UPAR vs IBIH
Comparison between UPAR ULTRA RISK PARITY ETF (UPAR, ETF) and ISHARES IBONDS OCT 2031 TERM TIPS ETF (IBIH, ETF).
UPAR vs IBIH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPAR
$59M
IBIH
$59M
Expense Ratio
UPAR
0.68%
Winner
IBIH
0.10%
Max Drawdown
UPAR
43.05%
Winner
IBIH
5.40%
Sharpe Ratio
Winner
UPAR
0.99
IBIH
-0.22
5Y Beta
UPAR
0.55
Winner
IBIH
0.02
UPAR vs IBIH - Historical Returns
Returns include dividend reinvestment.
1M
UPAR
-2.92%
Winner
IBIH
+0.49%
3M
UPAR
-3.21%
Winner
IBIH
-0.24%
6M
UPAR
+0.64%
Winner
IBIH
+1.14%
1Y
Winner
UPAR
+16.96%
IBIH
+2.87%
5Y(CAGR)
UPAR
-1.47%
IBIH
N/A
Max(CAGR)
UPAR
-1.47%
Winner
IBIH
+5.66%
UPAR vs IBIH - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | UPAR | IBIH |
|---|---|---|
| 2026 | +3.93% | +1.24% |
| 2025 | +23.87% | +8.35% |
| 2024 | -1.95% | +1.95% |
| 2023 | +4.94% | +4.60% |
| 2022 | -30.27% | N/A |
UPAR vs IBIH Drawdown Comparison
The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.
The maximum drawdown for IBIH was -3.94%, occurring on Dec 19, 2024. Recovery took 107 trading sessions.
The current UPAR drawdown is -8.57%. The current IBIH drawdown is -1.00%.
| Rank | UPAR | IBIH |
|---|---|---|
| #1 | -38.97% Jan 12, 2022 - Feb 23, 2026 | -3.94% Sep 24, 2024 - Feb 28, 2025 |
| #2 | -11.13% Mar 2, 2026 - Mar 27, 2026 | -2.96% Apr 3, 2025 - Jun 25, 2025 |
| #3 | -2.22% Jan 4, 2022 - Jan 12, 2022 | -2.90% Feb 1, 2024 - Jun 5, 2024 |
| #4 | N/A | -2.67% Sep 22, 2023 - Nov 3, 2023 |
| #5 | N/A | -1.70% Mar 9, 2026 - Apr 17, 2026 |
| #6 | N/A | -1.55% Dec 27, 2023 - Feb 1, 2024 |
| #7 | N/A | -1.49% May 1, 2026 - Jun 17, 2026 |
| #8 | N/A | -1.15% Mar 3, 2025 - Mar 28, 2025 |
| #9 | N/A | -1.07% Jun 5, 2024 - Jun 18, 2024 |
| #10 | N/A | -1.05% Nov 8, 2023 - Nov 14, 2023 |
| #11 | N/A | -1.00% Oct 22, 2025 - Jan 30, 2026 |
| #12 | N/A | -0.92% Aug 5, 2024 - Aug 21, 2024 |
| #13 | N/A | -0.82% Jul 17, 2024 - Jul 31, 2024 |
| #14 | N/A | -0.76% Jun 20, 2024 - Jul 5, 2024 |
| #15 | N/A | -0.76% Sep 8, 2025 - Oct 21, 2025 |
Correlation
Correlation between UPAR and IBIH is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2022 - 2026)
UPAR vs IBIH dividend yield comparison.
| Year | UPAR | IBIH |
|---|---|---|
| 2026 | 2.26% | 2.70% |
| 2025 | 3.28% | 4.68% |
| 2024 | 3.32% | 4.34% |
| 2023 | 3.04% | 0.70% |
| 2022 | 4.73% | 0.00% |
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