TMFS vs. IBIC
TMFS (Motley Fool Small-Cap Growth ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - TMFS is a Small Cap Growth Equities fund actively managed by Motley Fool, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. TMFS is actively managed, while IBIC is passively managed. Over the past year, TMFS returned -3.97% vs 4.54% for IBIC. At a correlation of -0.02, they often move in opposite directions. TMFS charges 0.85%/yr vs 0.10%/yr for IBIC.
Performance
TMFS vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, TMFS achieves a -4.69% return, which is significantly lower than IBIC's 2.37% return.
TMFS
- 1D
- -1.11%
- 1M
- -3.92%
- YTD
- -4.69%
- 6M
- -6.04%
- 1Y
- -3.97%
- 3Y*
- 6.32%
- 5Y*
- -1.68%
- 10Y*
- —
IBIC
- 1D
- 0.02%
- 1M
- 0.27%
- YTD
- 2.37%
- 6M
- 2.51%
- 1Y
- 4.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TMFS vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
TMFS Motley Fool Small-Cap Growth ETF | -4.69% | -1.59% | 15.41% | 8.29% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.37% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between TMFS and IBIC is -0.17, 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 | -0.17 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023 | -0.02 |
The correlation between TMFS and IBIC shifts across timeframes, from -0.17 (1 year) to -0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TMFS vs. IBIC — Risk / Return Rank
TMFS
IBIC
TMFS vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Small-Cap Growth ETF (TMFS) 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.
| TMFS | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.25 | ||
| Sortino ratioReturn per unit of downside risk | -9.28 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 2.24 | -1.26 |
| Calmar ratioReturn relative to maximum drawdown | -0.25 | 17.27 | -17.52 |
| Martin ratioReturn relative to average drawdown | -0.70 | 67.45 | -68.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TMFS | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.20 | 5.05 | -5.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.07 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 3.49 | -3.17 |
Drawdowns
TMFS vs. IBIC - Drawdown Comparison
The maximum TMFS drawdown since its inception was -48.79%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for TMFS and IBIC.
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Drawdown Indicators
| TMFS | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.79% | -0.90% | -47.89% |
Max Drawdown (1Y)Largest decline over 1 year | -15.73% | -0.26% | -15.47% |
Max Drawdown (3Y)Largest decline over 3 years | -27.05% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -45.68% | — | — |
Current DrawdownCurrent decline from peak | -22.78% | -0.13% | -22.65% |
Average DrawdownAverage peak-to-trough decline | -19.47% | -0.10% | -19.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.68% | 0.07% | +5.61% |
Volatility
TMFS vs. IBIC - Volatility Comparison
Motley Fool Small-Cap Growth ETF (TMFS) has a higher volatility of 5.23% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.33%. This indicates that TMFS'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
| TMFS | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 0.33% | +4.90% |
Volatility (6M)Calculated over the trailing 6-month period | 13.98% | 0.67% | +13.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 0.90% | +18.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.93% | 1.58% | +21.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.52% | 1.58% | +23.94% |
TMFS vs. IBIC - Expense Ratio Comparison
TMFS has a 0.85% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
TMFS vs. IBIC - Dividend Comparison
TMFS has not paid dividends to shareholders, while IBIC's dividend yield for the trailing twelve months is around 3.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% |
TMFS Motley Fool Small-Cap Growth ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% | 2.37% | 5.57% | 2.65% |
Frequently Asked Questions
TMFS and IBIC have a correlation of -0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TMFS has higher volatility (5.23%) compared to IBIC (0.33%). In terms of maximum drawdown, TMFS dropped -48.79% vs IBIC's -0.90%.
On 1-year performance, IBIC leads with 4.54% vs -3.97% for TMFS. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.33%. 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 4.54% return vs -3.97%. 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 0.85% for TMFS.
IBIC has the higher dividend yield at 3.59%, compared with 0.00% for TMFS.
TMFS is categorized as Small Cap Growth Equities, while IBIC is Inflation-Protected Bonds. They also come from different issuers: Motley Fool and iShares. Their fees differ too: 0.85% for TMFS and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (5.05 vs -0.20), 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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