TMFX vs. IBIC
TMFX (Motley Fool Next Index ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - TMFX is a Mid Cap Growth Equities fund tracking the Motley Fool Next Index, while IBIC is a Inflation-Protected Bonds fund tracking the ICE 2026 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, TMFX returned 11.91% vs 4.38% for IBIC. At a correlation of -0.02, they often move in opposite directions. TMFX charges 0.50%/yr vs 0.10%/yr for IBIC.
Performance
TMFX vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, TMFX achieves a 2.16% return, which is significantly lower than IBIC's 2.39% return.
TMFX
- 1D
- -0.61%
- 1M
- 0.77%
- YTD
- 2.16%
- 6M
- -0.33%
- 1Y
- 11.91%
- 3Y*
- 12.55%
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- 0.06%
- 1M
- 0.08%
- YTD
- 2.39%
- 6M
- 2.49%
- 1Y
- 4.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TMFX vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
TMFX Motley Fool Next Index ETF | 2.16% | 10.41% | 16.04% | 9.79% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.39% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between TMFX and IBIC is -0.15, 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 | -0.15 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | -0.02 |
The correlation between TMFX and IBIC shifts across timeframes, from -0.15 (1 year) to -0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
TMFX vs. IBIC — Risk / Return Rank
TMFX
IBIC
TMFX vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Motley Fool Next Index ETF (TMFX) 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.
| TMFX | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.24 | ||
| Sortino ratioReturn per unit of downside risk | -7.80 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 2.21 | -1.09 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 16.41 | -15.56 |
| Martin ratioReturn relative to average drawdown | 2.72 | 58.11 | -55.39 |
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Drawdowns
TMFX vs. IBIC - Drawdown Comparison
The maximum TMFX drawdown since its inception was -34.72%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for TMFX and IBIC.
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Drawdown Indicators
| TMFX | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.72% | -0.90% | -33.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.95% | -0.27% | -13.68% |
Max Drawdown (3Y)Largest decline over 3 years | -24.05% | — | — |
Current DrawdownCurrent decline from peak | -3.61% | -0.11% | -3.50% |
Average DrawdownAverage peak-to-trough decline | -14.58% | -0.10% | -14.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.39% | 0.08% | +4.31% |
Volatility
TMFX vs. IBIC - Volatility Comparison
Motley Fool Next Index ETF (TMFX) has a higher volatility of 5.37% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.16%. This indicates that TMFX'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
| TMFX | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.37% | 0.16% | +5.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.82% | 0.67% | +12.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.16% | 0.89% | +16.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.34% | 1.57% | +21.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.34% | 1.57% | +21.77% |
TMFX vs. IBIC - Expense Ratio Comparison
TMFX has a 0.50% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
TMFX vs. IBIC - Dividend Comparison
TMFX's dividend yield for the trailing twelve months is around 0.05%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% |
TMFX Motley Fool Next Index ETF | 0.05% | 0.05% | 0.06% | 0.16% | 0.22% |
Frequently Asked Questions
TMFX and IBIC have a correlation of -0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TMFX has higher volatility (5.37%) compared to IBIC (0.16%). In terms of maximum drawdown, TMFX dropped -34.72% vs IBIC's -0.90%.
On 1-year performance, TMFX leads with 11.91% vs 4.38% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.16%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, TMFX has performed better with a 11.91% return vs 4.38%. 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 0.50% for TMFX.
IBIC has the higher dividend yield at 3.59%, compared with 0.05% for TMFX.
TMFX is categorized as Mid Cap Growth Equities, while IBIC is Inflation-Protected Bonds. TMFX tracks Motley Fool Next Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Motley Fool and iShares. Their fees differ too: 0.50% for TMFX and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.94 vs 0.70), 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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