IRVH vs. LDRI
IRVH (Global X Interest Rate Volatility & Inflation Hedge ETF) and LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF) are both Inflation-Protected Bonds funds. IRVH is actively managed, while LDRI is passively managed. Over the past year, IRVH returned -3.05% vs 3.76% for LDRI. At a 0.46 correlation, their price movements are largely independent. IRVH charges 0.50%/yr vs 0.10%/yr for LDRI.
Performance
IRVH vs. LDRI - Performance Comparison
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Returns By Period
In the year-to-date period, IRVH achieves a -4.34% return, which is significantly lower than LDRI's 1.69% return.
IRVH
- 1D
- 0.00%
- 1M
- -0.86%
- 6M
- -3.96%
- YTD
- -4.34%
- 1Y
- -3.05%
- 3Y*
- -0.10%
- 5Y*
- —
- 10Y*
- —
LDRI
- 1D
- 0.04%
- 1M
- -0.15%
- 6M
- 1.85%
- YTD
- 1.69%
- 1Y
- 3.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IRVH vs. LDRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IRVH Global X Interest Rate Volatility & Inflation Hedge ETF | -4.34% | 7.71% | -1.65% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 1.69% | 5.94% | 0.10% |
Correlation
The correlation between IRVH and LDRI is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.46 |
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Return for Risk
IRVH vs. LDRI — Risk / Return Rank
IRVH
LDRI
IRVH vs. LDRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IRVH | LDRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.66 | ||
| Sortino ratioReturn per unit of downside risk | -3.86 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 1.43 | -0.53 |
| Calmar ratioReturn relative to maximum drawdown | -0.49 | 6.30 | -6.78 |
| Martin ratioReturn relative to average drawdown | -1.02 | 15.92 | -16.94 |
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Drawdowns
IRVH vs. LDRI - Drawdown Comparison
The maximum IRVH drawdown since its inception was -14.98%, which is greater than LDRI's maximum drawdown of -0.85%. Use the drawdown chart below to compare losses from any high point for IRVH and LDRI.
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Drawdown Indicators
| IRVH | LDRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -14.98% | -0.85% | -14.13% |
Max Drawdown (1Y)Largest decline over 1 year | -6.28% | -0.60% | -5.68% |
Max Drawdown (3Y)Largest decline over 3 years | -8.03% | — | — |
Current DrawdownCurrent decline from peak | -11.26% | -0.27% | -10.99% |
Average DrawdownAverage peak-to-trough decline | -9.74% | -0.20% | -9.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.00% | 0.24% | +2.76% |
Volatility
IRVH vs. LDRI - Volatility Comparison
Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) has a higher volatility of 1.28% compared to iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) at 0.64%. This indicates that IRVH's price experiences larger fluctuations and is considered to be riskier 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
| IRVH | LDRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.28% | 0.64% | +0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 3.36% | 1.17% | +2.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.79% | 1.87% | +2.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.74% | 2.27% | +6.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.74% | 2.27% | +6.47% |
IRVH vs. LDRI - Expense Ratio Comparison
IRVH has a 0.50% expense ratio, which is higher than LDRI's 0.10% expense ratio.
Dividends
IRVH vs. LDRI - Dividend Comparison
IRVH's dividend yield for the trailing twelve months is around 5.66%, more than LDRI's 5.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IRVH Global X Interest Rate Volatility & Inflation Hedge ETF | 5.66% | 4.89% | 3.34% | 3.69% | 2.73% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 5.02% | 4.23% | 0.83% | 0.00% | 0.00% |
Frequently Asked Questions
IRVH and LDRI have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IRVH has higher volatility (1.28%) compared to LDRI (0.64%). In terms of maximum drawdown, IRVH dropped -14.98% vs LDRI's -0.85%.
On 1-year performance, LDRI leads with 3.76% vs -3.05% for IRVH. On fees, LDRI is cheaper at 0.10% per year. On volatility, LDRI has been the lower-risk option at 0.64%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, LDRI has performed better with a 3.76% return vs -3.05%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LDRI is cheaper with a 0.10% expense ratio, compared with 0.50% for IRVH.
IRVH has the higher dividend yield at 5.66%, compared with 5.02% for LDRI.
They also come from different issuers: Global X and iShares. Their fees differ too: 0.50% for IRVH and 0.10% for LDRI.
LDRI currently has the higher Sharpe Ratio (2.02 vs -0.64), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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