IBIC vs WLDR
Comparison between ISHARES IBONDS OCT 2026 TERM TIPS ETF (IBIC, ETF) and AFFINITY WORLD LEADERS EQUITY ETF (WLDR, ETF).
IBIC vs WLDR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIC
$86M
WLDR
$86M
Expense Ratio
Winner
IBIC
0.10%
WLDR
0.67%
Max Drawdown
Winner
IBIC
2.26%
WLDR
47.10%
Sharpe Ratio
IBIC
0.25
Winner
WLDR
2.15
5Y Beta
Winner
IBIC
-0.02
WLDR
0.88
P/E Ratio
IBIC
N/A
WLDR
17.90
Forward P/E
IBIC
N/A
WLDR
10.79
PEG Ratio
IBIC
N/A
WLDR
0.15
5Y Dividends CAGR
IBIC
N/A
WLDR
44.43%
5Y EPS CAGR
IBIC
N/A
WLDR
16.00%
Debt to Equity
IBIC
N/A
WLDR
-236.53%
P/S Ratio
IBIC
N/A
WLDR
1.26
P/B Ratio
IBIC
N/A
WLDR
2.46
IBIC vs WLDR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIC
+0.18%
WLDR
-3.10%
3M
IBIC
+0.87%
Winner
WLDR
+13.22%
6M
IBIC
+2.35%
Winner
WLDR
+22.44%
1Y
IBIC
+4.04%
Winner
WLDR
+47.06%
5Y(CAGR)
IBIC
N/A
WLDR
+18.56%
10Y(CAGR)
IBIC
N/A
WLDR
+12.19%
Max(CAGR)
IBIC
+5.27%
Winner
WLDR
+12.19%
IBIC vs WLDR - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | IBIC | WLDR |
|---|---|---|
| 2026 | +2.55% | +27.09% |
| 2025 | +4.90% | +31.30% |
| 2024 | +5.29% | +23.05% |
| 2023 | +2.16% | +18.92% |
| 2022 | N/A | -10.58% |
| 2021 | N/A | +27.00% |
| 2020 | N/A | -2.46% |
| 2019 | N/A | +20.67% |
| 2018 | N/A | -20.27% |
IBIC vs WLDR Drawdown Comparison
The maximum drawdown for IBIC was -0.90%, occurring on Oct 3, 2023. Recovery took 20 trading sessions.
The maximum drawdown for WLDR was -44.70%, occurring on Mar 23, 2020. Recovery took 658 trading sessions.
The current IBIC drawdown is -0.06%. The current WLDR drawdown is -3.19%.
| Rank | IBIC | WLDR |
|---|---|---|
| #1 | -0.90% Sep 18, 2023 - Oct 16, 2023 | -44.70% Jul 27, 2018 - Mar 10, 2021 |
| #2 | -0.59% Jan 12, 2024 - Mar 1, 2024 | -23.78% Jan 12, 2022 - Jul 13, 2023 |
| #3 | -0.48% Nov 3, 2023 - Nov 20, 2023 | -20.30% Feb 19, 2025 - Jun 3, 2025 |
| #4 | -0.46% Apr 29, 2025 - Jun 30, 2025 | -12.01% Jan 26, 2018 - Jul 27, 2018 |
| #5 | -0.44% Apr 8, 2025 - Apr 28, 2025 | -10.36% Jul 18, 2023 - Dec 12, 2023 |
| #6 | -0.43% Dec 1, 2023 - Dec 13, 2023 | -8.86% Feb 25, 2026 - Apr 14, 2026 |
| #7 | -0.35% Oct 1, 2024 - Nov 7, 2024 | -8.32% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -0.31% Mar 8, 2024 - Mar 21, 2024 | -7.24% Oct 1, 2025 - Dec 8, 2025 |
| #9 | -0.31% Oct 16, 2023 - Oct 20, 2023 | -6.92% Dec 6, 2024 - Feb 14, 2025 |
| #10 | -0.30% Apr 5, 2024 - Apr 23, 2024 | -6.65% Nov 12, 2021 - Dec 27, 2021 |
| #11 | -0.27% May 19, 2026 - Jul 7, 2026 | -6.01% Jun 15, 2026 - Jul 20, 2026 |
| #12 | -0.26% Oct 24, 2025 - Nov 21, 2025 | -6.00% Oct 16, 2024 - Nov 25, 2024 |
| #13 | -0.26% Mar 22, 2024 - Apr 4, 2024 | -5.63% Jun 1, 2026 - Jun 15, 2026 |
| #14 | -0.26% Dec 27, 2023 - Jan 11, 2024 | -4.97% Apr 5, 2024 - May 15, 2024 |
| #15 | -0.24% Dec 11, 2024 - Dec 31, 2024 | -4.97% Jun 8, 2021 - Jul 29, 2021 |
Correlation
Correlation between IBIC and WLDR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2018 - 2026)
IBIC vs WLDR dividend yield comparison.
| Year | IBIC | WLDR |
|---|---|---|
| 2026 | 2.50% | 0.59% |
| 2025 | 4.43% | 9.01% |
| 2024 | 4.65% | 13.99% |
| 2023 | 0.83% | 2.28% |
| 2022 | 0.00% | 2.10% |
| 2021 | 0.00% | 7.55% |
| 2020 | 0.00% | 1.80% |
| 2019 | 0.00% | 2.48% |
| 2018 | 0.00% | 2.82% |
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