QMID vs. IBID
QMID (WisdomTree U.S. MidCap Quality Growth Fund) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - QMID is a Mid Cap Growth Equities fund tracking the WisdomTree U.S. MidCap Quality Growth 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, QMID returned 9.00% vs 3.92% for IBID. At a 0.01 correlation, their price movements are largely independent. QMID charges 0.38%/yr vs 0.10%/yr for IBID.
Performance
QMID vs. IBID - Performance Comparison
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Returns By Period
In the year-to-date period, QMID achieves a 1.24% return, which is significantly lower than IBID's 1.94% return.
QMID
- 1D
- -0.29%
- 1M
- 0.74%
- YTD
- 1.24%
- 6M
- -1.04%
- 1Y
- 9.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBID
- 1D
- -0.05%
- 1M
- -0.25%
- YTD
- 1.94%
- 6M
- 2.03%
- 1Y
- 3.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QMID vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
QMID WisdomTree U.S. MidCap Quality Growth Fund | 1.24% | 5.02% | 9.01% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 1.94% | 5.66% | 4.90% |
Correlation
The correlation between QMID and IBID is -0.13, 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 | -0.13 |
Correlation (All Time) Calculated using the full available price history since Jan 25, 2024 | 0.01 |
The correlation between QMID and IBID shifts across timeframes, from -0.13 (1 year) to 0.01 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
QMID vs. IBID — Risk / Return Rank
QMID
IBID
QMID vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. MidCap Quality Growth Fund (QMID) 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.
| QMID | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.59 | ||
| Sortino ratioReturn per unit of downside risk | -4.42 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.72 | -0.61 |
| Calmar ratioReturn relative to maximum drawdown | 0.85 | 7.20 | -6.36 |
| Martin ratioReturn relative to average drawdown | 2.85 | 29.14 | -26.28 |
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Drawdowns
QMID vs. IBID - Drawdown Comparison
The maximum QMID drawdown since its inception was -24.42%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for QMID and IBID.
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Drawdown Indicators
| QMID | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.42% | -1.28% | -23.14% |
Max Drawdown (1Y)Largest decline over 1 year | -10.67% | -0.55% | -10.12% |
Current DrawdownCurrent decline from peak | -2.94% | -0.55% | -2.39% |
Average DrawdownAverage peak-to-trough decline | -5.41% | -0.22% | -5.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 0.13% | +3.03% |
Volatility
QMID vs. IBID - Volatility Comparison
WisdomTree U.S. MidCap Quality Growth Fund (QMID) has a higher volatility of 3.95% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that QMID'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
| QMID | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.95% | 0.35% | +3.60% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 0.86% | +9.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.14% | 1.23% | +13.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.43% | 2.24% | +16.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.43% | 2.24% | +16.19% |
QMID vs. IBID - Expense Ratio Comparison
QMID has a 0.38% expense ratio, which is higher than IBID's 0.10% expense ratio.
Dividends
QMID vs. IBID - Dividend Comparison
QMID's dividend yield for the trailing twelve months is around 0.51%, less than IBID's 3.68% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBID iShares iBonds Oct 2027 Term TIPS ETF | 3.68% | 4.43% | 4.24% | 0.81% |
QMID WisdomTree U.S. MidCap Quality Growth Fund | 0.51% | 0.51% | 1.16% | 0.00% |
Frequently Asked Questions
QMID and IBID have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QMID has higher volatility (3.95%) compared to IBID (0.35%). In terms of maximum drawdown, QMID dropped -24.42% vs IBID's -1.28%.
On 1-year performance, QMID leads with 9.00% 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.
Over the 1-year period, QMID has performed better with a 9.00% return vs 3.92%. 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 0.38% for QMID.
IBID has the higher dividend yield at 3.68%, compared with 0.51% for QMID.
QMID is categorized as Mid Cap Growth Equities, while IBID is Inflation-Protected Bonds. QMID tracks WisdomTree U.S. MidCap Quality Growth Index, while IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.38% for QMID and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.19 vs 0.60), 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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