XUDV vs. IBIC
XUDV (Franklin U.S. Dividend Booster Index ETF) and IBIC (iShares iBonds Oct 2026 Term TIPS ETF) are both exchange-traded funds - XUDV is a Dividend fund tracking the VettaFi New Frontier U.S. Dividend Select 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, XUDV returned 29.58% vs 4.54% for IBIC. At a correlation of -0.13, they often move in opposite directions. XUDV charges 0.09%/yr vs 0.10%/yr for IBIC.
Performance
XUDV vs. IBIC - Performance Comparison
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Returns By Period
In the year-to-date period, XUDV achieves a 19.02% return, which is significantly higher than IBIC's 2.37% return.
XUDV
- 1D
- -1.47%
- 1M
- 4.20%
- YTD
- 19.02%
- 6M
- 19.23%
- 1Y
- 29.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- 0.02%
- 1M
- 0.27%
- YTD
- 2.37%
- 6M
- 2.51%
- 1Y
- 4.54%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XUDV vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XUDV Franklin U.S. Dividend Booster Index ETF | 19.02% | 8.24% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 2.37% | 4.41% |
Correlation
The correlation between XUDV and IBIC is -0.07, 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 | -0.07 |
Correlation (All Time) Calculated using the full available price history since Jan 24, 2025 | -0.13 |
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Return for Risk
XUDV vs. IBIC — Risk / Return Rank
XUDV
IBIC
XUDV vs. IBIC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Franklin U.S. Dividend Booster Index ETF (XUDV) 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.
| XUDV | IBIC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.62 | ||
| Sortino ratioReturn per unit of downside risk | -5.70 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 2.24 | -0.84 |
| Calmar ratioReturn relative to maximum drawdown | 4.69 | 17.27 | -12.58 |
| Martin ratioReturn relative to average drawdown | 15.94 | 67.45 | -51.51 |
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
| XUDV | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.43 | 5.05 | -2.62 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.26 | 3.49 | -2.23 |
Drawdowns
XUDV vs. IBIC - Drawdown Comparison
The maximum XUDV drawdown since its inception was -15.98%, which is greater than IBIC's maximum drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for XUDV and IBIC.
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Drawdown Indicators
| XUDV | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.98% | -0.90% | -15.08% |
Max Drawdown (1Y)Largest decline over 1 year | -6.34% | -0.26% | -6.08% |
Current DrawdownCurrent decline from peak | -1.85% | -0.13% | -1.72% |
Average DrawdownAverage peak-to-trough decline | -2.10% | -0.10% | -2.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 0.07% | +1.79% |
Volatility
XUDV vs. IBIC - Volatility Comparison
Franklin U.S. Dividend Booster Index ETF (XUDV) has a higher volatility of 3.69% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.33%. This indicates that XUDV'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
| XUDV | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.69% | 0.33% | +3.36% |
Volatility (6M)Calculated over the trailing 6-month period | 8.25% | 0.67% | +7.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.27% | 0.90% | +11.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.34% | 1.58% | +14.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.34% | 1.58% | +14.76% |
XUDV vs. IBIC - Expense Ratio Comparison
XUDV has a 0.09% expense ratio, which is lower than IBIC's 0.10% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
XUDV vs. IBIC - Dividend Comparison
XUDV's dividend yield for the trailing twelve months is around 3.48%, less than IBIC's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 3.59% | 4.43% | 4.65% | 0.83% |
XUDV Franklin U.S. Dividend Booster Index ETF | 3.48% | 3.80% | 0.00% | 0.00% |
Frequently Asked Questions
XUDV and IBIC have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XUDV has higher volatility (3.69%) compared to IBIC (0.33%). In terms of maximum drawdown, XUDV dropped -15.98% vs IBIC's -0.90%.
On 1-year performance, XUDV leads with 29.58% vs 4.54% for IBIC. On fees, XUDV is cheaper at 0.09% per year. On volatility, IBIC has been the lower-risk option at 0.33%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XUDV has performed better with a 29.58% return vs 4.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
XUDV is cheaper with a 0.09% expense ratio, compared with 0.10% for IBIC.
IBIC has the higher dividend yield at 3.59%, compared with 3.48% for XUDV.
XUDV is categorized as Dividend, while IBIC is Inflation-Protected Bonds. XUDV tracks VettaFi New Frontier U.S. Dividend Select Index, while IBIC tracks ICE 2026 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Franklin and iShares. Their fees differ too: 0.09% for XUDV and 0.10% for IBIC.
IBIC currently has the higher Sharpe Ratio (5.05 vs 2.43), 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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