IBIJ vs VMAX
Comparison between ISHARES IBONDS OCT 2033 TERM TIPS ETF (IBIJ, ETF) and HARTFORD US VALUE ETF (VMAX, ETF).
IBIJ vs VMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBIJ
$48M
Winner
VMAX
$48M
Expense Ratio
Winner
IBIJ
0.10%
VMAX
0.29%
Max Drawdown
Winner
IBIJ
6.70%
VMAX
19.86%
Sharpe Ratio
IBIJ
-0.05
Winner
VMAX
1.84
5Y Beta
Winner
IBIJ
0.03
VMAX
0.83
P/E Ratio
IBIJ
N/A
VMAX
15.34
Forward P/E
IBIJ
N/A
VMAX
13.01
PEG Ratio
IBIJ
N/A
VMAX
0.20
5Y EPS CAGR
IBIJ
N/A
VMAX
16.86%
Debt to Equity
IBIJ
N/A
VMAX
-4.89%
P/S Ratio
IBIJ
N/A
VMAX
1.43
P/B Ratio
IBIJ
N/A
VMAX
2.39
IBIJ vs VMAX - Historical Returns
Returns include dividend reinvestment.
1M
IBIJ
+0.44%
Winner
VMAX
+2.01%
3M
IBIJ
-0.41%
Winner
VMAX
+7.58%
6M
IBIJ
+0.92%
Winner
VMAX
+14.67%
1Y
IBIJ
+3.22%
Winner
VMAX
+28.91%
Max(CAGR)
IBIJ
+5.37%
Winner
VMAX
+22.14%
IBIJ vs VMAX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBIJ | VMAX |
|---|---|---|
| 2026 | +1.03% | +16.53% |
| 2025 | +8.68% | +15.61% |
| 2024 | +0.87% | +15.56% |
| 2023 | +4.97% | +6.98% |
IBIJ vs VMAX Drawdown Comparison
The maximum drawdown for IBIJ was -5.26%, occurring on Jan 14, 2025. Recovery took 123 trading sessions.
The maximum drawdown for VMAX was -19.05%, occurring on Apr 8, 2025. Recovery took 177 trading sessions.
The current IBIJ drawdown is -1.19%.
| Rank | IBIJ | VMAX |
|---|---|---|
| #1 | -5.26% Oct 1, 2024 - Mar 31, 2025 | -19.05% Nov 25, 2024 - Aug 13, 2025 |
| #2 | -3.67% Dec 27, 2023 - Jul 5, 2024 | -6.66% Jul 31, 2024 - Aug 23, 2024 |
| #3 | -3.48% Apr 3, 2025 - Jun 26, 2025 | -5.67% Mar 28, 2024 - Jul 15, 2024 |
| #4 | -3.27% Sep 22, 2023 - Nov 8, 2023 | -4.93% Nov 12, 2025 - Nov 28, 2025 |
| #5 | -2.32% Feb 27, 2026 - May 1, 2026 | -4.51% Aug 30, 2024 - Sep 19, 2024 |
| #6 | -1.62% May 8, 2026 - Jun 22, 2026 | -4.41% Feb 20, 2026 - Apr 8, 2026 |
| #7 | -1.29% Aug 5, 2024 - Aug 21, 2024 | -3.45% Oct 8, 2025 - Oct 27, 2025 |
| #8 | -1.24% Nov 8, 2023 - Nov 20, 2023 | -3.13% Oct 17, 2024 - Nov 6, 2024 |
| #9 | -1.21% Oct 22, 2025 - Feb 10, 2026 | -2.53% Jan 8, 2024 - Jan 25, 2024 |
| #10 | -1.13% Jul 17, 2024 - Jul 31, 2024 | -2.50% Jul 16, 2024 - Jul 31, 2024 |
| #11 | -1.04% Sep 16, 2025 - Oct 21, 2025 | -2.26% Dec 11, 2025 - Dec 24, 2025 |
| #12 | -0.79% Nov 20, 2023 - Nov 28, 2023 | -2.26% Oct 27, 2025 - Nov 12, 2025 |
| #13 | -0.67% Aug 26, 2024 - Sep 6, 2024 | -2.19% Jan 6, 2026 - Jan 26, 2026 |
| #14 | -0.64% Sep 16, 2024 - Oct 1, 2024 | -1.91% Feb 9, 2026 - Feb 20, 2026 |
| #15 | -0.63% Jun 30, 2025 - Jul 18, 2025 | -1.82% Feb 12, 2024 - Feb 15, 2024 |
Correlation
Correlation between IBIJ and VMAX is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
IBIJ vs VMAX dividend yield comparison.
| Year | IBIJ | VMAX |
|---|---|---|
| 2026 | 3.27% | 0.82% |
| 2025 | 4.66% | 2.14% |
| 2024 | 4.42% | 1.95% |
| 2023 | 0.60% | 0.00% |
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