NVII vs IBIF
Comparison between REX NVDA GROWTH & INCOME ETF (NVII, ETF) and ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF, ETF).
NVII vs IBIF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NVII
$104M
IBIF
$104M
Expense Ratio
NVII
N/A
IBIF
0.10%
Max Drawdown
NVII
33.91%
Winner
IBIF
3.94%
Sharpe Ratio
Winner
NVII
0.78
IBIF
-0.37
5Y Beta
NVII
1.94
Winner
IBIF
-0.00
NVII vs IBIF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NVII
+1.03%
IBIF
+0.45%
3M
Winner
NVII
+4.81%
IBIF
+0.15%
6M
Winner
NVII
+14.88%
IBIF
+1.44%
1Y
Winner
NVII
+29.14%
IBIF
+2.91%
Max(CAGR)
Winner
NVII
+57.88%
IBIF
+5.64%
NVII vs IBIF - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | NVII | IBIF |
|---|---|---|
| 2026 | +12.68% | +1.58% |
| 2025 | +48.43% | +7.18% |
| 2024 | N/A | +3.30% |
| 2023 | N/A | +3.95% |
NVII vs IBIF Drawdown Comparison
The maximum drawdown for NVII was -18.47%, occurring on Jun 26, 2026. This drawdown has not yet recovered.
The maximum drawdown for IBIF was -2.50%, occurring on Dec 19, 2024. Recovery took 104 trading sessions.
The current NVII drawdown is -9.85%. The current IBIF drawdown is -0.43%.
| Rank | NVII | IBIF |
|---|---|---|
| #1 | -18.47% May 14, 2026 - Jun 26, 2026 | -2.50% Sep 24, 2024 - Feb 25, 2025 |
| #2 | -18.40% Nov 3, 2025 - Apr 24, 2026 | -1.87% Apr 3, 2025 - Apr 28, 2025 |
| #3 | -8.49% Aug 12, 2025 - Sep 22, 2025 | -1.81% Jan 12, 2024 - Jun 3, 2024 |
| #4 | -7.39% Oct 9, 2025 - Oct 28, 2025 | -1.56% Sep 22, 2023 - Nov 2, 2023 |
| #5 | -7.36% Apr 27, 2026 - May 8, 2026 | -1.38% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -3.44% Jun 30, 2025 - Jul 3, 2025 | -0.95% Mar 17, 2026 - Apr 13, 2026 |
| #7 | -3.33% Jul 17, 2025 - Jul 24, 2025 | -0.94% May 4, 2026 - Jun 17, 2026 |
| #8 | -2.80% Jul 30, 2025 - Aug 4, 2025 | -0.89% Nov 3, 2023 - Nov 14, 2023 |
| #9 | -2.76% May 29, 2025 - Jun 3, 2025 | -0.82% Dec 27, 2023 - Jan 12, 2024 |
| #10 | -2.75% Sep 22, 2025 - Sep 29, 2025 | -0.74% Jun 5, 2024 - Jun 18, 2024 |
| #11 | -2.20% Jun 12, 2025 - Jun 16, 2025 | -0.71% Mar 3, 2025 - Mar 21, 2025 |
| #12 | -2.08% Oct 2, 2025 - Oct 8, 2025 | -0.66% Oct 22, 2025 - Jan 28, 2026 |
| #13 | -1.54% Oct 29, 2025 - Nov 3, 2025 | -0.59% Aug 5, 2024 - Aug 21, 2024 |
| #14 | -1.12% Jun 18, 2025 - Jun 24, 2025 | -0.54% Sep 8, 2025 - Oct 21, 2025 |
| #15 | -0.97% Aug 4, 2025 - Aug 7, 2025 | -0.52% Dec 1, 2023 - Dec 13, 2023 |
Correlation
Correlation between NVII and IBIF is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2023 - 2026)
NVII vs IBIF dividend yield comparison.
| Year | NVII | IBIF |
|---|---|---|
| 2026 | 28.39% | 2.79% |
| 2025 | 29.17% | 4.51% |
| 2024 | 0.00% | 4.05% |
| 2023 | 0.00% | 0.96% |
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