QVOY vs. IBIC
QVOY (Q3 All-Season Active Rotation ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - QVOY is a Diversified Portfolio fund actively managed by Q3, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. QVOY is actively managed, while IBIC is passively managed. Over the past year, QVOY returned 34.24% vs 4.38% for IBIC. At a 0.05 correlation, their price movements are largely independent. QVOY charges 1.30%/yr vs 0.10%/yr for IBIC.
Performance
QVOY vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, QVOY achieves a 16.58% return, which is significantly higher than IBIC's 2.39% return.
QVOY
- 1D
- 0.57%
- 1M
- 3.60%
- YTD
- 16.58%
- 6M
- 16.11%
- 1Y
- 34.24%
- 3Y*
- 14.25%
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- 0.06%
- 1M
- 0.08%
- YTD
- 2.39%
- 6M
- 2.49%
- 1Y
- 4.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
QVOY vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
QVOY Q3 All-Season Active Rotation ETF | 16.58% | 16.45% | 1.55% | 3.22% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.39% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between QVOY and IBIC is -0.06, 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 | -0.06 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | 0.05 |
The correlation between QVOY and IBIC shifts across timeframes, from -0.06 (1 year) to 0.05 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
QVOY vs. IBIC — Risk / Return Rank
QVOY
IBIC
QVOY vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Q3 All-Season Active Rotation ETF (QVOY) 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.
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.
| QVOY | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.95 | ||
| Sortino ratioReturn per unit of downside risk | -6.40 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 2.21 | -0.85 |
| Calmar ratioReturn relative to maximum drawdown | 3.66 | 16.41 | -12.75 |
| Martin ratioReturn relative to average drawdown | 10.87 | 58.11 | -47.24 |
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Drawdowns
QVOY vs. IBIC - Drawdown Comparison
The maximum QVOY drawdown since its inception was -17.05%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for QVOY and IBIC.
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Drawdown Indicators
| QVOY | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.05% | -0.90% | -16.15% |
Max Drawdown (1Y)Largest decline over 1 year | -9.39% | -0.27% | -9.12% |
Max Drawdown (3Y)Largest decline over 3 years | -17.05% | — | — |
Current DrawdownCurrent decline from peak | -1.49% | -0.11% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -3.73% | -0.10% | -3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 0.08% | +3.08% |
Volatility
QVOY vs. IBIC - Volatility Comparison
Q3 All-Season Active Rotation ETF (QVOY) has a higher volatility of 7.65% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.16%. This indicates that QVOY'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
| QVOY | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.65% | 0.16% | +7.49% |
Volatility (6M)Calculated over the trailing 6-month period | 14.25% | 0.67% | +13.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.28% | 0.89% | +16.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.27% | 1.57% | +13.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.27% | 1.57% | +13.70% |
QVOY vs. IBIC - Expense Ratio Comparison
QVOY has a 1.30% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
QVOY vs. IBIC - Dividend Comparison
QVOY's dividend yield for the trailing twelve months is around 7.98%, more than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% |
QVOY Q3 All-Season Active Rotation ETF | 7.98% | 9.30% | 10.88% | 6.03% | 0.46% |
Frequently Asked Questions
QVOY and IBIC have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
QVOY has higher volatility (7.65%) compared to IBIC (0.16%). In terms of maximum drawdown, QVOY dropped -17.05% vs IBIC's -0.90%.
On 1-year performance, QVOY leads with 34.24% vs 4.38% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.16%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, QVOY has performed better with a 34.24% return vs 4.38%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBIC is cheaper with a 0.10% expense ratio, compared with 1.30% for QVOY.
QVOY has the higher dividend yield at 7.98%, compared with 3.59% for IBIC.
QVOY is categorized as Diversified Portfolio, while IBIC is Inflation-Protected Bonds. They also come from different issuers: Q3 and iShares. Their fees differ too: 1.30% for QVOY and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.94 vs 1.99), 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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