IBIH vs AVGW
Comparison between ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF) and ROUNDHILL AVGO WEEKLYPAY ETF (AVGW, ETF).
IBIH vs AVGW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIH
$50M
AVGW
$50M
Expense Ratio
IBIH
0.10%
AVGW
N/A
Max Drawdown
Winner
IBIH
5.40%
AVGW
46.30%
Sharpe Ratio
IBIH
0.28
Winner
AVGW
0.83
5Y Beta
Winner
IBIH
0.02
AVGW
2.55
IBIH vs AVGW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIH
-0.81%
AVGW
-12.08%
3M
IBIH
-0.11%
Winner
AVGW
+17.59%
6M
Winner
IBIH
+0.97%
AVGW
-4.14%
1Y
IBIH
+4.93%
Winner
AVGW
+34.50%
Max(CAGR)
IBIH
+5.89%
Winner
AVGW
+40.86%
IBIH vs AVGW - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBIH | AVGW |
|---|---|---|
| 2026 | +1.14% | +10.82% |
| 2025 | +8.35% | +20.85% |
| 2024 | +1.95% | N/A |
| 2023 | +4.60% | N/A |
IBIH vs AVGW Drawdown Comparison
The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The maximum drawdown for AVGW was -34.65%, occurring on Mar 30, 2026. Recovery took 90 trading sessions.
The current IBIH drawdown is -1.09%. The current AVGW drawdown is -23.64%.
| Rank | IBIH | AVGW |
|---|---|---|
| #1 | -3.94% Sep 24, 2024 - Feb 28, 2025 | -34.65% Dec 10, 2025 - Apr 22, 2026 |
| #2 | -2.96% Apr 3, 2025 - Jun 25, 2025 | -23.64% Jun 2, 2026 - Jun 5, 2026 |
| #3 | -2.90% Feb 1, 2024 - Jun 5, 2024 | -14.94% Sep 10, 2025 - Oct 28, 2025 |
| #4 | -2.67% Sep 22, 2023 - Nov 3, 2023 | -14.54% Oct 29, 2025 - Nov 26, 2025 |
| #5 | -1.70% Mar 9, 2026 - Apr 17, 2026 | -8.89% Aug 12, 2025 - Sep 5, 2025 |
| #6 | -1.55% Dec 27, 2023 - Feb 1, 2024 | -7.79% May 14, 2026 - May 29, 2026 |
| #7 | -1.15% May 1, 2026 - May 22, 2026 | -6.66% Apr 22, 2026 - May 5, 2026 |
| #8 | -1.15% Mar 3, 2025 - Mar 28, 2025 | -6.51% Nov 28, 2025 - Dec 9, 2025 |
| #9 | -1.07% Jun 5, 2024 - Jun 18, 2024 | -5.52% Jul 30, 2025 - Aug 7, 2025 |
| #10 | -1.05% Nov 8, 2023 - Nov 14, 2023 | -4.32% May 5, 2026 - May 8, 2026 |
| #11 | -1.00% Oct 22, 2025 - Jan 30, 2026 | -3.94% May 8, 2026 - May 14, 2026 |
| #12 | -0.92% Aug 5, 2024 - Aug 21, 2024 | -2.85% Sep 8, 2025 - Sep 10, 2025 |
| #13 | -0.82% Jul 17, 2024 - Jul 31, 2024 | -0.59% Aug 8, 2025 - Aug 12, 2025 |
| #14 | -0.76% Jun 20, 2024 - Jul 5, 2024 | N/A |
| #15 | -0.76% Sep 8, 2025 - Oct 21, 2025 | N/A |
Correlation
Correlation between IBIH and AVGW is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2023 - 2026)
IBIH vs AVGW dividend yield comparison.
| Year | IBIH | AVGW |
|---|---|---|
| 2026 | 0.31% | 22.63% |
| 2025 | 4.68% | 31.15% |
| 2024 | 4.34% | 0.00% |
| 2023 | 0.70% | 0.00% |
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