UX vs. IBID
UX (Roundhill Uranium ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - UX is a Uranium fund actively managed by Roundhill, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. UX is actively managed, while IBID is passively managed. Over the past year, UX returned -2.19% vs 4.10% for IBID. At a correlation of -0.09, they often move in opposite directions. UX charges 0.75%/yr vs 0.10%/yr for IBID.
Performance
UX vs. IBID - Performance Comparison
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Returns By Period
In the year-to-date period, UX achieves a -7.42% return, which is significantly lower than IBID's 2.05% return.
UX
- 1D
- 0.47%
- 1M
- -7.84%
- YTD
- -7.42%
- 6M
- -7.83%
- 1Y
- -2.19%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBID
- 1D
- 0.11%
- 1M
- -0.11%
- YTD
- 2.05%
- 6M
- 2.10%
- 1Y
- 4.10%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UX vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UX Roundhill Uranium ETF | -7.42% | 18.96% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 2.05% | 4.87% |
Correlation
The correlation between UX 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 Jan 29, 2025 | -0.09 |
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Return for Risk
UX vs. IBID — Risk / Return Rank
UX
IBID
UX vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill Uranium ETF (UX) 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.
| UX | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.40 | ||
| Sortino ratioReturn per unit of downside risk | -5.51 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.76 | -0.74 |
| Calmar ratioReturn relative to maximum drawdown | -0.09 | 7.49 | -7.58 |
| Martin ratioReturn relative to average drawdown | -0.17 | 28.95 | -29.12 |
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Drawdowns
UX vs. IBID - Drawdown Comparison
The maximum UX drawdown since its inception was -25.45%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for UX and IBID.
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Drawdown Indicators
| UX | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.45% | -1.28% | -24.17% |
Max Drawdown (1Y)Largest decline over 1 year | -25.45% | -0.55% | -24.90% |
Current DrawdownCurrent decline from peak | -25.10% | -0.44% | -24.66% |
Average DrawdownAverage peak-to-trough decline | -10.66% | -0.22% | -10.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.16% | 0.14% | +13.02% |
Volatility
UX vs. IBID - Volatility Comparison
Roundhill Uranium ETF (UX) has a higher volatility of 7.84% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.37%. This indicates that UX'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.
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Volatility by Period
| UX | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.84% | 0.37% | +7.47% |
Volatility (6M)Calculated over the trailing 6-month period | 24.33% | 0.86% | +23.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.12% | 1.23% | +32.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.93% | 2.24% | +33.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.93% | 2.24% | +33.69% |
UX vs. IBID - Expense Ratio Comparison
UX has a 0.75% expense ratio, which is higher than IBID's 0.10% expense ratio.
Dividends
UX vs. IBID - Dividend Comparison
UX's dividend yield for the trailing twelve months is around 1.60%, 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% |
UX Roundhill Uranium ETF | 1.60% | 1.48% | 0.00% | 0.00% |
Frequently Asked Questions
UX 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.
UX has higher volatility (7.84%) compared to IBID (0.37%). In terms of maximum drawdown, UX dropped -25.45% vs IBID's -1.28%.
On 1-year performance, IBID leads with 4.10% vs -2.19% for UX. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.37%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBID has performed better with a 4.10% return vs -2.19%. 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 0.75% for UX.
IBID has the higher dividend yield at 3.68%, compared with 1.60% for UX.
UX is categorized as Uranium, while IBID is Inflation-Protected Bonds. They also come from different issuers: Roundhill and iShares. Their fees differ too: 0.75% for UX and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.34 vs -0.06), 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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