IBIH vs UPAR
Comparison between ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF) and UPAR ULTRA RISK PARITY ETF (UPAR, ETF).
IBIH vs UPAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBIH
$59M
Winner
UPAR
$59M
Expense Ratio
Winner
IBIH
0.10%
UPAR
0.68%
Max Drawdown
Winner
IBIH
5.40%
UPAR
43.05%
Sharpe Ratio
IBIH
-0.22
Winner
UPAR
0.99
5Y Beta
Winner
IBIH
0.02
UPAR
0.55
IBIH vs UPAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIH
+0.49%
UPAR
-2.92%
3M
Winner
IBIH
-0.24%
UPAR
-3.21%
6M
Winner
IBIH
+1.14%
UPAR
+0.64%
1Y
IBIH
+2.87%
Winner
UPAR
+16.96%
5Y(CAGR)
IBIH
N/A
UPAR
-1.47%
Max(CAGR)
Winner
IBIH
+5.66%
UPAR
-1.47%
IBIH vs UPAR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IBIH | UPAR |
|---|---|---|
| 2026 | +1.24% | +3.93% |
| 2025 | +8.35% | +23.87% |
| 2024 | +1.95% | -1.95% |
| 2023 | +4.60% | +4.94% |
| 2022 | N/A | -30.27% |
IBIH vs UPAR Drawdown Comparison
The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.
The current IBIH drawdown is -1.00%. The current UPAR drawdown is -8.57%.
| Rank | IBIH | UPAR |
|---|---|---|
| #1 | -3.94% Sep 24, 2024 - Feb 28, 2025 | -38.97% Jan 12, 2022 - Feb 23, 2026 |
| #2 | -2.96% Apr 3, 2025 - Jun 25, 2025 | -11.13% Mar 2, 2026 - Mar 27, 2026 |
| #3 | -2.90% Feb 1, 2024 - Jun 5, 2024 | -2.22% Jan 4, 2022 - Jan 12, 2022 |
| #4 | -2.67% Sep 22, 2023 - Nov 3, 2023 | N/A |
| #5 | -1.70% Mar 9, 2026 - Apr 17, 2026 | N/A |
| #6 | -1.55% Dec 27, 2023 - Feb 1, 2024 | N/A |
| #7 | -1.49% May 1, 2026 - Jun 17, 2026 | N/A |
| #8 | -1.15% Mar 3, 2025 - Mar 28, 2025 | N/A |
| #9 | -1.07% Jun 5, 2024 - Jun 18, 2024 | N/A |
| #10 | -1.05% Nov 8, 2023 - Nov 14, 2023 | N/A |
| #11 | -1.00% Oct 22, 2025 - Jan 30, 2026 | N/A |
| #12 | -0.92% Aug 5, 2024 - Aug 21, 2024 | N/A |
| #13 | -0.82% Jul 17, 2024 - Jul 31, 2024 | N/A |
| #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 UPAR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2022 - 2026)
IBIH vs UPAR dividend yield comparison.
| Year | IBIH | UPAR |
|---|---|---|
| 2026 | 2.70% | 2.26% |
| 2025 | 4.68% | 3.28% |
| 2024 | 4.34% | 3.32% |
| 2023 | 0.70% | 3.04% |
| 2022 | 0.00% | 4.73% |
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