IBIK vs FPFD
Comparison between ISHARES IBONDS OCT 2034 TERM TIPS ETF (IBIK, ETF) and FIDELITY PREFERRED SECURITIES & INCOME ETF (FPFD, ETF).
IBIK vs FPFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIK
$83M
FPFD
$83M
Expense Ratio
Winner
IBIK
0.10%
FPFD
0.59%
Max Drawdown
Winner
IBIK
7.42%
FPFD
24.87%
Sharpe Ratio
IBIK
0.48
Winner
FPFD
0.66
5Y Beta
Winner
IBIK
0.04
FPFD
0.12
IBIK vs FPFD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IBIK
-0.69%
FPFD
-0.83%
3M
IBIK
-0.14%
Winner
FPFD
+0.10%
6M
Winner
IBIK
+1.22%
FPFD
+0.86%
1Y
IBIK
+5.36%
Winner
FPFD
+5.75%
5Y(CAGR)
IBIK
N/A
FPFD
+1.74%
Max(CAGR)
Winner
IBIK
+5.48%
FPFD
+1.74%
IBIK vs FPFD - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | IBIK | FPFD |
|---|---|---|
| 2026 | +1.18% | +0.27% |
| 2025 | +8.60% | +5.80% |
| 2024 | +1.44% | +8.70% |
| 2023 | N/A | +10.43% |
| 2022 | N/A | -17.09% |
| 2021 | N/A | +1.89% |
IBIK vs FPFD Drawdown Comparison
The maximum drawdown for IBIK was -5.58%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.
The maximum drawdown for FPFD was -20.83%, occurring on Oct 24, 2022. Recovery took 749 trading sessions.
The current IBIK drawdown is -1.00%. The current FPFD drawdown is -1.20%.
| Rank | IBIK | FPFD |
|---|---|---|
| #1 | -5.58% Sep 16, 2024 - Apr 3, 2025 | -20.83% Sep 17, 2021 - Sep 11, 2024 |
| #2 | -3.65% Apr 3, 2025 - Jun 30, 2025 | -4.92% Oct 16, 2024 - Jul 1, 2025 |
| #3 | -2.50% Feb 27, 2026 - May 8, 2026 | -2.75% Feb 20, 2026 - Mar 27, 2026 |
| #4 | -1.49% May 8, 2026 - May 19, 2026 | -1.44% Oct 27, 2025 - Jan 9, 2026 |
| #5 | -1.37% Oct 22, 2025 - Feb 10, 2026 | -1.06% Sep 19, 2025 - Oct 27, 2025 |
| #6 | -1.27% Aug 5, 2024 - Aug 21, 2024 | -0.98% Sep 27, 2024 - Oct 16, 2024 |
| #7 | -1.18% Jul 17, 2024 - Jul 31, 2024 | -0.73% Jul 10, 2025 - Jul 31, 2025 |
| #8 | -1.17% Jun 5, 2024 - Jun 18, 2024 | -0.49% Aug 5, 2021 - Aug 30, 2021 |
| #9 | -1.12% Jun 18, 2024 - Jul 5, 2024 | -0.37% Aug 22, 2025 - Sep 4, 2025 |
| #10 | -1.11% Sep 16, 2025 - Oct 21, 2025 | -0.32% Jan 27, 2026 - Feb 10, 2026 |
| #11 | -0.88% May 24, 2024 - May 31, 2024 | -0.32% Jan 16, 2026 - Jan 22, 2026 |
| #12 | -0.74% Aug 26, 2024 - Sep 6, 2024 | -0.28% Jul 16, 2021 - Jul 30, 2021 |
| #13 | -0.73% Jun 30, 2025 - Jul 21, 2025 | -0.18% Aug 5, 2025 - Aug 12, 2025 |
| #14 | -0.69% Aug 13, 2025 - Aug 22, 2025 | -0.13% Sep 19, 2024 - Sep 27, 2024 |
| #15 | -0.53% Jul 22, 2025 - Jul 29, 2025 | -0.12% Jul 8, 2021 - Jul 16, 2021 |
Correlation
Correlation between IBIK and FPFD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2026)
IBIK vs FPFD dividend yield comparison.
| Year | IBIK | FPFD |
|---|---|---|
| 2026 | 0.36% | 2.06% |
| 2025 | 4.43% | 5.04% |
| 2024 | 2.67% | 4.89% |
| 2023 | 0.00% | 5.09% |
| 2022 | 0.00% | 5.22% |
| 2021 | 0.00% | 1.59% |
Select Stocks to Compare
Popular: IBIK vs SPYFPFD vs SPY
More Comparisons
Compare with similar stocks