UBR vs. IBID
UBR (ProShares Ultra MSCI Brazil) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - UBR is a Leveraged Equities fund tracking the MSCI Brazil Index (200%), while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. Both are passively managed. Over the past year, UBR returned 56.81% vs 4.83% for IBID. At a 0.08 correlation, their price movements are largely independent. UBR charges 0.95%/yr vs 0.10%/yr for IBID.
Performance
UBR vs. IBID - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UBR achieves a 13.03% return, which is significantly higher than IBID's 2.46% return.
UBR
- 1D
- -5.40%
- 1M
- -21.46%
- YTD
- 13.03%
- 6M
- 3.25%
- 1Y
- 56.81%
- 3Y*
- 8.90%
- 5Y*
- -5.17%
- 10Y*
- -1.90%
IBID
- 1D
- 0.08%
- 1M
- 0.49%
- YTD
- 2.46%
- 6M
- 2.57%
- 1Y
- 4.83%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UBR vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
UBR ProShares Ultra MSCI Brazil | 13.03% | 96.11% | -57.05% | 20.27% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 2.46% | 5.66% | 4.71% | 2.61% |
Correlation
The correlation between UBR and IBID is -0.14, 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 | -0.14 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 2023 | 0.08 |
The correlation between UBR and IBID shifts across timeframes, from -0.14 (1 year) to 0.08 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
UBR vs. IBID — Risk / Return Rank
UBR
IBID
UBR vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra MSCI Brazil (UBR) 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.
| UBR | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.76 | ||
| Sortino ratioReturn per unit of downside risk | -5.08 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.94 | -0.72 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | 13.33 | -11.51 |
| Martin ratioReturn relative to average drawdown | 5.36 | 39.52 | -34.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| UBR | IBID | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 3.91 | -2.76 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.09 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.03 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.20 | 2.56 | -2.75 |
Drawdowns
UBR vs. IBID - Drawdown Comparison
The maximum UBR drawdown since its inception was -97.15%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for UBR and IBID.
Loading charts...
Drawdown Indicators
| UBR | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -97.15% | -1.28% | -95.87% |
Max Drawdown (1Y)Largest decline over 1 year | -31.50% | -0.36% | -31.14% |
Max Drawdown (3Y)Largest decline over 3 years | -58.11% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -67.07% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -87.57% | — | — |
Current DrawdownCurrent decline from peak | -92.84% | 0.00% | -92.84% |
Average DrawdownAverage peak-to-trough decline | -77.90% | -0.22% | -77.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.63% | 0.12% | +10.51% |
Volatility
UBR vs. IBID - Volatility Comparison
ProShares Ultra MSCI Brazil (UBR) has a higher volatility of 15.51% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.32%. This indicates that UBR'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.
Loading charts...
Volatility by Period
| UBR | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.51% | 0.32% | +15.19% |
Volatility (6M)Calculated over the trailing 6-month period | 41.58% | 0.80% | +40.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.62% | 1.25% | +48.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 55.66% | 2.25% | +53.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 66.68% | 2.25% | +64.43% |
UBR vs. IBID - Expense Ratio Comparison
UBR has a 0.95% expense ratio, which is higher than IBID's 0.10% expense ratio.
Dividends
UBR vs. IBID - Dividend Comparison
UBR's dividend yield for the trailing twelve months is around 1.85%, less than IBID's 3.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
IBID iShares iBonds Oct 2027 Term TIPS ETF | 3.66% | 4.43% | 4.24% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UBR ProShares Ultra MSCI Brazil | 1.85% | 2.05% | 8.09% | 1.15% | 0.00% | 0.00% | 0.00% | 0.53% | 0.13% |
Frequently Asked Questions
UBR and IBID have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBR has higher volatility (15.51%) compared to IBID (0.32%). In terms of maximum drawdown, UBR dropped -97.15% vs IBID's -1.28%.
On 1-year performance, UBR leads with 56.81% vs 4.83% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.32%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, UBR has performed better with a 56.81% return vs 4.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBID is cheaper with a 0.10% expense ratio, compared with 0.95% for UBR.
IBID has the higher dividend yield at 3.66%, compared with 1.85% for UBR.
UBR is categorized as Leveraged Equities, while IBID is Inflation-Protected Bonds. UBR tracks MSCI Brazil Index (200%), while IBID tracks ICE 2027 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: ProShares and iShares. Their fees differ too: 0.95% for UBR and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.91 vs 1.15), 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.
Find the right allocation for UBR and IBID
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer