IDTP.L vs. XG7U.L
IDTP.L (iShares $ TIPS UCITS ETF USD (Acc)) and XG7U.L (Xtrackers Global Inflation-Linked Bond UCITS ETF 2C USD hedged) are both Inflation-Protected Bonds funds - IDTP.L tracks the Bloomberg Gbl Infl Linked US TIPS TR USD while XG7U.L tracks the Bloomberg Gbl Infl Linked TR Hdg USD. Both are passively managed. Over the past 10 years, IDTP.L returned 2.62%/yr vs 2.09%/yr for XG7U.L. A 0.64 correlation means they provide meaningful diversification when combined. IDTP.L charges 0.12%/yr vs 0.25%/yr for XG7U.L.
Performance
IDTP.L vs. XG7U.L - Performance Comparison
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Returns By Period
In the year-to-date period, IDTP.L achieves a 1.09% return, which is significantly lower than XG7U.L's 1.52% return. Over the past 10 years, IDTP.L has outperformed XG7U.L with an annualized return of 2.62%, while XG7U.L has yielded a comparatively lower 2.09% annualized return.
IDTP.L
- 1D
- 0.04%
- 1M
- 0.02%
- YTD
- 1.09%
- 6M
- 1.17%
- 1Y
- 4.80%
- 3Y*
- 3.82%
- 5Y*
- 0.96%
- 10Y*
- 2.62%
XG7U.L
- 1D
- -0.02%
- 1M
- 0.18%
- YTD
- 1.52%
- 6M
- 1.45%
- 1Y
- 4.30%
- 3Y*
- 2.90%
- 5Y*
- -0.79%
- 10Y*
- 2.09%
IDTP.L vs. XG7U.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IDTP.L iShares $ TIPS UCITS ETF USD (Acc) | 1.09% | 6.94% | 2.15% | 3.71% | -12.76% | 6.17% | 10.98% | 8.68% | -1.43% | 3.28% |
XG7U.L Xtrackers Global Inflation-Linked Bond UCITS ETF 2C USD hedged | 1.52% | 4.67% | -0.45% | 4.13% | -17.08% | 5.31% | 9.30% | 8.31% | -0.09% | 3.18% |
Correlation
The correlation between IDTP.L and XG7U.L is 0.67, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.67 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.74 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.66 |
Correlation (All Time) Calculated using the full available price history since Mar 1, 2013 | 0.64 |
The correlation between IDTP.L and XG7U.L shifts across timeframes, from 0.64 (all time) to 0.76 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
IDTP.L vs. XG7U.L — Risk / Return Rank
IDTP.L
XG7U.L
IDTP.L vs. XG7U.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares $ TIPS UCITS ETF USD (Acc) (IDTP.L) and Xtrackers Global Inflation-Linked Bond UCITS ETF 2C USD hedged (XG7U.L). 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.
| IDTP.L | XG7U.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.16 | +0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.71 | +0.78 |
| Martin ratioReturn relative to average drawdown | 6.88 | 4.86 | +2.03 |
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
| IDTP.L | XG7U.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.87 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | -0.10 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.30 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.33 | +0.18 |
Drawdowns
IDTP.L vs. XG7U.L - Drawdown Comparison
The maximum IDTP.L drawdown since its inception was -15.12%, smaller than the maximum XG7U.L drawdown of -23.33%. Use the drawdown chart below to compare losses from any high point for IDTP.L and XG7U.L.
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Drawdown Indicators
| IDTP.L | XG7U.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.12% | -23.33% | +8.21% |
Max Drawdown (1Y)Largest decline over 1 year | -1.92% | -2.51% | +0.59% |
Max Drawdown (3Y)Largest decline over 3 years | -4.51% | -5.34% | +0.83% |
Max Drawdown (5Y)Largest decline over 5 years | -15.12% | -23.33% | +8.21% |
Max Drawdown (10Y)Largest decline over 10 years | -15.12% | -23.33% | +8.21% |
Current DrawdownCurrent decline from peak | -0.61% | -10.40% | +9.79% |
Average DrawdownAverage peak-to-trough decline | -4.22% | -6.17% | +1.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.69% | 0.88% | -0.19% |
Volatility
IDTP.L vs. XG7U.L - Volatility Comparison
The current volatility for iShares $ TIPS UCITS ETF USD (Acc) (IDTP.L) is 1.30%, while Xtrackers Global Inflation-Linked Bond UCITS ETF 2C USD hedged (XG7U.L) has a volatility of 1.51%. This indicates that IDTP.L experiences smaller price fluctuations and is considered to be less risky than XG7U.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IDTP.L | XG7U.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.30% | 1.51% | -0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.66% | 3.17% | -0.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.78% | 4.93% | -1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.13% | 7.77% | -1.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.37% | 7.00% | -0.63% |
IDTP.L vs. XG7U.L - Expense Ratio Comparison
IDTP.L has a 0.12% expense ratio, which is lower than XG7U.L's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IDTP.L vs. XG7U.L - Dividend Comparison
Neither IDTP.L nor XG7U.L has paid dividends to shareholders.
Frequently Asked Questions
IDTP.L and XG7U.L have a correlation of 0.67, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IDTP.L is cheaper at 0.12% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IDTP.L is cheaper with a 0.12% expense ratio, compared with 0.25% for XG7U.L.
IDTP.L tracks Bloomberg Gbl Infl Linked US TIPS TR USD, while XG7U.L tracks Bloomberg Gbl Infl Linked TR Hdg USD. They also come from different issuers: iShares and Xtrackers. Their fees differ too: 0.12% for IDTP.L and 0.25% for XG7U.L.
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