XSHQ vs. IBIC
XSHQ (Invesco S&P SmallCap Quality ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - XSHQ is a Small Cap Growth Equities fund tracking the S&P SmallCap 600 Quality 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, XSHQ returned 17.70% vs 4.42% for IBIC. At a correlation of -0.02, they often move in opposite directions. XSHQ charges 0.29%/yr vs 0.10%/yr for IBIC.
Performance
XSHQ vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, XSHQ achieves a 11.54% return, which is significantly higher than IBIC's 2.43% return.
XSHQ
- 1D
- -0.74%
- 1M
- 2.36%
- YTD
- 11.54%
- 6M
- 9.12%
- 1Y
- 17.70%
- 3Y*
- 12.17%
- 5Y*
- 6.38%
- 10Y*
- —
IBIC
- 1D
- 0.04%
- 1M
- 0.12%
- YTD
- 2.43%
- 6M
- 2.57%
- 1Y
- 4.42%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XSHQ vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
XSHQ Invesco S&P SmallCap Quality ETF | 11.54% | 0.89% | 7.49% | 9.87% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.43% | 4.96% | 5.25% | 2.17% |
Correlation
The correlation between XSHQ and IBIC is -0.18, 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 | -0.18 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | -0.02 |
The correlation between XSHQ and IBIC shifts across timeframes, from -0.18 (1 year) to -0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
XSHQ vs. IBIC — Risk / Return Rank
XSHQ
IBIC
XSHQ vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Quality ETF (XSHQ) 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.
| XSHQ | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.97 | ||
| Sortino ratioReturn per unit of downside risk | -7.34 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 2.22 | -1.04 |
| Calmar ratioReturn relative to maximum drawdown | 1.73 | 16.56 | -14.83 |
| Martin ratioReturn relative to average drawdown | 4.75 | 58.67 | -53.93 |
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Drawdowns
XSHQ vs. IBIC - Drawdown Comparison
The maximum XSHQ drawdown since its inception was -38.33%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for XSHQ and IBIC.
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Drawdown Indicators
| XSHQ | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.33% | -0.90% | -37.43% |
Max Drawdown (1Y)Largest decline over 1 year | -10.27% | -0.27% | -10.00% |
Max Drawdown (3Y)Largest decline over 3 years | -27.34% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -27.34% | — | — |
Current DrawdownCurrent decline from peak | -0.74% | -0.08% | -0.66% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -0.10% | -9.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 0.08% | +3.66% |
Volatility
XSHQ vs. IBIC - Volatility Comparison
Invesco S&P SmallCap Quality ETF (XSHQ) has a higher volatility of 4.09% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.17%. This indicates that XSHQ'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
| XSHQ | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 0.17% | +3.92% |
Volatility (6M)Calculated over the trailing 6-month period | 11.87% | 0.67% | +11.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.52% | 0.89% | +16.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.22% | 1.56% | +19.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.09% | 1.56% | +21.53% |
XSHQ vs. IBIC - Expense Ratio Comparison
XSHQ has a 0.29% expense ratio, which is higher than IBIC's 0.10% expense ratio.
Dividends
XSHQ vs. IBIC - Dividend Comparison
XSHQ's dividend yield for the trailing twelve months is around 1.21%, less than IBIC's 3.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.58% | 4.43% | 4.65% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XSHQ Invesco S&P SmallCap Quality ETF | 1.21% | 1.48% | 1.18% | 1.15% | 2.02% | 1.25% | 1.24% | 1.11% | 1.16% | 0.60% |
Frequently Asked Questions
XSHQ and IBIC have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XSHQ has higher volatility (4.09%) compared to IBIC (0.17%). In terms of maximum drawdown, XSHQ dropped -38.33% vs IBIC's -0.90%.
On 1-year performance, XSHQ leads with 17.70% vs 4.42% for IBIC. On fees, IBIC is cheaper at 0.10% per year. On volatility, IBIC has been the lower-risk option at 0.17%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XSHQ has performed better with a 17.70% return vs 4.42%. 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 0.29% for XSHQ.
IBIC has the higher dividend yield at 3.58%, compared with 1.21% for XSHQ.
XSHQ is categorized as Small Cap Growth Equities, while IBIC is Inflation-Protected Bonds. XSHQ tracks S&P SmallCap 600 Quality Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Invesco and iShares. Their fees differ too: 0.29% for XSHQ and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (4.99 vs 1.02), 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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