SOEZ vs. IBID

Last updated Jun 4, 2026

SOEZ (Franklin Solana ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - SOEZ is a Cryptocurrency fund actively managed by Franklin, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. SOEZ is actively managed, while IBID is passively managed. At a correlation of -0.16, they often move in opposite directions. SOEZ charges 0.19%/yr vs 0.10%/yr for IBID.

Performance

SOEZ vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Franklin Solana ETF (SOEZ) 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, SOEZ achieves a -40.75% return, which is significantly lower than IBID's 2.46% return.

SOEZ

• 1D: -4.56%
• 1M: -14.51%
• YTD: -40.75%
• 6M: -47.84%
• 1Y: —
• 3Y*: —
• 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)

SOEZ vs. IBID - Yearly Performance Comparison

	2026 (YTD)	2025
SOEZ Franklin Solana ETF	-40.75%	-11.97%
IBID iShares iBonds Oct 2027 Term TIPS ETF	2.46%	0.11%

Correlation

The correlation between SOEZ and IBID is -0.16, 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 (All Time) Calculated using the full available price history since Dec 4, 2025	-0.16

Return for Risk

SOEZ vs. IBID — Risk / Return Rank

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

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.

SOEZ vs. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Franklin Solana ETF (SOEZ) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SOEZ	IBID	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.91	—
Sharpe Ratio (All Time) Calculated using the full available price history	-1.07	2.56	-3.63

Drawdowns

SOEZ vs. IBID - Drawdown Comparison

The maximum SOEZ drawdown since its inception was -50.21%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for SOEZ and IBID.

Drawdown Indicators

	SOEZ	IBID	Difference
Max Drawdown Largest peak-to-trough decline	-50.21%	-1.28%	-48.93%
Max Drawdown (1Y) Largest decline over 1 year	—	-0.36%	—
Current Drawdown Current decline from peak	-50.21%	0.00%	-50.21%
Average Drawdown Average peak-to-trough decline	-30.80%	-0.22%	-30.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.12%	—

Volatility

Volatility by Period

	SOEZ	IBID	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.32%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.80%	—
Volatility (1Y) Calculated over the trailing 1-year period	68.92%	1.25%	+67.67%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	68.92%	2.25%	+66.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	68.92%	2.25%	+66.67%

SOEZ vs. IBID - Expense Ratio Comparison

SOEZ has a 0.19% expense ratio, which is higher than IBID's 0.10% 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

SOEZ vs. IBID - Dividend Comparison

SOEZ's dividend yield for the trailing twelve months is around 0.57%, less than IBID's 3.66% yield.

Position	TTM	2025	2024	2023
IBID iShares iBonds Oct 2027 Term TIPS ETF	3.66%	4.43%	4.24%	0.81%
SOEZ Franklin Solana ETF	0.57%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SOEZ and IBID in my portfolio?

SOEZ and IBID have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SOEZ or IBID?

On fees, IBID is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SOEZ or IBID?

IBID is cheaper with a 0.10% expense ratio, compared with 0.19% for SOEZ.

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

IBID has the higher dividend yield at 3.66%, compared with 0.57% for SOEZ.

What is the main difference between SOEZ and IBID?

SOEZ is categorized as Cryptocurrency, while IBID is Inflation-Protected Bonds. They also come from different issuers: Franklin and iShares. Their fees differ too: 0.19% for SOEZ and 0.10% for IBID.