RHTX vs. IBID

Last updated Jun 4, 2026

RHTX (RH Tactical Outlook ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - RHTX is a Tactical Allocation fund actively managed by Adaptive, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. RHTX is actively managed, while IBID is passively managed. Over the past year, RHTX returned 25.91% vs 4.83% for IBID. At a 0.05 correlation, their price movements are largely independent. RHTX charges 1.38%/yr vs 0.10%/yr for IBID.

Performance

RHTX vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in RH Tactical Outlook ETF (RHTX) 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, RHTX achieves a 8.61% return, which is significantly higher than IBID's 2.46% return.

RHTX

• 1D: -0.72%
• 1M: 2.95%
• YTD: 8.61%
• 6M: 10.15%
• 1Y: 25.91%
• 3Y*: 15.78%
• 5Y*: —
• 10Y*: —

IBID

• 1D: 0.08%
• 1M: 0.49%
• YTD: 2.46%
• 6M: 2.57%
• 1Y: 4.83%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

RHTX vs. IBID - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
RHTX RH Tactical Outlook ETF	8.61%	15.42%	18.27%	2.17%
IBID iShares iBonds Oct 2027 Term TIPS ETF	2.46%	5.66%	4.71%	2.61%

Correlation

The correlation between RHTX and IBID is -0.10, 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	-0.10
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023	0.05

The correlation between RHTX and IBID shifts across timeframes, from -0.10 (1 year) to 0.05 (all time), reflecting how their relationship changes across market environments.

Return for Risk

RHTX vs. IBID — Risk / Return Rank

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

RHTX

RHTX Risk / Return Rank: 47
RHTX Sharpe Ratio Rank: 51
RHTX Sortino Ratio Rank: 45
RHTX Omega Ratio Rank: 51
RHTX Calmar Ratio Rank: 42
RHTX Martin Ratio Rank: 45

IBID

IBID Risk / Return Rank: 97
IBID Sharpe Ratio Rank: 95
IBID Sortino Ratio Rank: 97
IBID Omega Ratio Rank: 97
IBID Calmar Ratio Rank: 98
IBID Martin Ratio Rank: 96

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.

RHTX vs. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for RH Tactical Outlook ETF (RHTX) 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.

	RHTX	IBID	Difference
Sharpe ratio: Return per unit of total volatility	1.73	3.91	-2.18
Sortino ratio: Return per unit of downside risk	2.24	6.75	-4.51
Omega ratio: Gain probability vs. loss probability	1.32	1.94	-0.62
Calmar ratio: Return relative to maximum drawdown	2.04	13.33	-11.29
Martin ratio: Return relative to average drawdown	7.19	39.52	-32.33
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

RHTX vs. IBID - Sharpe Ratio Comparison

The current RHTX Sharpe Ratio is 1.73, which is lower than the IBID Sharpe Ratio of 3.91. The chart below compares the historical Sharpe Ratios of RHTX 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.

Sharpe Ratios by Period

	RHTX	IBID	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.73	3.91	-2.18
Sharpe Ratio (All Time) Calculated using the full available price history	0.30	2.56	-2.25

Drawdowns

RHTX vs. IBID - Drawdown Comparison

The maximum RHTX drawdown since its inception was -24.68%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for RHTX and IBID.

Drawdown Indicators

	RHTX	IBID	Difference
Max Drawdown Largest peak-to-trough decline	-24.68%	-1.28%	-23.40%
Max Drawdown (1Y) Largest decline over 1 year	-12.77%	-0.36%	-12.41%
Max Drawdown (3Y) Largest decline over 3 years	-18.73%	—	—
Current Drawdown Current decline from peak	-1.37%	0.00%	-1.37%
Average Drawdown Average peak-to-trough decline	-9.63%	-0.22%	-9.41%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.61%	0.12%	+3.49%

Volatility

RHTX vs. IBID - Volatility Comparison

RH Tactical Outlook ETF (RHTX) has a higher volatility of 4.11% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.32%. This indicates that RHTX'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

	RHTX	IBID	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.11%	0.32%	+3.79%
Volatility (6M) Calculated over the trailing 6-month period	12.49%	0.80%	+11.69%
Volatility (1Y) Calculated over the trailing 1-year period	15.06%	1.25%	+13.81%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.03%	2.25%	+15.78%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.03%	2.25%	+15.78%

RHTX vs. IBID - Expense Ratio Comparison

RHTX has a 1.38% expense ratio, which is higher than IBID's 0.10% expense ratio.

Dividends

RHTX vs. IBID - Dividend Comparison

RHTX has not paid dividends to shareholders, while IBID's dividend yield for the trailing twelve months is around 3.66%.

Position	TTM	2025	2024	2023
IBID iShares iBonds Oct 2027 Term TIPS ETF	3.66%	4.43%	4.24%	0.81%
RHTX RH Tactical Outlook ETF	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both RHTX and IBID in my portfolio?

RHTX and IBID have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, RHTX or IBID?

RHTX has higher volatility (4.11%) compared to IBID (0.32%). In terms of maximum drawdown, RHTX dropped -24.68% vs IBID's -1.28%.

Which ETF is better, RHTX or IBID?

On 1-year performance, RHTX leads with 25.91% vs 4.83% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.32%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, RHTX or IBID?

Over the 1-year period, RHTX has performed better with a 25.91% return vs 4.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, RHTX or IBID?

IBID is cheaper with a 0.10% expense ratio, compared with 1.38% for RHTX.

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

IBID has the higher dividend yield at 3.66%, compared with 0.00% for RHTX.

What is the main difference between RHTX and IBID?

RHTX is categorized as Tactical Allocation, while IBID is Inflation-Protected Bonds. They also come from different issuers: Adaptive and iShares. Their fees differ too: 1.38% for RHTX and 0.10% for IBID.

Which has better risk-adjusted returns?

IBID currently has the higher Sharpe Ratio (3.91 vs 1.73), 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.