IBII vs VMAX
Comparison between ISHARES IBONDS OCT 2032 TERM TIPS ETF (IBII, ETF) and HARTFORD US VALUE ETF (VMAX, ETF).
IBII vs VMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBII
$49M
VMAX
$49M
Expense Ratio
Winner
IBII
0.10%
VMAX
0.29%
Max Drawdown
Winner
IBII
6.05%
VMAX
19.86%
Sharpe Ratio
IBII
-0.53
Winner
VMAX
1.78
5Y Beta
Winner
IBII
0.03
VMAX
0.82
P/E Ratio
IBII
N/A
VMAX
14.73
Forward P/E
IBII
N/A
VMAX
13.17
PEG Ratio
IBII
N/A
VMAX
0.21
5Y EPS CAGR
IBII
N/A
VMAX
16.55%
Debt to Equity
IBII
N/A
VMAX
-20.18%
P/S Ratio
IBII
N/A
VMAX
1.43
P/B Ratio
IBII
N/A
VMAX
2.35
IBII vs VMAX - Historical Returns
Returns include dividend reinvestment.
1M
IBII
+0.83%
Winner
VMAX
+3.09%
3M
IBII
+0.11%
Winner
VMAX
+7.97%
6M
IBII
+0.15%
Winner
VMAX
+14.74%
1Y
IBII
+2.17%
Winner
VMAX
+27.12%
Max(CAGR)
IBII
+5.57%
Winner
VMAX
+22.61%
IBII vs VMAX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBII | VMAX |
|---|---|---|
| 2026 | +1.62% | +20.06% |
| 2025 | +8.61% | +15.61% |
| 2024 | +1.41% | +15.56% |
| 2023 | +4.83% | +6.98% |
IBII vs VMAX Drawdown Comparison
The maximum drawdown for IBII was -4.64%, occurring on Jan 13, 2025. Recovery took 122 trading sessions.
The maximum drawdown for VMAX was -19.05%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The current IBII drawdown is -0.64%. The current VMAX drawdown is -0.32%.
| Rank | IBII | VMAX |
|---|---|---|
| #1 | -4.64% Oct 1, 2024 - Mar 28, 2025 | -19.05% Nov 25, 2024 - Aug 13, 2025 |
| #2 | -3.35% Apr 3, 2025 - Jun 26, 2025 | -6.66% Jul 31, 2024 - Aug 23, 2024 |
| #3 | -3.23% Feb 1, 2024 - Jun 18, 2024 | -5.67% Mar 28, 2024 - Jul 15, 2024 |
| #4 | -2.94% Sep 22, 2023 - Nov 3, 2023 | -4.93% Nov 12, 2025 - Nov 28, 2025 |
| #5 | -1.98% Feb 27, 2026 - Apr 24, 2026 | -4.51% Aug 30, 2024 - Sep 19, 2024 |
| #6 | -1.79% Dec 27, 2023 - Feb 1, 2024 | -4.41% Feb 20, 2026 - Apr 8, 2026 |
| #7 | -1.66% May 11, 2026 - Jun 23, 2026 | -3.45% Oct 8, 2025 - Oct 27, 2025 |
| #8 | -1.18% Nov 8, 2023 - Nov 14, 2023 | -3.13% Oct 17, 2024 - Nov 6, 2024 |
| #9 | -1.16% Aug 5, 2024 - Aug 21, 2024 | -2.53% Jan 8, 2024 - Jan 25, 2024 |
| #10 | -1.04% Oct 22, 2025 - Feb 9, 2026 | -2.50% Jul 16, 2024 - Jul 31, 2024 |
| #11 | -0.99% Jul 17, 2024 - Jul 31, 2024 | -2.26% Dec 11, 2025 - Dec 24, 2025 |
| #12 | -0.91% Jun 20, 2024 - Jul 5, 2024 | -2.26% Oct 27, 2025 - Nov 12, 2025 |
| #13 | -0.90% Sep 10, 2025 - Oct 21, 2025 | -2.19% Jan 6, 2026 - Jan 26, 2026 |
| #14 | -0.76% Nov 20, 2023 - Nov 28, 2023 | -1.91% Feb 9, 2026 - Feb 20, 2026 |
| #15 | -0.65% Nov 14, 2023 - Nov 20, 2023 | -1.82% Feb 12, 2024 - Feb 15, 2024 |
Correlation
Correlation between IBII and VMAX is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2023 - 2026)
IBII vs VMAX dividend yield comparison.
| Year | IBII | VMAX |
|---|---|---|
| 2026 | 2.82% | 0.79% |
| 2025 | 4.80% | 2.14% |
| 2024 | 4.76% | 1.95% |
| 2023 | 1.11% | 0.00% |
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