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ESG vs. TIPB
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ESG vs. TIPB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares STOXX US ESG Select Index Fund (ESG) and Northern Trust 2035 Inflation-Linked Distributing Ladder ETF (TIPB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ESG achieves a 12.20% return, which is significantly higher than TIPB's 1.86% return.


ESG

1D
-0.45%
1M
7.28%
YTD
12.20%
6M
13.15%
1Y
25.90%
3Y*
20.72%
5Y*
12.73%
10Y*

TIPB

1D
-0.12%
1M
-0.22%
YTD
1.86%
6M
1.53%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ESG vs. TIPB - Yearly Performance Comparison


Correlation

The correlation between ESG and TIPB is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Aug 20, 2025

0.17

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Return for Risk

ESG vs. TIPB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ESG
ESG Risk / Return Rank: 6767
Overall Rank
ESG Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
ESG Sortino Ratio Rank: 7070
Sortino Ratio Rank
ESG Omega Ratio Rank: 6767
Omega Ratio Rank
ESG Calmar Ratio Rank: 6060
Calmar Ratio Rank
ESG Martin Ratio Rank: 7070
Martin Ratio Rank

TIPB
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ESG vs. TIPB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares STOXX US ESG Select Index Fund (ESG) and Northern Trust 2035 Inflation-Linked Distributing Ladder ETF (TIPB). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ESGTIPBDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.41

Calmar ratioReturn relative to maximum drawdown

3.00

Martin ratioReturn relative to average drawdown

13.02

ESG vs. TIPB - Sharpe Ratio Comparison


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Sharpe Ratios by Period


ESGTIPBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.76

Sharpe Ratio (All Time)

Calculated using the full available price history

0.83

1.35

-0.52

Drawdowns

ESG vs. TIPB - Drawdown Comparison

The maximum ESG drawdown since its inception was -32.53%, which is greater than TIPB's maximum drawdown of -1.32%. Use the drawdown chart below to compare losses from any high point for ESG and TIPB.


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Drawdown Indicators


ESGTIPBDifference

Max Drawdown

Largest peak-to-trough decline

-32.53%

-1.32%

-31.21%

Max Drawdown (1Y)

Largest decline over 1 year

-8.68%

Max Drawdown (3Y)

Largest decline over 3 years

-18.32%

Max Drawdown (5Y)

Largest decline over 5 years

-26.04%

Current Drawdown

Current decline from peak

-0.45%

-0.31%

-0.14%

Average Drawdown

Average peak-to-trough decline

-5.07%

-0.37%

-4.70%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.99%

Volatility

ESG vs. TIPB - Volatility Comparison


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Volatility by Period


ESGTIPBDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.94%

Volatility (6M)

Calculated over the trailing 6-month period

8.46%

Volatility (1Y)

Calculated over the trailing 1-year period

11.16%

2.54%

+8.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.73%

2.54%

+14.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.36%

2.54%

+15.82%

Dividends

ESG vs. TIPB - Dividend Comparison

ESG's dividend yield for the trailing twelve months is around 0.87%, less than TIPB's 3.02% yield.


PositionTTM2025202420232022202120202019201820172016
ESG
FlexShares STOXX US ESG Select Index Fund
0.87%0.96%1.18%1.10%1.38%1.03%1.33%1.51%1.72%1.52%0.92%
TIPB
Northern Trust 2035 Inflation-Linked Distributing Ladder ETF
3.02%1.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ESG and TIPB have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TIPB has the higher dividend yield at 3.02%, compared with 0.87% for ESG.

ESG is categorized as Large Cap Growth Equities, while TIPB is Inflation-Protected Bonds.

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