RISR vs. IBDV
RISR (FolioBeyond Alternative Income and Interest Rate Hedge ETF) and IBDV (iShares iBonds Dec 2030 Term Corporate ETF) are both exchange-traded funds - RISR is a Nontraditional Bonds fund actively managed by FolioBeyond, while IBDV is a Corporate Bonds fund tracking the Bloomberg December 2030 Maturity Corporate Index. RISR is actively managed, while IBDV is passively managed. Over the past 3 years, RISR returned 10.98%/yr vs 5.90%/yr for IBDV. At a correlation of -0.47, they often move in opposite directions. RISR charges 1.13%/yr vs 0.10%/yr for IBDV.
Performance
RISR vs. IBDV - Performance Comparison
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Returns By Period
In the year-to-date period, RISR achieves a 3.07% return, which is significantly higher than IBDV's 0.41% return.
RISR
- 1D
- -0.18%
- 1M
- -0.33%
- YTD
- 3.07%
- 6M
- 3.20%
- 1Y
- 5.26%
- 3Y*
- 10.98%
- 5Y*
- —
- 10Y*
- —
IBDV
- 1D
- -0.07%
- 1M
- 0.56%
- YTD
- 0.41%
- 6M
- 0.90%
- 1Y
- 4.79%
- 3Y*
- 5.90%
- 5Y*
- 0.77%
- 10Y*
- —
RISR vs. IBDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF | 3.07% | 4.63% | 24.20% | 7.02% | 31.98% | -0.04% |
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 0.41% | 8.19% | 3.42% | 8.51% | -14.67% | -0.17% |
Correlation
The correlation between RISR and IBDV is -0.40, 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 | -0.40 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.47 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2021 | -0.47 |
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Return for Risk
RISR vs. IBDV — Risk / Return Rank
RISR
IBDV
RISR vs. IBDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) and iShares iBonds Dec 2030 Term Corporate ETF (IBDV). 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.
| RISR | IBDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -1.19 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.29 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.83 | 2.21 | -0.38 |
| Martin ratioReturn relative to average drawdown | 4.33 | 7.41 | -3.08 |
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Drawdowns
RISR vs. IBDV - Drawdown Comparison
The maximum RISR drawdown since its inception was -14.31%, smaller than the maximum IBDV drawdown of -21.85%. Use the drawdown chart below to compare losses from any high point for RISR and IBDV.
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Drawdown Indicators
| RISR | IBDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.31% | -21.85% | +7.54% |
Max Drawdown (1Y)Largest decline over 1 year | -2.61% | -2.07% | -0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -8.07% | -5.64% | -2.43% |
Max Drawdown (5Y)Largest decline over 5 years | — | -21.54% | — |
Current DrawdownCurrent decline from peak | -0.44% | -0.81% | +0.37% |
Average DrawdownAverage peak-to-trough decline | -2.17% | -7.19% | +5.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 0.62% | +0.48% |
Volatility
RISR vs. IBDV - Volatility Comparison
FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) has a higher volatility of 1.30% compared to iShares iBonds Dec 2030 Term Corporate ETF (IBDV) at 0.93%. This indicates that RISR's price experiences larger fluctuations and is considered to be riskier than IBDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RISR | IBDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 0.93% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 3.98% | 2.04% | +1.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.45% | 2.87% | +2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.82% | 6.44% | +5.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.82% | 6.25% | +5.57% |
RISR vs. IBDV - Expense Ratio Comparison
RISR has a 1.13% expense ratio, which is higher than IBDV's 0.10% expense ratio.
Dividends
RISR vs. IBDV - Dividend Comparison
RISR's dividend yield for the trailing twelve months is around 5.91%, more than IBDV's 4.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
IBDV iShares iBonds Dec 2030 Term Corporate ETF | 4.59% | 4.57% | 4.69% | 4.09% | 3.02% | 1.99% | 0.90% |
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF | 5.91% | 5.95% | 5.67% | 7.96% | 4.26% | 0.30% | 0.00% |
Frequently Asked Questions
RISR and IBDV have a correlation of -0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RISR has higher volatility (1.30%) compared to IBDV (0.93%). In terms of maximum drawdown, RISR dropped -14.31% vs IBDV's -21.85%.
On 3-year performance, RISR leads with 10.98% vs 5.90% for IBDV. On fees, IBDV is cheaper at 0.10% per year. On volatility, IBDV has been the lower-risk option at 0.93%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 3-year period, RISR has performed better with a 10.98% return vs 5.90%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBDV is cheaper with a 0.10% expense ratio, compared with 1.13% for RISR.
RISR has the higher dividend yield at 5.91%, compared with 4.59% for IBDV.
RISR is categorized as Nontraditional Bonds, while IBDV is Corporate Bonds. They also come from different issuers: FolioBeyond and iShares. Their fees differ too: 1.13% for RISR and 0.10% for IBDV.
IBDV currently has the higher Sharpe Ratio (1.59 vs 0.87), 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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