IBIK vs LODI
Comparison between ISHARES IBONDS OCT 2034 TERM TIPS ETF (IBIK, ETF) and AAM SLC LOW DURATION INCOME ETF (LODI, ETF).
IBIK vs LODI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBIK
$83M
LODI
$83M
Expense Ratio
Winner
IBIK
0.10%
LODI
0.15%
Max Drawdown
IBIK
7.42%
Winner
LODI
1.44%
Sharpe Ratio
IBIK
0.48
Winner
LODI
0.81
5Y Beta
IBIK
0.04
Winner
LODI
0.00
IBIK vs LODI - Historical Returns
Returns include dividend reinvestment.
1M
IBIK
-0.69%
Winner
LODI
+0.42%
3M
IBIK
-0.14%
Winner
LODI
+1.04%
6M
IBIK
+1.22%
Winner
LODI
+2.30%
1Y
IBIK
+5.36%
Winner
LODI
+5.66%
Max(CAGR)
Winner
IBIK
+5.48%
LODI
+5.41%
IBIK vs LODI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBIK | LODI |
|---|---|---|
| 2026 | +1.18% | +1.91% |
| 2025 | +8.60% | +6.22% |
| 2024 | +1.44% | +0.26% |
IBIK vs LODI Drawdown Comparison
The maximum drawdown for IBIK was -5.58%, occurring on Jan 14, 2025. Recovery took 137 trading sessions.
The maximum drawdown for LODI was -1.01%, occurring on Apr 11, 2025. Recovery took 29 trading sessions.
The current IBIK drawdown is -1.00%.
| Rank | IBIK | LODI |
|---|---|---|
| #1 | -5.58% Sep 16, 2024 - Apr 3, 2025 | -1.01% Apr 4, 2025 - May 16, 2025 |
| #2 | -3.65% Apr 3, 2025 - Jun 30, 2025 | -0.75% Feb 27, 2026 - Apr 20, 2026 |
| #3 | -2.50% Feb 27, 2026 - May 8, 2026 | -0.73% Jul 14, 2025 - Aug 4, 2025 |
| #4 | -1.49% May 8, 2026 - May 19, 2026 | -0.61% Sep 22, 2025 - Sep 29, 2025 |
| #5 | -1.37% Oct 22, 2025 - Feb 10, 2026 | -0.59% Dec 1, 2025 - Jan 5, 2026 |
| #6 | -1.27% Aug 5, 2024 - Aug 21, 2024 | -0.57% Sep 29, 2025 - Nov 17, 2025 |
| #7 | -1.18% Jul 17, 2024 - Jul 31, 2024 | -0.39% Aug 4, 2025 - Aug 27, 2025 |
| #8 | -1.17% Jun 5, 2024 - Jun 18, 2024 | -0.39% Sep 2, 2025 - Sep 19, 2025 |
| #9 | -1.12% Jun 18, 2024 - Jul 5, 2024 | -0.38% Dec 30, 2024 - Jan 16, 2025 |
| #10 | -1.11% Sep 16, 2025 - Oct 21, 2025 | -0.38% Jun 30, 2025 - Jul 14, 2025 |
| #11 | -0.88% May 24, 2024 - May 31, 2024 | -0.34% Jun 2, 2025 - Jun 9, 2025 |
| #12 | -0.74% Aug 26, 2024 - Sep 6, 2024 | -0.33% Feb 10, 2026 - Feb 27, 2026 |
| #13 | -0.73% Jun 30, 2025 - Jul 21, 2025 | -0.32% Mar 4, 2025 - Apr 1, 2025 |
| #14 | -0.69% Aug 13, 2025 - Aug 22, 2025 | -0.30% Jun 9, 2025 - Jun 20, 2025 |
| #15 | -0.53% Jul 22, 2025 - Jul 29, 2025 | -0.30% Feb 4, 2025 - Feb 14, 2025 |
Correlation
Correlation between IBIK and LODI is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2024 - 2026)
IBIK vs LODI dividend yield comparison.
| Year | IBIK | LODI |
|---|---|---|
| 2026 | 0.36% | 2.02% |
| 2025 | 4.43% | 5.11% |
| 2024 | 2.67% | 0.38% |
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