IBID vs SPYC
Comparison between ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID, ETF) and SIMPLIFY US EQUITY PLUS CONVEXITY ETF (SPYC, ETF).
IBID vs SPYC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBID
$112M
Winner
SPYC
$112M
Expense Ratio
Winner
IBID
0.10%
SPYC
0.53%
Max Drawdown
Winner
IBID
2.23%
SPYC
29.33%
Sharpe Ratio
Winner
IBID
0.89
SPYC
0.65
5Y Beta
Winner
IBID
-0.02
SPYC
1.24
5Y Dividends CAGR
IBID
N/A
SPYC
34.79%
IBID vs SPYC - Historical Returns
Returns include dividend reinvestment.
1M
IBID
+0.20%
Winner
SPYC
+0.91%
3M
IBID
+1.50%
Winner
SPYC
+11.60%
6M
IBID
+2.50%
Winner
SPYC
+6.31%
1Y
IBID
+4.88%
Winner
SPYC
+14.48%
5Y(CAGR)
IBID
N/A
SPYC
+9.65%
Max(CAGR)
IBID
+5.65%
Winner
SPYC
+12.28%
IBID vs SPYC - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IBID | SPYC |
|---|---|---|
| 2026 | +2.41% | +6.12% |
| 2025 | +5.68% | +16.03% |
| 2024 | +4.84% | +23.46% |
| 2023 | +2.61% | +24.21% |
| 2022 | N/A | -25.63% |
| 2021 | N/A | +31.23% |
| 2020 | N/A | +9.10% |
IBID vs SPYC Drawdown Comparison
The maximum drawdown for IBID was -1.28%, occurring on Oct 3, 2023. Recovery took 32 trading sessions.
The maximum drawdown for SPYC was -28.51%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.
The current IBID drawdown is -0.09%. The current SPYC drawdown is -2.18%.
| Rank | IBID | SPYC |
|---|---|---|
| #1 | -1.28% Sep 18, 2023 - Nov 1, 2023 | -28.51% Dec 27, 2021 - Mar 1, 2024 |
| #2 | -1.00% Jan 12, 2024 - Mar 22, 2024 | -22.81% Dec 4, 2024 - May 16, 2025 |
| #3 | -0.99% Apr 30, 2025 - Jul 11, 2025 | -13.47% Oct 28, 2025 - May 6, 2026 |
| #4 | -0.92% Sep 24, 2024 - Jan 15, 2025 | -11.39% Jul 16, 2024 - Nov 6, 2024 |
| #5 | -0.74% Apr 3, 2025 - Apr 25, 2025 | -7.96% Oct 12, 2020 - Nov 9, 2020 |
| #6 | -0.64% Mar 22, 2024 - May 3, 2024 | -7.24% Mar 28, 2024 - May 15, 2024 |
| #7 | -0.64% Nov 3, 2023 - Nov 14, 2023 | -6.09% Sep 3, 2021 - Oct 25, 2021 |
| #8 | -0.47% Dec 1, 2023 - Dec 13, 2023 | -5.73% Jul 3, 2025 - Sep 11, 2025 |
| #9 | -0.47% Dec 27, 2023 - Jan 12, 2024 | -5.71% Sep 4, 2020 - Oct 7, 2020 |
| #10 | -0.38% Jun 6, 2024 - Jun 18, 2024 | -5.09% Feb 17, 2021 - Mar 15, 2021 |
| #11 | -0.36% Oct 22, 2025 - Dec 29, 2025 | -4.91% Apr 27, 2021 - Jun 28, 2021 |
| #12 | -0.36% Mar 20, 2026 - Mar 31, 2026 | -4.52% Jun 1, 2026 - Jun 10, 2026 |
| #13 | -0.33% Aug 5, 2024 - Aug 21, 2024 | -4.46% May 19, 2025 - Jun 26, 2025 |
| #14 | -0.32% Nov 14, 2023 - Nov 20, 2023 | -4.25% Nov 18, 2021 - Dec 10, 2021 |
| #15 | -0.31% Jul 18, 2024 - Jul 29, 2024 | -4.22% Dec 10, 2021 - Dec 23, 2021 |
Correlation
Correlation between IBID and SPYC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2020 - 2026)
IBID vs SPYC dividend yield comparison.
| Year | IBID | SPYC |
|---|---|---|
| 2026 | 0.29% | 0.22% |
| 2025 | 4.43% | 0.89% |
| 2024 | 4.24% | 1.02% |
| 2023 | 0.81% | 1.76% |
| 2022 | 0.00% | 1.34% |
| 2021 | 0.00% | 1.01% |
| 2020 | 0.00% | 0.40% |
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