VLUE vs. IBIC
VLUE (iShares MSCI USA Value Factor ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - VLUE is a Large Cap Value Equities fund tracking the MSCI USA Enhanced Value 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, VLUE returned 89.78% vs 4.38% for IBIC. At a correlation of -0.01, they often move in opposite directions. VLUE charges 0.15%/yr vs 0.10%/yr for IBIC.
Performance
VLUE vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, VLUE achieves a 50.50% return, which is significantly higher than IBIC's 2.39% return.
VLUE
- 1D
- 2.13%
- 1M
- 9.37%
- YTD
- 50.50%
- 6M
- 49.56%
- 1Y
- 89.78%
- 3Y*
- 34.06%
- 5Y*
- 17.54%
- 10Y*
- 15.97%
IBIC
- 1D
- 0.06%
- 1M
- 0.08%
- YTD
- 2.39%
- 6M
- 2.49%
- 1Y
- 4.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VLUE vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VLUE iShares MSCI USA Value Factor ETF | 50.50% | 32.67% | 7.25% | 8.11% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.39% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between VLUE and IBIC is -0.10, 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 | -0.10 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | -0.01 |
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Return for Risk
VLUE vs. IBIC — Risk / Return Rank
VLUE
IBIC
VLUE vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI USA Value Factor ETF (VLUE) 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.
| VLUE | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -2.87 | ||
| Omega ratioGain probability vs. loss probability | 1.81 | 2.21 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | 9.99 | 16.41 | -6.43 |
| Martin ratioReturn relative to average drawdown | 41.99 | 58.11 | -16.11 |
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Drawdowns
VLUE vs. IBIC - Drawdown Comparison
The maximum VLUE drawdown since its inception was -39.47%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for VLUE and IBIC.
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Drawdown Indicators
| VLUE | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -39.47% | -0.90% | -38.57% |
Max Drawdown (1Y)Largest decline over 1 year | -9.04% | -0.27% | -8.77% |
Max Drawdown (3Y)Largest decline over 3 years | -17.89% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.12% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -39.47% | — | — |
Current DrawdownCurrent decline from peak | 0.00% | -0.11% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -6.00% | -0.10% | -5.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.15% | 0.08% | +2.07% |
Volatility
VLUE vs. IBIC - Volatility Comparison
iShares MSCI USA Value Factor ETF (VLUE) has a higher volatility of 8.92% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.16%. This indicates that VLUE'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
| VLUE | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.92% | 0.16% | +8.76% |
Volatility (6M)Calculated over the trailing 6-month period | 15.67% | 0.67% | +15.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.74% | 0.89% | +17.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.05% | 1.57% | +16.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.96% | 1.57% | +18.39% |
VLUE vs. IBIC - Expense Ratio Comparison
VLUE has a 0.15% expense ratio, which is higher than IBIC's 0.10% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
VLUE vs. IBIC - Dividend Comparison
VLUE's dividend yield for the trailing twelve months is around 1.37%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VLUE iShares MSCI USA Value Factor ETF | 1.37% | 2.11% | 2.73% | 2.66% | 3.18% | 2.22% | 2.42% | 2.61% | 2.70% | 2.14% | 2.07% | 2.39% |
Frequently Asked Questions
VLUE and IBIC have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VLUE has higher volatility (8.92%) compared to IBIC (0.16%). In terms of maximum drawdown, VLUE dropped -39.47% vs IBIC's -0.90%.
On 1-year performance, VLUE leads with 89.78% 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, VLUE has performed better with a 89.78% 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 0.15% for VLUE.
IBIC has the higher dividend yield at 3.59%, compared with 1.37% for VLUE.
VLUE is categorized as Large Cap Value Equities, while IBIC is Inflation-Protected Bonds. VLUE tracks MSCI USA Enhanced Value Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. Their fees differ too: 0.15% for VLUE and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.94 vs 4.83), 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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