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RBIL vs. SGOV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RBIL vs. SGOV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) and iShares 0-3 Month Treasury Bond ETF (SGOV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, RBIL achieves a 2.63% return, which is significantly higher than SGOV's 1.55% return.


RBIL

1D
-0.04%
1M
0.41%
YTD
2.63%
6M
2.66%
1Y
4.55%
3Y*
5Y*
10Y*

SGOV

1D
0.03%
1M
0.30%
YTD
1.55%
6M
1.79%
1Y
3.94%
3Y*
4.72%
5Y*
3.54%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

RBIL vs. SGOV - Yearly Performance Comparison


Correlation

The correlation between RBIL and SGOV is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (All Time)
Calculated using the full available price history since Feb 26, 2025

0.29

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Return for Risk

RBIL vs. SGOV — Risk / Return Rank

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

RBIL
RBIL Risk / Return Rank: 9898
Overall Rank
RBIL Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
RBIL Sortino Ratio Rank: 9898
Sortino Ratio Rank
RBIL Omega Ratio Rank: 9898
Omega Ratio Rank
RBIL Calmar Ratio Rank: 9898
Calmar Ratio Rank
RBIL Martin Ratio Rank: 9898
Martin Ratio Rank

SGOV
SGOV Risk / Return Rank: 100100
Overall Rank
SGOV Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
SGOV Sortino Ratio Rank: 100100
Sortino Ratio Rank
SGOV Omega Ratio Rank: 100100
Omega Ratio Rank
SGOV Calmar Ratio Rank: 100100
Calmar Ratio Rank
SGOV Martin Ratio Rank: 100100
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.

RBIL vs. SGOV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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.


RBILSGOVDifference
Sharpe ratioReturn per unit of total volatility

-15.34

Sortino ratioReturn per unit of downside risk

-269.19

Omega ratioGain probability vs. loss probability

2.38

196.55

-194.17

Calmar ratioReturn relative to maximum drawdown

16.96

400.29

-383.33

Martin ratioReturn relative to average drawdown

70.30

4,485.40

-4,415.09

RBIL vs. SGOV - Sharpe Ratio Comparison

The current RBIL Sharpe Ratio is 5.00, which is lower than the SGOV Sharpe Ratio of 20.34. The chart below compares the historical Sharpe Ratios of RBIL and SGOV, 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


RBILSGOVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.00

20.34

-15.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

14.75

Sharpe Ratio (All Time)

Calculated using the full available price history

4.20

12.50

-8.30

Drawdowns

RBIL vs. SGOV - Drawdown Comparison

The maximum RBIL drawdown since its inception was -0.50%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for RBIL and SGOV.


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Drawdown Indicators


RBILSGOVDifference

Max Drawdown

Largest peak-to-trough decline

-0.50%

-0.03%

-0.47%

Max Drawdown (1Y)

Largest decline over 1 year

-0.27%

-0.01%

-0.26%

Max Drawdown (3Y)

Largest decline over 3 years

-0.01%

Max Drawdown (5Y)

Largest decline over 5 years

-0.03%

Current Drawdown

Current decline from peak

-0.07%

0.00%

-0.07%

Average Drawdown

Average peak-to-trough decline

-0.06%

-0.00%

-0.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.06%

0.00%

+0.06%

Volatility

RBIL vs. SGOV - Volatility Comparison

F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF (RBIL) has a higher volatility of 0.26% compared to iShares 0-3 Month Treasury Bond ETF (SGOV) at 0.06%. This indicates that RBIL's price experiences larger fluctuations and is considered to be riskier than SGOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RBILSGOVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.26%

0.06%

+0.20%

Volatility (6M)

Calculated over the trailing 6-month period

0.80%

0.13%

+0.67%

Volatility (1Y)

Calculated over the trailing 1-year period

0.92%

0.20%

+0.72%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.05%

0.24%

+0.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.05%

0.24%

+0.81%

RBIL vs. SGOV - Expense Ratio Comparison

RBIL has a 0.17% expense ratio, which is higher than SGOV's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

RBIL vs. SGOV - Dividend Comparison

RBIL's dividend yield for the trailing twelve months is around 4.60%, more than SGOV's 3.85% yield.


PositionTTM202520242023202220212020
RBIL
F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
4.60%3.65%0.00%0.00%0.00%0.00%0.00%
SGOV
iShares 0-3 Month Treasury Bond ETF
3.85%4.10%5.10%4.87%1.45%0.03%0.05%

Frequently Asked Questions


RBIL and SGOV have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RBIL has higher volatility (0.26%) compared to SGOV (0.06%). In terms of maximum drawdown, RBIL dropped -0.50% vs SGOV's -0.03%.

On 1-year performance, RBIL leads with 4.55% vs 3.94% for SGOV. On fees, SGOV is cheaper at 0.09% per year. On volatility, SGOV has been the lower-risk option at 0.06%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, RBIL has performed better with a 4.55% return vs 3.94%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SGOV is cheaper with a 0.09% expense ratio, compared with 0.17% for RBIL.

RBIL has the higher dividend yield at 4.60%, compared with 3.85% for SGOV.

RBIL is categorized as Inflation-Protected Bonds, while SGOV is Ultrashort Bond. RBIL tracks Bloomberg US Ultrashort TIPS 1-13 Months Index, while SGOV tracks ICE 0-3 Month US Treasury Securities Index. They also come from different issuers: F/m and iShares. Their fees differ too: 0.17% for RBIL and 0.09% for SGOV.

SGOV currently has the higher Sharpe Ratio (20.34 vs 5.00), 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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