IBII vs SFYF
Comparison between ISHARES IBONDS OCT 2032 TERM TIPS ETF (IBII, ETF) and SOFI SOCIAL 50 ETF (SFYF, ETF).
IBII vs SFYF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBII
$39M
SFYF
$39M
Expense Ratio
Winner
IBII
0.10%
SFYF
0.29%
Max Drawdown
Winner
IBII
6.05%
SFYF
56.62%
Sharpe Ratio
IBII
0.32
Winner
SFYF
1.56
5Y Beta
Winner
IBII
0.03
SFYF
1.40
P/E Ratio
IBII
N/A
SFYF
114.44
Forward P/E
IBII
N/A
SFYF
28.46
PEG Ratio
IBII
N/A
SFYF
-1.29
5Y Dividends CAGR
IBII
N/A
SFYF
10.89%
5Y EPS CAGR
IBII
N/A
SFYF
27.92%
P/S Ratio
IBII
N/A
SFYF
2.92
P/B Ratio
IBII
N/A
SFYF
5.90
IBII vs SFYF - Historical Returns
Returns include dividend reinvestment.
1M
IBII
-0.88%
Winner
SFYF
+3.40%
3M
IBII
-0.31%
Winner
SFYF
+14.24%
6M
IBII
+0.83%
Winner
SFYF
+8.33%
1Y
IBII
+5.16%
Winner
SFYF
+41.17%
5Y(CAGR)
IBII
N/A
SFYF
+11.25%
Max(CAGR)
IBII
+5.84%
Winner
SFYF
+17.93%
IBII vs SFYF - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IBII | SFYF |
|---|---|---|
| 2026 | +1.10% | +9.42% |
| 2025 | +8.61% | +30.41% |
| 2024 | +1.41% | +48.55% |
| 2023 | +4.83% | +59.11% |
| 2022 | N/A | -48.80% |
| 2021 | N/A | +36.96% |
| 2020 | N/A | +33.21% |
| 2019 | N/A | +4.95% |
IBII vs SFYF Drawdown Comparison
The maximum drawdown for IBII was -4.64%, occurring on Jan 13, 2025. Recovery took 122 trading sessions.
The maximum drawdown for SFYF was -56.07%, occurring on Dec 28, 2022. Recovery took 756 trading sessions.
The current IBII drawdown is -1.14%. The current SFYF drawdown is -6.33%.
| Rank | IBII | SFYF |
|---|---|---|
| #1 | -4.64% Oct 1, 2024 - Mar 28, 2025 | -56.07% Nov 8, 2021 - Nov 11, 2024 |
| #2 | -3.35% Apr 3, 2025 - Jun 26, 2025 | -41.39% Feb 12, 2020 - Jul 20, 2020 |
| #3 | -3.23% Feb 1, 2024 - Jun 18, 2024 | -26.45% Feb 18, 2025 - Jun 26, 2025 |
| #4 | -2.94% Sep 22, 2023 - Nov 3, 2023 | -15.18% Oct 29, 2025 - Apr 22, 2026 |
| #5 | -1.98% Feb 27, 2026 - Apr 24, 2026 | -15.15% Mar 15, 2021 - May 27, 2021 |
| #6 | -1.79% Dec 27, 2023 - Feb 1, 2024 | -12.52% Sep 1, 2020 - Nov 19, 2020 |
| #7 | -1.18% Nov 8, 2023 - Nov 14, 2023 | -11.52% Jul 15, 2019 - Dec 16, 2019 |
| #8 | -1.16% Aug 5, 2024 - Aug 21, 2024 | -10.96% Feb 10, 2021 - Mar 12, 2021 |
| #9 | -1.14% May 11, 2026 - May 22, 2026 | -8.72% Sep 7, 2021 - Nov 1, 2021 |
| #10 | -1.04% Oct 22, 2025 - Feb 9, 2026 | -8.66% Jun 2, 2021 - Aug 31, 2021 |
| #11 | -0.99% Jul 17, 2024 - Jul 31, 2024 | -7.33% Dec 17, 2024 - Feb 13, 2025 |
| #12 | -0.91% Jun 20, 2024 - Jul 5, 2024 | -6.71% May 8, 2019 - Jun 19, 2019 |
| #13 | -0.90% Sep 10, 2025 - Oct 21, 2025 | -6.33% May 29, 2026 - Jun 5, 2026 |
| #14 | -0.76% Nov 20, 2023 - Nov 28, 2023 | -4.45% Jan 16, 2020 - Feb 12, 2020 |
| #15 | -0.65% Nov 14, 2023 - Nov 20, 2023 | -4.28% Jul 20, 2020 - Aug 5, 2020 |
Correlation
Correlation between IBII and SFYF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2019 - 2026)
IBII vs SFYF dividend yield comparison.
| Year | IBII | SFYF |
|---|---|---|
| 2026 | 0.28% | 0.00% |
| 2025 | 4.80% | 0.33% |
| 2024 | 4.76% | 0.31% |
| 2023 | 1.11% | 1.71% |
| 2022 | 0.00% | 1.19% |
| 2021 | 0.00% | 0.26% |
| 2020 | 0.00% | 0.40% |
| 2019 | 0.00% | 0.73% |
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