VRAI vs. IBTG
VRAI (Virtus Real Asset Income ETF) and IBTG (iShares iBonds Dec 2026 Term Treasury ETF) are both exchange-traded funds - VRAI is a REIT fund tracking the Indxx Real Asset Income Index, while IBTG is a Government Bonds fund tracking the ICE 2026 Maturity US Treasury Index. Both are passively managed. Over the past 5 years, VRAI returned 5.64%/yr vs 0.85%/yr for IBTG. At a 0.02 correlation, their price movements are largely independent. VRAI charges 0.55%/yr vs 0.07%/yr for IBTG.
Performance
VRAI vs. IBTG - Performance Comparison
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Returns By Period
In the year-to-date period, VRAI achieves a 22.49% return, which is significantly higher than IBTG's 1.49% return.
VRAI
- 1D
- 1.14%
- 1M
- 0.11%
- YTD
- 22.49%
- 6M
- 19.28%
- 1Y
- 29.47%
- 3Y*
- 12.52%
- 5Y*
- 5.64%
- 10Y*
- —
IBTG
- 1D
- 0.04%
- 1M
- 0.32%
- YTD
- 1.49%
- 6M
- 1.80%
- 1Y
- 4.10%
- 3Y*
- 4.06%
- 5Y*
- 0.85%
- 10Y*
- —
VRAI vs. IBTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
VRAI Virtus Real Asset Income ETF | 22.49% | 6.67% | 2.66% | 6.12% | -9.96% | 24.35% | 8.33% |
IBTG iShares iBonds Dec 2026 Term Treasury ETF | 1.49% | 4.40% | 3.97% | 4.34% | -8.18% | -3.04% | 3.99% |
Correlation
The correlation between VRAI and IBTG is -0.05, 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 | -0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.08 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Mar 2, 2020 | 0.02 |
The correlation between VRAI and IBTG shifts across timeframes, from -0.05 (1 year) to 0.10 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
VRAI vs. IBTG — Risk / Return Rank
VRAI
IBTG
VRAI vs. IBTG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Real Asset Income ETF (VRAI) and iShares iBonds Dec 2026 Term Treasury ETF (IBTG). 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.
| VRAI | IBTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -5.49 | ||
| Sortino ratioReturn per unit of downside risk | -16.60 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 4.36 | -2.93 |
| Calmar ratioReturn relative to maximum drawdown | 6.14 | 62.89 | -56.74 |
| Martin ratioReturn relative to average drawdown | 19.39 | 253.80 | -234.41 |
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
| VRAI | IBTG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.50 | 7.99 | -5.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.26 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.29 | 0.00 |
Drawdowns
VRAI vs. IBTG - Drawdown Comparison
The maximum VRAI drawdown since its inception was -47.51%, which is greater than IBTG's maximum drawdown of -13.62%. Use the drawdown chart below to compare losses from any high point for VRAI and IBTG.
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Drawdown Indicators
| VRAI | IBTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.51% | -13.62% | -33.89% |
Max Drawdown (1Y)Largest decline over 1 year | -4.82% | -0.07% | -4.75% |
Max Drawdown (3Y)Largest decline over 3 years | -16.89% | -1.27% | -15.62% |
Max Drawdown (5Y)Largest decline over 5 years | -26.71% | -12.31% | -14.40% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.09% | -4.89% | -5.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.52% | 0.02% | +1.50% |
Volatility
VRAI vs. IBTG - Volatility Comparison
Virtus Real Asset Income ETF (VRAI) has a higher volatility of 3.63% compared to iShares iBonds Dec 2026 Term Treasury ETF (IBTG) at 0.12%. This indicates that VRAI's price experiences larger fluctuations and is considered to be riskier than IBTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VRAI | IBTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 0.12% | +3.51% |
Volatility (6M)Calculated over the trailing 6-month period | 8.47% | 0.31% | +8.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.88% | 0.52% | +11.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.65% | 3.27% | +13.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 3.45% | +18.68% |
VRAI vs. IBTG - Expense Ratio Comparison
VRAI has a 0.55% expense ratio, which is higher than IBTG's 0.07% expense ratio.
Dividends
VRAI vs. IBTG - Dividend Comparison
VRAI's dividend yield for the trailing twelve months is around 3.19%, less than IBTG's 3.96% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
IBTG iShares iBonds Dec 2026 Term Treasury ETF | 3.96% | 4.03% | 4.08% | 3.61% | 2.06% | 0.66% | 0.53% | 0.00% |
VRAI Virtus Real Asset Income ETF | 3.19% | 4.68% | 7.13% | 5.02% | 4.48% | 3.34% | 3.91% | 2.80% |
Frequently Asked Questions
VRAI and IBTG have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRAI has higher volatility (3.63%) compared to IBTG (0.12%). In terms of maximum drawdown, VRAI dropped -47.51% vs IBTG's -13.62%.
On 5-year performance, VRAI leads with 5.64% vs 0.85% for IBTG. On fees, IBTG is cheaper at 0.07% per year. On volatility, IBTG has been the lower-risk option at 0.12%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, VRAI has performed better with a 5.64% return vs 0.85%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBTG is cheaper with a 0.07% expense ratio, compared with 0.55% for VRAI.
IBTG has the higher dividend yield at 3.96%, compared with 3.19% for VRAI.
VRAI is categorized as REIT, while IBTG is Government Bonds. VRAI tracks Indxx Real Asset Income Index, while IBTG tracks ICE 2026 Maturity US Treasury Index. They also come from different issuers: Virtus Investment Partners and iShares. Their fees differ too: 0.55% for VRAI and 0.07% for IBTG.
IBTG currently has the higher Sharpe Ratio (7.99 vs 2.50), 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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