PPI vs IBIE
Comparison between Investment Managers Series Trust II Astoria Real Assets ETF (PPI, ETF) and ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE, ETF).
PPI vs IBIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PPI
$155M
Winner
IBIE
$155M
Expense Ratio
PPI
0.58%
Winner
IBIE
0.10%
Max Drawdown
PPI
25.73%
Winner
IBIE
3.34%
Sharpe Ratio
Winner
PPI
1.29
IBIE
-0.36
5Y Beta
PPI
1.20
Winner
IBIE
0.00
P/E Ratio
PPI
18.75
IBIE
N/A
Forward P/E
PPI
15.42
IBIE
N/A
PEG Ratio
PPI
0.19
IBIE
N/A
5Y EPS CAGR
PPI
22.47%
IBIE
N/A
Debt to Equity
PPI
104.76%
IBIE
N/A
P/S Ratio
PPI
2.24
IBIE
N/A
P/B Ratio
PPI
3.15
IBIE
N/A
PPI vs IBIE - Historical Returns
Returns include dividend reinvestment.
1M
PPI
-1.53%
Winner
IBIE
+0.45%
3M
PPI
N/A
IBIE
+0.45%
6M
PPI
N/A
IBIE
+1.71%
1Y
Winner
PPI
+37.75%
IBIE
+3.09%
5Y(CAGR)
PPI
+14.02%
IBIE
N/A
Max(CAGR)
Winner
PPI
+14.02%
IBIE
+5.36%
PPI vs IBIE - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | PPI | IBIE |
|---|---|---|
| 2026 | -1.72% | +1.79% |
| 2025 | N/A | +6.54% |
| 2024 | +13.73% | +4.14% |
| 2023 | +12.51% | +2.93% |
| 2022 | +3.12% | N/A |
| 2021 | +0.23% | N/A |
PPI vs IBIE Drawdown Comparison
The maximum drawdown for PPI was -24.56%, occurring on Jul 14, 2022. Recovery took 455 trading sessions.
The maximum drawdown for IBIE was -1.70%, occurring on Dec 19, 2024. Recovery took 90 trading sessions.
The current PPI drawdown is -1.72%. The current IBIE drawdown is -0.26%.
| Rank | PPI | IBIE |
|---|---|---|
| #1 | -24.56% Apr 20, 2022 - Feb 12, 2024 | -1.70% Sep 24, 2024 - Feb 4, 2025 |
| #2 | -11.43% Apr 8, 2024 - May 28, 2026 | -1.63% Sep 18, 2023 - Nov 3, 2023 |
| #3 | -6.82% Jan 14, 2022 - Feb 9, 2022 | -1.48% Jan 12, 2024 - May 15, 2024 |
| #4 | -5.18% Mar 25, 2022 - Apr 20, 2022 | -1.24% Apr 3, 2025 - Apr 28, 2025 |
| #5 | -4.27% May 28, 2026 - Jun 10, 2026 | -1.14% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -3.58% Feb 9, 2022 - Feb 28, 2022 | -0.78% Nov 3, 2023 - Nov 14, 2023 |
| #7 | -2.85% Mar 2, 2022 - Mar 16, 2022 | -0.72% Jun 2, 2026 - Jun 23, 2026 |
| #8 | -1.71% Feb 12, 2024 - Feb 15, 2024 | -0.65% Dec 27, 2023 - Jan 12, 2024 |
| #9 | -1.18% Feb 28, 2022 - Mar 2, 2022 | -0.59% Jun 5, 2024 - Jun 18, 2024 |
| #10 | -0.87% Mar 7, 2024 - Mar 13, 2024 | -0.55% Mar 17, 2026 - Apr 6, 2026 |
| #11 | -0.77% Apr 3, 2024 - Apr 5, 2024 | -0.51% Oct 22, 2025 - Jan 9, 2026 |
| #12 | -0.72% Jan 12, 2022 - Jan 14, 2022 | -0.51% Dec 1, 2023 - Dec 13, 2023 |
| #13 | -0.58% Jan 4, 2022 - Jan 6, 2022 | -0.49% Aug 5, 2024 - Aug 21, 2024 |
| #14 | -0.41% Feb 16, 2024 - Feb 21, 2024 | -0.42% Mar 3, 2025 - Mar 20, 2025 |
| #15 | -0.39% Jan 7, 2022 - Jan 11, 2022 | -0.41% May 15, 2024 - May 31, 2024 |
Correlation
Correlation between PPI and IBIE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2022 - 2026)
PPI vs IBIE dividend yield comparison.
| Year | PPI | IBIE |
|---|---|---|
| 2026 | 0.54% | 2.85% |
| 2025 | 0.00% | 4.09% |
| 2024 | 0.23% | 4.23% |
| 2023 | 2.86% | 0.75% |
| 2022 | 2.40% | 0.00% |
Select Stocks to Compare
Popular: PPI vs SPYIBIE vs SPY
More Comparisons
Compare with similar stocks