RUNN vs. IBIC
RUNN (Running Oak Efficient Growth ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - RUNN is a Mid Cap Blend Equities fund actively managed by Running Oak Capital, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. RUNN is actively managed, while IBIC is passively managed. Over the past year, RUNN returned -3.62% vs 4.40% for IBIC. At a correlation of -0.05, they often move in opposite directions. RUNN charges 0.58%/yr vs 0.10%/yr for IBIC.
Performance
RUNN vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, RUNN achieves a -3.68% return, which is significantly lower than IBIC's 2.33% return.
RUNN
- 1D
- 1.06%
- 1M
- -1.57%
- YTD
- -3.68%
- 6M
- -5.23%
- 1Y
- -3.62%
- 3Y*
- 8.27%
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- -0.10%
- 1M
- 0.02%
- YTD
- 2.33%
- 6M
- 2.35%
- 1Y
- 4.40%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
RUNN vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
RUNN Running Oak Efficient Growth ETF | -3.68% | 2.30% | 17.16% | 7.34% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.33% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between RUNN and IBIC is -0.11, 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 | -0.11 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | -0.05 |
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Return for Risk
RUNN vs. IBIC — Risk / Return Rank
RUNN
IBIC
RUNN vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Running Oak Efficient Growth ETF (RUNN) 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.
| RUNN | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.23 | ||
| Sortino ratioReturn per unit of downside risk | -9.18 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 2.21 | -1.25 |
| Calmar ratioReturn relative to maximum drawdown | -0.35 | 16.49 | -16.84 |
| Martin ratioReturn relative to average drawdown | -0.77 | 57.80 | -58.56 |
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Drawdowns
RUNN vs. IBIC - Drawdown Comparison
The maximum RUNN drawdown since its inception was -16.83%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for RUNN and IBIC.
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Drawdown Indicators
| RUNN | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.83% | -0.90% | -15.93% |
Max Drawdown (1Y)Largest decline over 1 year | -10.34% | -0.27% | -10.07% |
Max Drawdown (3Y)Largest decline over 3 years | -16.83% | — | — |
Current DrawdownCurrent decline from peak | -8.54% | -0.17% | -8.37% |
Average DrawdownAverage peak-to-trough decline | -3.61% | -0.10% | -3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.73% | 0.08% | +4.65% |
Volatility
RUNN vs. IBIC - Volatility Comparison
Running Oak Efficient Growth ETF (RUNN) has a higher volatility of 3.93% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.19%. This indicates that RUNN'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
| RUNN | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.93% | 0.19% | +3.74% |
Volatility (6M)Calculated over the trailing 6-month period | 9.96% | 0.67% | +9.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.04% | 0.90% | +12.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.80% | 1.56% | +12.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.80% | 1.56% | +12.24% |
RUNN vs. IBIC - Expense Ratio Comparison
RUNN has a 0.58% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
RUNN vs. IBIC - Dividend Comparison
RUNN's dividend yield for the trailing twelve months is around 0.58%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% |
RUNN Running Oak Efficient Growth ETF | 0.58% | 0.55% | 0.39% | 0.33% |
Frequently Asked Questions
RUNN and IBIC have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RUNN has higher volatility (3.93%) compared to IBIC (0.19%). In terms of maximum drawdown, RUNN dropped -16.83% vs IBIC's -0.90%.
On 1-year performance, IBIC leads with 4.40% vs -3.62% for RUNN. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.19%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBIC has performed better with a 4.40% return vs -3.62%. 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 0.58% for RUNN.
IBIC has the higher dividend yield at 3.59%, compared with 0.58% for RUNN.
RUNN is categorized as Mid Cap Blend Equities, while IBIC is Inflation-Protected Bonds. They also come from different issuers: Running Oak Capital and iShares. Their fees differ too: 0.58% for RUNN and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.95 vs -0.28), 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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