IBIG vs TAXI
Comparison between ISHARES IBONDS OCT 2030 TERM TIPS ETF (IBIG, ETF) and NORTHERN TRUST INTERMEDIATE TAX-EXEMPT BOND ETF (TAXI, ETF).
IBIG vs TAXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIG
$123M
TAXI
$123M
Expense Ratio
IBIG
0.10%
Winner
TAXI
0.05%
Max Drawdown
IBIG
4.57%
Winner
TAXI
2.43%
Sharpe Ratio
IBIG
0.26
Winner
TAXI
0.90
5Y Beta
Winner
IBIG
0.01
TAXI
0.05
IBIG vs TAXI - Historical Returns
Returns include dividend reinvestment.
1M
IBIG
-0.64%
Winner
TAXI
+0.43%
3M
Winner
IBIG
+0.20%
TAXI
-0.18%
6M
IBIG
+1.19%
Winner
TAXI
+1.47%
1Y
IBIG
+4.63%
TAXI
N/A
Max(CAGR)
Winner
IBIG
+5.91%
TAXI
+5.44%
IBIG vs TAXI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBIG | TAXI |
|---|---|---|
| 2026 | +1.26% | +0.78% |
| 2025 | +7.82% | +3.35% |
| 2024 | +2.81% | N/A |
| 2023 | +4.25% | N/A |
IBIG vs TAXI Drawdown Comparison
The maximum drawdown for IBIG was -3.21%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The maximum drawdown for TAXI was -2.23%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current IBIG drawdown is -0.87%. The current TAXI drawdown is -0.82%.
| Rank | IBIG | TAXI |
|---|---|---|
| #1 | -3.21% Sep 24, 2024 - Feb 28, 2025 | -2.23% Feb 27, 2026 - Mar 24, 2026 |
| #2 | -2.34% Apr 3, 2025 - Apr 30, 2025 | -0.42% Sep 17, 2025 - Oct 10, 2025 |
| #3 | -2.33% Feb 1, 2024 - Jun 4, 2024 | -0.25% Nov 11, 2025 - Nov 24, 2025 |
| #4 | -2.25% Sep 22, 2023 - Nov 3, 2023 | -0.20% Oct 22, 2025 - Nov 10, 2025 |
| #5 | -1.44% Apr 30, 2025 - Jun 25, 2025 | -0.17% Jan 16, 2026 - Jan 27, 2026 |
| #6 | -1.35% Mar 17, 2026 - Apr 14, 2026 | -0.13% Nov 28, 2025 - Dec 8, 2025 |
| #7 | -1.26% Dec 27, 2023 - Jan 31, 2024 | -0.08% Aug 27, 2025 - Sep 3, 2025 |
| #8 | -0.94% Mar 3, 2025 - Mar 27, 2025 | -0.08% Jan 9, 2026 - Jan 14, 2026 |
| #9 | -0.93% Jun 5, 2024 - Jun 18, 2024 | -0.07% Aug 19, 2025 - Aug 22, 2025 |
| #10 | -0.89% May 1, 2026 - May 22, 2026 | -0.06% Dec 29, 2025 - Jan 2, 2026 |
| #11 | -0.88% Nov 8, 2023 - Nov 14, 2023 | -0.04% Aug 22, 2025 - Aug 27, 2025 |
| #12 | -0.81% Oct 22, 2025 - Jan 29, 2026 | -0.04% Sep 11, 2025 - Sep 15, 2025 |
| #13 | -0.79% Aug 5, 2024 - Aug 21, 2024 | -0.04% Dec 9, 2025 - Dec 15, 2025 |
| #14 | -0.64% Sep 8, 2025 - Oct 22, 2025 | -0.03% Sep 8, 2025 - Sep 10, 2025 |
| #15 | -0.62% Nov 20, 2023 - Nov 28, 2023 | -0.03% Dec 19, 2025 - Dec 24, 2025 |
Correlation
Correlation between IBIG and TAXI is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2023 - 2026)
IBIG vs TAXI dividend yield comparison.
| Year | IBIG | TAXI |
|---|---|---|
| 2026 | 0.26% | 1.15% |
| 2025 | 4.70% | 0.85% |
| 2024 | 4.15% | 0.00% |
| 2023 | 0.78% | 0.00% |
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