TBFG vs. IBID

Last updated Jun 23, 2026

TBFG (The Brinsmere Fund - Growth ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - TBFG is a Tactical Allocation fund actively managed by The Brinsmere Funds, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. TBFG is actively managed, while IBID is passively managed. Over the past year, TBFG returned 24.08% vs 4.04% for IBID. At a 0.05 correlation, their price movements are largely independent. TBFG charges 0.42%/yr vs 0.10%/yr for IBID.

Performance

TBFG vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Brinsmere Fund - Growth ETF (TBFG) 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, TBFG achieves a 10.39% return, which is significantly higher than IBID's 1.99% return.

TBFG

• 1D: -0.11%
• 1M: 1.62%
• YTD: 10.39%
• 6M: 10.37%
• 1Y: 24.08%
• 3Y*: —
• 5Y*: —
• 10Y*: —

IBID

• 1D: 0.00%
• 1M: -0.19%
• YTD: 1.99%
• 6M: 2.08%
• 1Y: 4.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

TBFG vs. IBID - Yearly Performance Comparison

	2026 (YTD)	2025	2024
TBFG The Brinsmere Fund - Growth ETF	10.39%	14.56%	10.20%
IBID iShares iBonds Oct 2027 Term TIPS ETF	1.99%	5.66%	4.18%

Correlation

The correlation between TBFG and IBID is -0.09, 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	-0.09
Correlation (All Time) Calculated using the full available price history since Jan 16, 2024	0.05

The correlation between TBFG and IBID shifts across timeframes, from -0.09 (1 year) to 0.05 (all time), reflecting how their relationship changes across market environments.

Return for Risk

TBFG vs. IBID — Risk / Return Rank

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

TBFG

TBFG Risk / Return Rank: 73
TBFG Sharpe Ratio Rank: 75
TBFG Sortino Ratio Rank: 74
TBFG Omega Ratio Rank: 77
TBFG Calmar Ratio Rank: 66
TBFG Martin Ratio Rank: 73

IBID

IBID Risk / Return Rank: 95
IBID Sharpe Ratio Rank: 93
IBID Sortino Ratio Rank: 96
IBID Omega Ratio Rank: 96
IBID Calmar Ratio Rank: 96
IBID Martin Ratio Rank: 95

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.

TBFG vs. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Brinsmere Fund - Growth ETF (TBFG) 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.

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.

	TBFG	IBID	Difference
Sharpe ratio: Return per unit of total volatility	2.32	3.29	-0.97
Sortino ratio: Return per unit of downside risk	3.20	5.55	-2.35
Omega ratio: Gain probability vs. loss probability	1.43	1.75	-0.31
Calmar ratio: Return relative to maximum drawdown	3.17	8.22	-5.05
Martin ratio: Return relative to average drawdown	13.40	30.99	-17.59

TBFG vs. IBID - Sharpe Ratio Comparison

The current TBFG Sharpe Ratio is 2.32, which is comparable to the IBID Sharpe Ratio of 3.29. The chart below compares the historical Sharpe Ratios of TBFG 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.

Drawdowns

TBFG vs. IBID - Drawdown Comparison

The maximum TBFG drawdown since its inception was -13.43%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for TBFG and IBID.

Drawdown Indicators

	TBFG	IBID	Difference
Max Drawdown Largest peak-to-trough decline	-13.43%	-1.28%	-12.15%
Max Drawdown (1Y) Largest decline over 1 year	-7.63%	-0.49%	-7.14%
Current Drawdown Current decline from peak	-0.32%	-0.49%	+0.17%
Average Drawdown Average peak-to-trough decline	-1.62%	-0.22%	-1.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.80%	0.13%	+1.67%

Volatility

TBFG vs. IBID - Volatility Comparison

The Brinsmere Fund - Growth ETF (TBFG) has a higher volatility of 4.36% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that TBFG'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

	TBFG	IBID	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.36%	0.35%	+4.01%
Volatility (6M) Calculated over the trailing 6-month period	8.87%	0.86%	+8.01%
Volatility (1Y) Calculated over the trailing 1-year period	10.45%	1.23%	+9.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.14%	2.24%	+8.90%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.14%	2.24%	+8.90%

TBFG vs. IBID - Expense Ratio Comparison

TBFG has a 0.42% expense ratio, which is higher than IBID's 0.10% expense ratio.

Dividends

TBFG vs. IBID - Dividend Comparison

TBFG's dividend yield for the trailing twelve months is around 2.35%, less than IBID's 3.68% yield.

Position	TTM	2025	2024	2023
IBID iShares iBonds Oct 2027 Term TIPS ETF	3.68%	4.43%	4.24%	0.81%
TBFG The Brinsmere Fund - Growth ETF	2.35%	2.65%	2.43%	0.00%

Frequently Asked Questions

Can I hold both TBFG and IBID in my portfolio?

TBFG and IBID have a correlation of -0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TBFG or IBID?

TBFG has higher volatility (4.36%) compared to IBID (0.35%). In terms of maximum drawdown, TBFG dropped -13.43% vs IBID's -1.28%.

Which ETF is better, TBFG or IBID?

On 1-year performance, TBFG leads with 24.08% vs 4.04% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.35%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, TBFG or IBID?

Over the 1-year period, TBFG has performed better with a 24.08% return vs 4.04%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, TBFG or IBID?

IBID is cheaper with a 0.10% expense ratio, compared with 0.42% for TBFG.

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

IBID has the higher dividend yield at 3.68%, compared with 2.35% for TBFG.

What is the main difference between TBFG and IBID?

TBFG is categorized as Tactical Allocation, while IBID is Inflation-Protected Bonds. They also come from different issuers: The Brinsmere Funds and iShares. Their fees differ too: 0.42% for TBFG and 0.10% for IBID.

Which has better risk-adjusted returns?

IBID currently has the higher Sharpe Ratio (3.29 vs 2.32), 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.