%

Volatility

PABU vs. IBIC - Volatility Comparison

iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU) has a higher volatility of 3.70% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.33%. This indicates that PABU's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PABUIBICDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.70%

0.33%

+3.37%

Volatility (6M)

Calculated over the trailing 6-month period

10.24%

0.67%

+9.57%

Volatility (1Y)

Calculated over the trailing 1-year period

13.37%

0.90%

+12.47%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.68%

1.58%

+17.10%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.68%

1.58%

+17.10%

PABU vs. IBIC - Expense Ratio Comparison

Both PABU and IBIC have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

PABU vs. IBIC - Dividend Comparison

PABU's dividend yield for the trailing twelve months is around 0.86%, less than IBIC's 3.59% yield.


PositionTTM2025202420232022
IBIC
iShares iBonds Oct 2026 Term TIPS ETF
3.59%4.43%4.65%0.83%0.00%
PABU
iShares Paris-Aligned Climate Optimized MSCI USA ETF
0.86%0.90%1.00%1.06%1.00%

Frequently Asked Questions


PABU and IBIC have a correlation of -0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PABU has higher volatility (3.70%) compared to IBIC (0.33%). In terms of maximum drawdown, PABU dropped -22.76% vs IBIC's -0.90%.

On 1-year performance, PABU leads with 23.78% vs 4.54% for IBIC. Both ETFs have the same 0.10% expense ratio. On volatility, IBIC has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, PABU has performed better with a 23.78% return vs 4.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PABU and IBIC have the same expense ratio: 0.10% per year.

IBIC has the higher dividend yield at 3.59%, compared with 0.86% for PABU.

PABU is categorized as Large Cap Blend Equities, while IBIC is Inflation-Protected Bonds. PABU tracks MSCI USA Climate Paris Aligned Benchmark Extended Select PAB Index (USD), while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index.

IBIC currently has the higher Sharpe Ratio (5.05 vs 1.79), 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.

Portfolio Optimizer

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