IBID vs UPGD
Comparison between ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID, ETF) and INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF).
IBID vs UPGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBID
$118M
Winner
UPGD
$118M
Expense Ratio
Winner
IBID
0.10%
UPGD
0.40%
Max Drawdown
Winner
IBID
2.77%
UPGD
64.78%
Sharpe Ratio
IBID
-0.42
Winner
UPGD
0.73
5Y Beta
Winner
IBID
-0.02
UPGD
0.70
P/E Ratio
IBID
N/A
UPGD
32.02
Forward P/E
IBID
N/A
UPGD
19.27
PEG Ratio
IBID
N/A
UPGD
-0.03
5Y Dividends CAGR
IBID
N/A
UPGD
55.56%
5Y EPS CAGR
IBID
N/A
UPGD
11.96%
Debt to Equity
IBID
N/A
UPGD
443.07%
P/S Ratio
IBID
N/A
UPGD
1.83
P/B Ratio
IBID
N/A
UPGD
4.46
IBID vs UPGD - Historical Returns
Returns include dividend reinvestment.
1M
IBID
+0.23%
Winner
UPGD
+2.55%
3M
IBID
+0.51%
Winner
UPGD
+5.14%
6M
IBID
+2.24%
Winner
UPGD
+6.85%
1Y
IBID
+3.34%
Winner
UPGD
+14.65%
5Y(CAGR)
IBID
N/A
UPGD
+8.17%
10Y(CAGR)
IBID
N/A
UPGD
+9.83%
Max(CAGR)
IBID
+5.35%
Winner
UPGD
+8.05%
IBID vs UPGD - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | IBID | UPGD |
|---|---|---|
| 2026 | +2.69% | +13.11% |
| 2025 | +5.68% | +8.98% |
| 2024 | +4.84% | +13.80% |
| 2023 | +2.61% | +16.47% |
| 2022 | N/A | -13.97% |
| 2021 | N/A | +25.57% |
| 2020 | N/A | +6.10% |
| 2019 | N/A | +30.23% |
| 2018 | N/A | -15.51% |
| 2017 | N/A | +12.33% |
| 2016 | N/A | +21.96% |
| 2015 | N/A | -5.93% |
| 2014 | N/A | +5.65% |
| 2013 | N/A | +39.25% |
| 2012 | N/A | +12.96% |
| 2011 | N/A | -3.39% |
| 2010 | N/A | +25.78% |
| 2009 | N/A | +51.42% |
| 2008 | N/A | -38.29% |
| 2007 | N/A | +2.96% |
| 2006 | N/A | -14.71% |
IBID vs UPGD Drawdown Comparison
The maximum drawdown for IBID was -1.28%, occurring on Oct 3, 2023. Recovery took 32 trading sessions.
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The current IBID drawdown is -0.10%. The current UPGD drawdown is -0.94%.
| Rank | IBID | UPGD |
|---|---|---|
| #1 | -1.28% Sep 18, 2023 - Nov 1, 2023 | -60.86% May 23, 2006 - Dec 3, 2010 |
| #2 | -1.00% Jan 12, 2024 - Mar 22, 2024 | -50.19% Aug 29, 2018 - Dec 3, 2020 |
| #3 | -0.99% Apr 30, 2025 - Jul 11, 2025 | -28.87% Apr 29, 2011 - Mar 15, 2012 |
| #4 | -0.92% Sep 24, 2024 - Jan 15, 2025 | -27.28% Jun 23, 2015 - Nov 18, 2016 |
| #5 | -0.74% Apr 3, 2025 - Apr 25, 2025 | -24.31% Nov 9, 2021 - Feb 27, 2024 |
| #6 | -0.64% Mar 22, 2024 - May 3, 2024 | -16.90% Nov 29, 2024 - Aug 22, 2025 |
| #7 | -0.64% Nov 3, 2023 - Nov 14, 2023 | -13.43% Mar 26, 2012 - Jan 2, 2013 |
| #8 | -0.55% Jun 8, 2026 - Aug 17, 2026 | -12.68% Jul 3, 2014 - Feb 24, 2015 |
| #9 | -0.47% Dec 1, 2023 - Dec 13, 2023 | -10.11% Jan 26, 2018 - May 16, 2018 |
| #10 | -0.47% Dec 27, 2023 - Jan 12, 2024 | -10.01% Feb 27, 2026 - May 26, 2026 |
| #11 | -0.38% Jun 6, 2024 - Jun 18, 2024 | -8.56% Jun 8, 2021 - Oct 19, 2021 |
| #12 | -0.36% Oct 22, 2025 - Dec 29, 2025 | -6.75% Oct 6, 2025 - Dec 11, 2025 |
| #13 | -0.36% Mar 20, 2026 - Mar 31, 2026 | -6.71% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -0.33% Aug 5, 2024 - Aug 21, 2024 | -6.69% Jul 25, 2017 - Sep 27, 2017 |
| #15 | -0.32% Nov 14, 2023 - Nov 20, 2023 | -6.68% Apr 2, 2014 - Jun 18, 2014 |
Correlation
Correlation between IBID and UPGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2006 - 2026)
IBID vs UPGD dividend yield comparison.
| Year | IBID | UPGD |
|---|---|---|
| 2026 | 2.72% | 0.00% |
| 2025 | 4.43% | 1.75% |
| 2024 | 4.24% | 1.28% |
| 2023 | 0.81% | 1.39% |
| 2022 | 0.00% | 0.72% |
| 2021 | 0.00% | 0.52% |
| 2020 | 0.00% | 0.28% |
| 2019 | 0.00% | 0.20% |
| 2018 | 0.00% | 1.43% |
| 2016 | 0.00% | 1.55% |
| 2015 | 0.00% | 0.93% |
| 2014 | 0.00% | 0.26% |
| 2013 | 0.00% | 0.34% |
| 2012 | 0.00% | 0.35% |
| 2011 | 0.00% | 0.14% |
| 2008 | 0.00% | 0.31% |
| 2007 | 0.00% | 10.64% |
| 2006 | 0.00% | 0.60% |
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