IBII vs LVLN
Comparison between ISHARES IBONDS OCT 2032 TERM TIPS ETF (IBII, ETF) and STATE STREET(R) SPDR(R) S&P(R) LEVERAGED LOAN ETF (LVLN, ETF).
IBII vs LVLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBII
$49M
Winner
LVLN
$49M
Expense Ratio
Winner
IBII
0.10%
LVLN
0.40%
Max Drawdown
IBII
6.05%
Winner
LVLN
3.62%
Sharpe Ratio
IBII
-0.53
Winner
LVLN
0.64
5Y Beta
Winner
IBII
0.03
LVLN
0.08
IBII vs LVLN - Historical Returns
Returns include dividend reinvestment.
1M
IBII
+0.83%
Winner
LVLN
+1.20%
3M
IBII
+0.11%
Winner
LVLN
+1.98%
6M
IBII
+0.15%
Winner
LVLN
+4.37%
1Y
IBII
+2.17%
LVLN
N/A
Max(CAGR)
Winner
IBII
+5.57%
LVLN
+5.49%
IBII vs LVLN - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBII | LVLN |
|---|---|---|
| 2026 | +1.62% | +3.28% |
| 2025 | +8.61% | +1.20% |
| 2024 | +1.41% | N/A |
| 2023 | +4.83% | N/A |
IBII vs LVLN Drawdown Comparison
The maximum drawdown for IBII was -4.64%, occurring on Jan 13, 2025. Recovery took 122 trading sessions.
The maximum drawdown for LVLN was -2.34%, occurring on Feb 27, 2026. Recovery took 70 trading sessions.
The current IBII drawdown is -0.64%.
| Rank | IBII | LVLN |
|---|---|---|
| #1 | -4.64% Oct 1, 2024 - Mar 28, 2025 | -2.34% Jan 22, 2026 - May 4, 2026 |
| #2 | -3.35% Apr 3, 2025 - Jun 26, 2025 | -0.49% Jun 2, 2026 - Jul 1, 2026 |
| #3 | -3.23% Feb 1, 2024 - Jun 18, 2024 | -0.36% May 15, 2026 - Jun 1, 2026 |
| #4 | -2.94% Sep 22, 2023 - Nov 3, 2023 | -0.32% Dec 31, 2025 - Jan 9, 2026 |
| #5 | -1.98% Feb 27, 2026 - Apr 24, 2026 | -0.30% Jul 27, 2026 - Aug 4, 2026 |
| #6 | -1.79% Dec 27, 2023 - Feb 1, 2024 | -0.22% Aug 11, 2026 - Aug 21, 2026 |
| #7 | -1.66% May 11, 2026 - Jun 23, 2026 | -0.14% May 8, 2026 - May 14, 2026 |
| #8 | -1.18% Nov 8, 2023 - Nov 14, 2023 | -0.14% Jan 16, 2026 - Jan 22, 2026 |
| #9 | -1.16% Aug 5, 2024 - Aug 21, 2024 | -0.12% Nov 19, 2025 - Dec 4, 2025 |
| #10 | -1.04% Oct 22, 2025 - Feb 9, 2026 | -0.12% May 4, 2026 - May 7, 2026 |
| #11 | -0.99% Jul 17, 2024 - Jul 31, 2024 | -0.10% Jul 16, 2026 - Jul 23, 2026 |
| #12 | -0.91% Jun 20, 2024 - Jul 5, 2024 | -0.10% Dec 26, 2025 - Dec 31, 2025 |
| #13 | -0.90% Sep 10, 2025 - Oct 21, 2025 | -0.07% Jul 2, 2026 - Jul 7, 2026 |
| #14 | -0.76% Nov 20, 2023 - Nov 28, 2023 | -0.06% Jul 23, 2026 - Jul 27, 2026 |
| #15 | -0.65% Nov 14, 2023 - Nov 20, 2023 | -0.06% Jul 14, 2026 - Jul 16, 2026 |
Correlation
Correlation between IBII and LVLN is 0.15 which considered as a very weak or no correlation - the stocks move independently of each other.
0.15
-101
Dividend Comparison (2023 - 2026)
IBII vs LVLN dividend yield comparison.
| Year | IBII | LVLN |
|---|---|---|
| 2026 | 2.82% | 4.34% |
| 2025 | 4.80% | 0.50% |
| 2024 | 4.76% | 0.00% |
| 2023 | 1.11% | 0.00% |
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