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IBII vs MSOX

Comparison between ISHARES IBONDS OCT 2032 TERM TIPS ETF (IBII, ETF) and ADVISORSHARES MSOS DAILY LEVERAGED ETF (MSOX, ETF).

IBII vs MSOX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBII
$49M
Winner
MSOX
$50M
Expense Ratio
IBII
0.10%
MSOX
N/A
Max Drawdown
Winner
IBII
6.05%
MSOX
99.75%
Sharpe Ratio
IBII
-0.53
Winner
MSOX
0.34
5Y Beta
Winner
IBII
0.03
MSOX
1.57

IBII vs MSOX - Historical Returns

Returns include dividend reinvestment.

1M
IBII
+0.83%
Winner
MSOX
+28.82%
3M
Winner
IBII
+0.11%
MSOX
-4.53%
6M
Winner
IBII
+0.15%
MSOX
-0.34%
1Y
Winner
IBII
+2.17%
MSOX
-71.88%
5Y(CAGR)
IBII
N/A
MSOX
-73.21%
Max(CAGR)
Winner
IBII
+5.57%
MSOX
-73.21%

IBII vs MSOX - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearIBIIMSOX
2026+1.62%-35.73%
2025+8.61%-55.91%
2024+1.41%-86.58%
2023+4.83%-37.69%
2022N/A-79.25%

IBII vs MSOX Drawdown Comparison

The maximum drawdown for IBII was -4.64%, occurring on Jan 13, 2025. Recovery took 122 trading sessions.

The maximum drawdown for MSOX was -99.75%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current IBII drawdown is -0.64%. The current MSOX drawdown is -99.56%.

RankIBIIMSOX
#1-4.64%
Oct 1, 2024 - Mar 28, 2025
-99.75%
Aug 29, 2022 - Mar 30, 2026
#2-3.35%
Apr 3, 2025 - Jun 26, 2025
-3.09%
Aug 25, 2022 - Aug 29, 2022
#3-3.23%
Feb 1, 2024 - Jun 18, 2024
N/A
#4-2.94%
Sep 22, 2023 - Nov 3, 2023
N/A
#5-1.98%
Feb 27, 2026 - Apr 24, 2026
N/A
#6-1.79%
Dec 27, 2023 - Feb 1, 2024
N/A
#7-1.66%
May 11, 2026 - Jun 23, 2026
N/A
#8-1.18%
Nov 8, 2023 - Nov 14, 2023
N/A
#9-1.16%
Aug 5, 2024 - Aug 21, 2024
N/A
#10-1.04%
Oct 22, 2025 - Feb 9, 2026
N/A
#11-0.99%
Jul 17, 2024 - Jul 31, 2024
N/A
#12-0.91%
Jun 20, 2024 - Jul 5, 2024
N/A
#13-0.90%
Sep 10, 2025 - Oct 21, 2025
N/A
#14-0.76%
Nov 20, 2023 - Nov 28, 2023
N/A
#15-0.65%
Nov 14, 2023 - Nov 20, 2023
N/A

Correlation

Correlation between IBII and MSOX is -0.79 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.79
-101

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