IBIC vs LODI
Comparison between ISHARES IBONDS OCT 2026 TERM TIPS ETF (IBIC, ETF) and AAM SLC LOW DURATION INCOME ETF (LODI, ETF).
IBIC vs LODI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIC
$81M
LODI
$80M
Expense Ratio
Winner
IBIC
0.10%
LODI
0.15%
Max Drawdown
IBIC
2.19%
Winner
LODI
1.44%
Sharpe Ratio
Winner
IBIC
0.89
LODI
0.78
5Y Beta
Winner
IBIC
-0.02
LODI
-0.00
IBIC vs LODI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIC
+0.31%
LODI
+0.26%
3M
Winner
IBIC
+1.57%
LODI
+0.64%
6M
Winner
IBIC
+2.47%
LODI
+2.16%
1Y
IBIC
+4.60%
Winner
LODI
+5.68%
Max(CAGR)
Winner
IBIC
+5.45%
LODI
+5.32%
IBIC vs LODI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBIC | LODI |
|---|---|---|
| 2026 | +2.35% | +1.67% |
| 2025 | +4.90% | +6.22% |
| 2024 | +5.29% | +0.26% |
| 2023 | +2.16% | N/A |
IBIC vs LODI Drawdown Comparison
The maximum drawdown for IBIC was -0.90%, occurring on Oct 3, 2023. Recovery took 20 trading sessions.
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
The current IBIC drawdown is -0.13%. The current LODI drawdown is -0.24%.
| Rank | IBIC | LODI |
|---|---|---|
| #1 | -0.90% Sep 18, 2023 - Oct 16, 2023 | -1.01% Apr 4, 2025 - May 16, 2025 |
| #2 | -0.59% Jan 12, 2024 - Mar 1, 2024 | -0.75% Feb 27, 2026 - Apr 20, 2026 |
| #3 | -0.48% Nov 3, 2023 - Nov 20, 2023 | -0.73% Jul 14, 2025 - Aug 4, 2025 |
| #4 | -0.46% Apr 29, 2025 - Jun 30, 2025 | -0.61% Sep 22, 2025 - Sep 29, 2025 |
| #5 | -0.44% Apr 8, 2025 - Apr 28, 2025 | -0.59% Dec 1, 2025 - Jan 5, 2026 |
| #6 | -0.43% Dec 1, 2023 - Dec 13, 2023 | -0.57% Sep 29, 2025 - Nov 17, 2025 |
| #7 | -0.35% Oct 1, 2024 - Nov 7, 2024 | -0.39% Aug 4, 2025 - Aug 27, 2025 |
| #8 | -0.31% Mar 8, 2024 - Mar 21, 2024 | -0.39% Sep 2, 2025 - Sep 19, 2025 |
| #9 | -0.31% Oct 16, 2023 - Oct 20, 2023 | -0.38% Dec 30, 2024 - Jan 16, 2025 |
| #10 | -0.30% Apr 5, 2024 - Apr 23, 2024 | -0.38% Jun 30, 2025 - Jul 14, 2025 |
| #11 | -0.26% Oct 24, 2025 - Nov 21, 2025 | -0.34% Jun 2, 2025 - Jun 9, 2025 |
| #12 | -0.26% Mar 22, 2024 - Apr 4, 2024 | -0.33% Feb 10, 2026 - Feb 27, 2026 |
| #13 | -0.26% Dec 27, 2023 - Jan 11, 2024 | -0.32% Mar 4, 2025 - Apr 1, 2025 |
| #14 | -0.24% Dec 11, 2024 - Dec 31, 2024 | -0.30% Jun 9, 2025 - Jun 20, 2025 |
| #15 | -0.23% Jun 6, 2024 - Jun 18, 2024 | -0.30% Feb 4, 2025 - Feb 14, 2025 |
Correlation
Correlation between IBIC and LODI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2023 - 2026)
IBIC vs LODI dividend yield comparison.
| Year | IBIC | LODI |
|---|---|---|
| 2026 | 0.25% | 2.03% |
| 2025 | 4.43% | 5.11% |
| 2024 | 4.65% | 0.38% |
| 2023 | 0.83% | 0.00% |
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