HYGI vs. LDRI

Last updated Apr 1, 2026

Compare and contrast key facts about iShares Inflation Hedged High Yield Bond ETF (HYGI) and iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI).

HYGI and LDRI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HYGI is a passively managed fund by iShares that tracks the performance of the BlackRock Inflation Hedged High Yield Bond Index - Benchmark TR Gross. It was launched on Jun 22, 2022. LDRI is a passively managed fund by iShares that tracks the performance of the BlackRock iBonds® 1-5 Year TIPS Ladder Index. It was launched on Nov 7, 2024. Both HYGI and LDRI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

HYGI vs. LDRI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Inflation Hedged High Yield Bond ETF (HYGI) and iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI). The values are adjusted to include any dividend payments, if applicable.

HYGI vs. LDRI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
HYGI iShares Inflation Hedged High Yield Bond ETF	0.00%	6.20%	-0.34%
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF	0.89%	5.94%	0.10%

Returns By Period

HYGI

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LDRI

• 1D: 0.09%
• 1M: 0.12%
• YTD: 0.89%
• 6M: 1.40%
• 1Y: 3.66%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

HYGI vs. LDRI - Expense Ratio Comparison

HYGI has a 0.52% expense ratio, which is higher than LDRI's 0.10% expense ratio.

HYGI

iShares Inflation Hedged High Yield Bond ETF

LDRI

iShares iBonds 1-5 Year TIPS Ladder ETF

Return for Risk

HYGI vs. LDRI — Risk / Return Rank

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

LDRI

LDRI Risk / Return Rank: 89
LDRI Sharpe Ratio Rank: 83
LDRI Sortino Ratio Rank: 87
LDRI Omega Ratio Rank: 86
LDRI Calmar Ratio Rank: 96
LDRI Martin Ratio Rank: 93

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.

HYGI vs. LDRI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Inflation Hedged High Yield Bond ETF (HYGI) and iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	HYGI	LDRI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.65	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	2.13	—

Correlation

The correlation between HYGI and LDRI is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

HYGI vs. LDRI - Dividend Comparison

HYGI's dividend yield for the trailing twelve months is around 2.46%, less than LDRI's 4.19% yield.

	TTM	2025	2024	2023	2022
HYGI iShares Inflation Hedged High Yield Bond ETF	2.46%	3.41%	6.08%	6.22%	3.19%
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF	4.19%	4.23%	0.83%	0.00%	0.00%

Drawdowns

Drawdown Indicators

	HYGI	LDRI	Difference
Max Drawdown Largest peak-to-trough decline	—	-0.85%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-0.85%	—
Current Drawdown Current decline from peak	—	-0.20%	—
Average Drawdown Average peak-to-trough decline	—	-0.21%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.29%	—

Volatility

Volatility by Period

	HYGI	LDRI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.58%	—
Volatility (6M) Calculated over the trailing 6-month period	—	1.37%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	2.24%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	2.37%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	2.37%	—