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IBIH vs BAMB

Comparison between ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF) and Brookstone Intermediate Bond ETF (BAMB, ETF).

IBIH vs BAMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IBIH
$59M
BAMB
$59M
Expense Ratio
Winner
IBIH
0.10%
BAMB
1.03%
Max Drawdown
Winner
IBIH
5.40%
BAMB
5.66%
Sharpe Ratio
Winner
IBIH
-0.31
BAMB
-0.67
5Y Beta
IBIH
0.02
Winner
BAMB
-0.01

IBIH vs BAMB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IBIH
+0.21%
BAMB
-0.73%
3M
Winner
IBIH
-0.76%
BAMB
-1.53%
6M
Winner
IBIH
+0.79%
BAMB
-1.30%
1Y
Winner
IBIH
+2.96%
BAMB
+1.00%
Max(CAGR)
Winner
IBIH
+5.55%
BAMB
+3.68%

IBIH vs BAMB - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearIBIHBAMB
2026+0.98%-1.58%
2025+8.35%+6.15%
2024+1.95%+3.17%
2023+4.60%+2.94%

IBIH vs BAMB Drawdown Comparison

The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.

The maximum drawdown for BAMB was -4.48%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.

The current IBIH drawdown is -1.25%. The current BAMB drawdown is -3.26%.

RankIBIHBAMB
#1-3.94%
Sep 24, 2024 - Feb 28, 2025
-4.48%
Sep 16, 2024 - Apr 3, 2025
#2-2.96%
Apr 3, 2025 - Jun 25, 2025
-3.37%
Feb 27, 2026 - May 19, 2026
#3-2.90%
Feb 1, 2024 - Jun 5, 2024
-2.45%
Apr 4, 2025 - Jun 30, 2025
#4-2.67%
Sep 22, 2023 - Nov 3, 2023
-1.27%
Jun 30, 2025 - Aug 1, 2025
#5-1.70%
Mar 9, 2026 - Apr 17, 2026
-1.21%
Nov 25, 2025 - Feb 12, 2026
#6-1.55%
Dec 27, 2023 - Feb 1, 2024
-1.16%
May 15, 2024 - Jun 4, 2024
#7-1.49%
May 1, 2026 - Jun 17, 2026
-1.07%
Feb 1, 2024 - May 3, 2024
#8-1.15%
Mar 3, 2025 - Mar 28, 2025
-1.04%
Oct 22, 2025 - Nov 25, 2025
#9-1.07%
Jun 5, 2024 - Jun 18, 2024
-1.01%
Aug 2, 2024 - Aug 21, 2024
#10-1.05%
Nov 8, 2023 - Nov 14, 2023
-0.97%
Jun 13, 2024 - Jul 5, 2024
#11-1.00%
Oct 22, 2025 - Jan 30, 2026
-0.87%
Sep 8, 2025 - Oct 13, 2025
#12-0.92%
Aug 5, 2024 - Aug 21, 2024
-0.87%
Jun 6, 2024 - Jun 13, 2024
#13-0.82%
Jul 17, 2024 - Jul 31, 2024
-0.64%
Oct 11, 2023 - Nov 2, 2023
#14-0.76%
Jun 20, 2024 - Jul 5, 2024
-0.51%
Aug 4, 2025 - Aug 22, 2025
#15-0.76%
Sep 8, 2025 - Oct 21, 2025
-0.51%
Dec 27, 2023 - Feb 1, 2024

Correlation

Correlation between IBIH and BAMB is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2023 - 2026)

IBIH vs BAMB dividend yield comparison.

YearIBIHBAMB
20262.71%0.92%
20254.68%2.85%
20244.34%2.90%
20230.70%0.73%

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