IVRS vs TIPB

Comparison between ISHARES FUTURE METAVERSE TECH AND COMMUNICATIONS ETF (IVRS, ETF) and NORTHERN TRUST 2035 INFLATION-LINKED DISTRIBUTING LADDER ETF (TIPB, ETF).

IVRS vs TIPB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVRS(ETF)	TIPB(ETF)
Net Assets	$7.90M	$8M
Expense Ratio	0.47%	0.10%
Max Drawdown	36.37%	3.29%
Sharpe Ratio	-0.56	-0.50
5Y Beta	1.08	0.05
P/E Ratio	-38.42	N/A
Forward P/E	32.70	N/A
PEG Ratio	-0.10	N/A
Debt to Equity	58.55%	N/A
P/S Ratio	2.39	N/A
P/B Ratio	6.45	N/A

Net Assets

IVRS

$7.90M

Winner

TIPB

$8M

Expense Ratio

IVRS

0.47%

Winner

TIPB

0.10%

Max Drawdown

IVRS

36.37%

Winner

TIPB

3.29%

Sharpe Ratio

IVRS

-0.56

Winner

TIPB

-0.50

5Y Beta

IVRS

1.08

Winner

TIPB

0.05

P/E Ratio

IVRS

-38.42

TIPB

N/A

Forward P/E

IVRS

32.70

TIPB

N/A

PEG Ratio

IVRS

-0.10

TIPB

N/A

Debt to Equity

IVRS

58.55%

TIPB

N/A

P/S Ratio

IVRS

2.39

TIPB

N/A

P/B Ratio

IVRS

6.45

TIPB

N/A

IVRS vs TIPB - Historical Returns

Returns include dividend reinvestment.

Period	IVRS	TIPB
1 month	+1.20%	+0.39%
3 months	+2.67%	-0.03%
6 months	-9.14%	+1.35%
1 year	-11.66%	+2.25%
Max(CAGR)	+11.54%	+2.45%

Winner

IVRS

+1.20%

TIPB

+0.39%

Winner

IVRS

+2.67%

TIPB

-0.03%

IVRS

-9.14%

Winner

TIPB

+1.35%

IVRS

-11.66%

Winner

TIPB

+2.25%

Max(CAGR)

Winner

IVRS

+11.54%

TIPB

+2.45%

IVRS vs TIPB - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	IVRS	TIPB
2026	-7.86%	+1.47%
2025	+12.85%	+0.79%
2024	+10.18%	N/A
2023	+28.16%	N/A

IVRS vs TIPB Drawdown Comparison

The maximum drawdown for IVRS was -31.44%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for TIPB was -1.32%, occurring on Mar 26, 2026. Recovery took 19 trading sessions.

The current IVRS drawdown is -19.43%. The current TIPB drawdown is -0.72%.

Rank	IVRS	TIPB
#1	-31.44% Oct 6, 2025 - Mar 27, 2026	-1.32% Mar 17, 2026 - Apr 14, 2026
#2	-19.14% Feb 20, 2025 - May 13, 2025	-1.12% May 11, 2026 - Jun 23, 2026
#3	-13.50% Jul 19, 2023 - Nov 20, 2023	-0.89% Sep 16, 2025 - Feb 6, 2026
#4	-10.56% Jul 12, 2024 - Sep 24, 2024	-0.44% Mar 9, 2026 - Mar 17, 2026
#5	-8.71% Feb 15, 2024 - Jul 10, 2024	-0.40% Aug 27, 2025 - Sep 5, 2025
#6	-7.39% Dec 11, 2024 - Feb 10, 2025	-0.35% Feb 27, 2026 - Mar 9, 2026
#7	-6.16% Feb 16, 2023 - Mar 21, 2023	-0.26% May 1, 2026 - May 8, 2026
#8	-5.24% Dec 28, 2023 - Feb 7, 2024	-0.23% Apr 27, 2026 - May 1, 2026
#9	-5.12% Nov 7, 2024 - Dec 3, 2024	-0.18% Feb 13, 2026 - Feb 23, 2026
#10	-4.70% Apr 3, 2023 - May 17, 2023	-0.17% Apr 17, 2026 - Apr 23, 2026
#11	-4.60% Oct 4, 2024 - Nov 5, 2024	-0.14% Apr 14, 2026 - Apr 17, 2026
#12	-4.42% Jun 15, 2023 - Jul 12, 2023	-0.14% Aug 22, 2025 - Aug 26, 2025
#13	-2.54% Sep 8, 2025 - Sep 15, 2025	-0.14% Sep 8, 2025 - Sep 11, 2025
#14	-2.52% May 22, 2023 - May 26, 2023	-0.12% Feb 10, 2026 - Feb 12, 2026
#15	-2.36% Jun 6, 2023 - Jun 12, 2023	-0.12% Sep 11, 2025 - Sep 16, 2025

Correlation

Correlation between IVRS and TIPB is -0.69 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.69

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