StockComparison Logo
vs

IBCB vs MSFO

Comparison between ISHARES IBONDS MAR 2016 CORPORATE EXFINANCIALS ETF (IBCB, ETF) and YIELDMAX(R) MSFT OPTION INCOME STRATEGY ETF (MSFO, ETF).

IBCB vs MSFO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBCB
$79M
MSFO
$79M
Expense Ratio
Winner
IBCB
0.10%
MSFO
1.03%
Max Drawdown
IBCB
75.41%
Winner
MSFO
57.17%
Sharpe Ratio
IBCB
-1.35
Winner
MSFO
-0.98
5Y Beta
Winner
IBCB
0.23
MSFO
0.72

IBCB vs MSFO - Holdings Comparison

IBCB and MSFO have 0 common holdings. Overlap is 0.00%

IBCB's top 25 holdings weight is 27.65%. MSFO's top 25 holdings weight is 2.59%.

RankIBCBMSFO
#1
META PLATFORMS INC 5.25% (n/a) - 2.25%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.59%
#2
AMAZON.COM, INC. 4.875% (n/a) - 2.19%
N/A
#3
n/a (n/a) - 2.01%
N/A
#4
n/a (n/a) - 1.96%
N/A
#5
ORACLE CORP. 5.7% (n/a) - 1.85%
N/A
#6
SALESFORCE INC. 5.55% (n/a) - 1.72%
N/A
#7
ALPHABET INC. 4.8% (n/a) - 1.63%
N/A
#8
NVIDIA CORP. 4.95% (n/a) - 1.36%
N/A
#9
ABBOTT LABORATORIES 4.65% (n/a) - 1.33%
N/A
#10
HONEYWELL AEROSPACE INC. 4.95% (n/a) - 1.20%
N/A
#11
VERIZON COMMUNICATIONS INC. 5% (n/a) - 0.90%
N/A
#12
INTEL CORPORATION 5.3% (n/a) - 0.88%
N/A
#13
BROADCOM INC 4.8% (n/a) - 0.88%
N/A
#14
TELEFONICA EMISIONES S.A.U. 7.045% (n/a) - 0.85%
N/A
#15
NOVARTIS CAPITAL CORPORATION 4.9% (n/a) - 0.84%
N/A
#16
BROADCOM INC 3.187% (n/a) - 0.79%
N/A
#17
EATON CORP. 4.8% (n/a) - 0.77%
N/A
#18
AMGEN INC. 4.85% (n/a) - 0.74%
N/A
#19
n/a (n/a) - 0.70%
N/A
#20
OCCIDENTAL PETROLEUM CORP. 6.45% (n/a) - 0.69%
N/A
#21
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC. 6.2% (n/a) - 0.45%
N/A
#22
ALEXANDRIA REAL ESTATE EQUITIES, INC. 5.25% (n/a) - 0.43%
N/A
#23
n/a (n/a) - 0.41%
N/A
#24
PLAINS ALL AMERICAN PIPELINE L.P. 5.6% (n/a) - 0.41%
N/A
#25
APPLE INC. 4.5% (n/a) - 0.41%
N/A
Total Holdings2411

IBCB vs MSFO - Historical Returns

Returns include dividend reinvestment.

1M
IBCB
-1.74%
Winner
MSFO
+0.77%
3M
Winner
IBCB
-1.84%
MSFO
-8.51%
6M
IBCB
N/A
MSFO
-15.24%
1Y
IBCB
N/A
MSFO
-19.78%
10Y(CAGR)
IBCB
-12.61%
MSFO
N/A
Max(CAGR)
IBCB
-12.31%
Winner
MSFO
+7.41%

IBCB vs MSFO - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearIBCBMSFO
2026-0.01%-16.58%
2025N/A+15.23%
2024N/A+11.85%
2023N/A+18.32%
2016+0.23%N/A

IBCB vs MSFO Drawdown Comparison

The maximum drawdown for IBCB was -75.23%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for MSFO was -29.58%, occurring on Jun 25, 2026. This drawdown has not yet recovered.

The current IBCB drawdown is -75.14%. The current MSFO drawdown is -25.12%.

RankIBCBMSFO
#1-75.23%
Jan 13, 2016 - Mar 27, 2026
-29.58%
Oct 28, 2025 - Jun 25, 2026
#2-0.28%
Jan 7, 2016 - Jan 13, 2016
-19.13%
Jul 5, 2024 - May 27, 2025
#3-0.02%
Jan 5, 2016 - Jan 7, 2016
-7.30%
Apr 11, 2024 - May 20, 2024
#4N/A-6.81%
Sep 14, 2023 - Oct 24, 2023
#5N/A-6.35%
Aug 4, 2025 - Oct 27, 2025
#6N/A-3.72%
Feb 8, 2024 - Mar 1, 2024
#7N/A-3.65%
Oct 25, 2023 - Nov 1, 2023
#8N/A-3.35%
May 24, 2024 - Jun 11, 2024
#9N/A-2.73%
Nov 28, 2023 - Dec 22, 2023
#10N/A-2.48%
Mar 4, 2024 - Mar 12, 2024
#11N/A-2.01%
Dec 29, 2023 - Jan 8, 2024
#12N/A-1.70%
Mar 22, 2024 - Apr 9, 2024
#13N/A-1.58%
Jul 31, 2025 - Aug 4, 2025
#14N/A-1.43%
Jan 29, 2024 - Feb 2, 2024
#15N/A-1.23%
Jun 30, 2025 - Jul 3, 2025

Correlation

Correlation between IBCB and MSFO is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42
-101

Dividend Comparison (2016 - 2026)

IBCB vs MSFO dividend yield comparison.

YearIBCBMSFO
20261.03%23.24%
20250.00%33.91%
20240.00%35.15%
20230.00%6.44%
20160.06%0.00%

Select Stocks to Compare