IBIH vs EFAS
Comparison between ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF) and GLOBAL X MSCI SUPERDIVIDEND EAFE ETF (EFAS, ETF).
IBIH vs EFAS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBIH
$54M
Winner
EFAS
$54M
Expense Ratio
Winner
IBIH
0.10%
EFAS
0.55%
Max Drawdown
Winner
IBIH
5.40%
EFAS
51.08%
Sharpe Ratio
IBIH
0.49
Winner
EFAS
2.16
5Y Beta
Winner
IBIH
0.02
EFAS
0.35
5Y Dividends CAGR
IBIH
N/A
EFAS
9.50%
IBIH vs EFAS - Historical Returns
Returns include dividend reinvestment.
1M
IBIH
-0.73%
Winner
EFAS
+0.21%
3M
IBIH
+0.15%
Winner
EFAS
+8.72%
6M
IBIH
+1.35%
Winner
EFAS
+18.86%
1Y
IBIH
+5.04%
Winner
EFAS
+29.75%
5Y(CAGR)
IBIH
N/A
EFAS
+12.40%
10Y(CAGR)
IBIH
N/A
EFAS
+10.45%
Max(CAGR)
IBIH
+5.93%
Winner
EFAS
+10.45%
IBIH vs EFAS - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IBIH | EFAS |
|---|---|---|
| 2026 | +1.37% | +14.21% |
| 2025 | +8.35% | +46.57% |
| 2024 | +1.95% | +3.72% |
| 2023 | +4.60% | +12.99% |
| 2022 | N/A | -8.24% |
| 2021 | N/A | +12.63% |
| 2020 | N/A | -6.32% |
| 2019 | N/A | +14.59% |
| 2018 | N/A | -12.07% |
| 2017 | N/A | +22.75% |
| 2016 | N/A | +6.02% |
IBIH vs EFAS Drawdown Comparison
The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The maximum drawdown for EFAS was -44.40%, occurring on Mar 23, 2020. Recovery took 801 trading sessions.
The current IBIH drawdown is -0.87%. The current EFAS drawdown is -0.87%.
| Rank | IBIH | EFAS |
|---|---|---|
| #1 | -3.94% Sep 24, 2024 - Feb 28, 2025 | -44.40% Jan 26, 2018 - Apr 5, 2021 |
| #2 | -2.96% Apr 3, 2025 - Jun 25, 2025 | -28.80% Feb 9, 2022 - Dec 19, 2023 |
| #3 | -2.90% Feb 1, 2024 - Jun 5, 2024 | -11.84% Mar 19, 2025 - Apr 22, 2025 |
| #4 | -2.67% Sep 22, 2023 - Nov 3, 2023 | -10.12% Sep 27, 2024 - Mar 3, 2025 |
| #5 | -1.70% Mar 9, 2026 - Apr 17, 2026 | -8.43% Jun 8, 2021 - Jan 12, 2022 |
| #6 | -1.55% Dec 27, 2023 - Feb 1, 2024 | -7.77% Apr 13, 2017 - Jul 14, 2017 |
| #7 | -1.15% May 1, 2026 - May 22, 2026 | -6.46% May 15, 2024 - Aug 15, 2024 |
| #8 | -1.15% Mar 3, 2025 - Mar 28, 2025 | -5.58% Dec 27, 2023 - Mar 7, 2024 |
| #9 | -1.07% Jun 5, 2024 - Jun 18, 2024 | -5.30% Feb 27, 2026 - Apr 6, 2026 |
| #10 | -1.05% Nov 8, 2023 - Nov 14, 2023 | -4.66% Sep 15, 2025 - Dec 15, 2025 |
| #11 | -1.00% Oct 22, 2025 - Jan 30, 2026 | -4.08% Apr 9, 2024 - May 6, 2024 |
| #12 | -0.92% Aug 5, 2024 - Aug 21, 2024 | -3.84% Aug 22, 2025 - Sep 15, 2025 |
| #13 | -0.82% Jul 17, 2024 - Jul 31, 2024 | -3.42% Oct 20, 2017 - Dec 22, 2017 |
| #14 | -0.76% Jun 20, 2024 - Jul 5, 2024 | -3.26% May 21, 2026 - Jun 8, 2026 |
| #15 | -0.76% Sep 8, 2025 - Oct 21, 2025 | -3.11% Jan 14, 2022 - Feb 9, 2022 |
Correlation
Correlation between IBIH and EFAS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
IBIH vs EFAS dividend yield comparison.
| Year | IBIH | EFAS |
|---|---|---|
| 2026 | 0.31% | 1.96% |
| 2025 | 4.68% | 4.83% |
| 2024 | 4.34% | 6.76% |
| 2023 | 0.70% | 6.33% |
| 2022 | 0.00% | 7.28% |
| 2021 | 0.00% | 5.19% |
| 2020 | 0.00% | 4.34% |
| 2019 | 0.00% | 5.75% |
| 2018 | 0.00% | 6.63% |
| 2017 | 0.00% | 6.15% |
| 2016 | 0.00% | 0.21% |
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