IBIC vs. LDRI
Compare and contrast key facts about iShares iBonds Oct 2026 Term TIPS ETF (IBIC) and iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI).
IBIC and LDRI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IBIC is a passively managed fund by iShares that tracks the performance of the ICE 2026 Maturity US Inflation-Linked Treasury Index. It was launched on Sep 13, 2023. 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 IBIC 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
IBIC vs. LDRI - Performance Comparison
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IBIC vs. LDRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 1.45% | 4.96% | 0.49% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 0.89% | 5.94% | 0.10% |
Returns By Period
In the year-to-date period, IBIC achieves a 1.45% return, which is significantly higher than LDRI's 0.89% return.
IBIC
- 1D
- -0.04%
- 1M
- 0.86%
- YTD
- 1.45%
- 6M
- 2.09%
- 1Y
- 4.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LDRI
- 1D
- 0.09%
- 1M
- 0.12%
- YTD
- 0.89%
- 6M
- 1.40%
- 1Y
- 3.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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IBIC vs. LDRI - Expense Ratio Comparison
Both IBIC and LDRI have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
IBIC vs. LDRI — Risk / Return Rank
IBIC
LDRI
IBIC vs. LDRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Oct 2026 Term TIPS ETF (IBIC) 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.
| IBIC | LDRI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.71 | 1.65 | +2.06 |
Sortino ratioReturn per unit of downside risk | 6.38 | 2.43 | +3.95 |
Omega ratioGain probability vs. loss probability | 1.91 | 1.35 | +0.56 |
Calmar ratioReturn relative to maximum drawdown | 8.93 | 4.62 | +4.31 |
Martin ratioReturn relative to average drawdown | 32.20 | 13.57 | +18.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IBIC | LDRI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.71 | 1.65 | +2.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.42 | 2.13 | +1.29 |
Correlation
The correlation between IBIC and LDRI is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
IBIC vs. LDRI - Dividend Comparison
IBIC's dividend yield for the trailing twelve months is around 4.37%, more than LDRI's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 4.37% | 4.43% | 4.65% | 0.83% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 4.19% | 4.23% | 0.83% | 0.00% |
Drawdowns
IBIC vs. LDRI - Drawdown Comparison
The maximum IBIC drawdown since its inception was -0.90%, which is greater than LDRI's maximum drawdown of -0.85%. Use the drawdown chart below to compare losses from any high point for IBIC and LDRI.
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Drawdown Indicators
| IBIC | LDRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.90% | -0.85% | -0.05% |
Max Drawdown (1Y)Largest decline over 1 year | -0.46% | -0.85% | +0.39% |
Current DrawdownCurrent decline from peak | -0.04% | -0.20% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -0.10% | -0.21% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.13% | 0.29% | -0.16% |
Volatility
IBIC vs. LDRI - Volatility Comparison
The current volatility for iShares iBonds Oct 2026 Term TIPS ETF (IBIC) is 0.37%, while iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) has a volatility of 0.58%. This indicates that IBIC experiences smaller price fluctuations and is considered to be less risky than LDRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBIC | LDRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.37% | 0.58% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 0.62% | 1.37% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.16% | 2.24% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.61% | 2.37% | -0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.61% | 2.37% | -0.76% |