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LDRC vs. SPTS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LDRC vs. SPTS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) and SPDR Portfolio Short Term Treasury ETF (SPTS). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LDRC achieves a 0.80% return, which is significantly higher than SPTS's 0.38% return.


LDRC

1D
-0.02%
1M
0.05%
YTD
0.80%
6M
1.31%
1Y
4.49%
3Y*
5Y*
10Y*

SPTS

1D
-0.14%
1M
-0.16%
YTD
0.38%
6M
0.77%
1Y
3.31%
3Y*
4.15%
5Y*
1.80%
10Y*
1.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LDRC vs. SPTS - Yearly Performance Comparison


2026 (YTD)20252024
LDRC
iShares iBonds 1-5 Year Corporate Ladder ETF
0.80%6.33%0.37%
SPTS
SPDR Portfolio Short Term Treasury ETF
0.38%5.05%0.72%

Correlation

The correlation between LDRC and SPTS is 0.62, 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

0.62

Correlation (All Time)
Calculated using the full available price history since Nov 11, 2024

0.62

The correlation between LDRC and SPTS has been stable across timeframes, ranging from 0.62 to 0.62 - a consistent structural relationship.

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Return for Risk

LDRC vs. SPTS — Risk / Return Rank

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

LDRC
LDRC Risk / Return Rank: 7575
Overall Rank
LDRC Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
LDRC Sortino Ratio Rank: 7171
Sortino Ratio Rank
LDRC Omega Ratio Rank: 7979
Omega Ratio Rank
LDRC Calmar Ratio Rank: 8686
Calmar Ratio Rank
LDRC Martin Ratio Rank: 7373
Martin Ratio Rank

SPTS
SPTS Risk / Return Rank: 8484
Overall Rank
SPTS Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
SPTS Sortino Ratio Rank: 9292
Sortino Ratio Rank
SPTS Omega Ratio Rank: 8787
Omega Ratio Rank
SPTS Calmar Ratio Rank: 7979
Calmar Ratio Rank
SPTS Martin Ratio Rank: 8282
Martin Ratio Rank
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.

LDRC vs. SPTS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) and SPDR Portfolio Short Term Treasury ETF (SPTS). 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.


LDRCSPTSDifference
Sharpe ratioReturn per unit of total volatility

-0.53

Sortino ratioReturn per unit of downside risk

-1.28

Omega ratioGain probability vs. loss probability

1.44

1.53

-0.09

Calmar ratioReturn relative to maximum drawdown

4.52

3.96

+0.56

Martin ratioReturn relative to average drawdown

12.70

15.88

-3.19

LDRC vs. SPTS - Sharpe Ratio Comparison

The current LDRC Sharpe Ratio is 2.02, which is comparable to the SPTS Sharpe Ratio of 2.55. The chart below compares the historical Sharpe Ratios of LDRC and SPTS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


LDRCSPTSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.02

2.55

-0.53

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.91

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.97

Sharpe Ratio (All Time)

Calculated using the full available price history

1.92

0.49

+1.43

Drawdowns

LDRC vs. SPTS - Drawdown Comparison

The maximum LDRC drawdown since its inception was -1.00%, smaller than the maximum SPTS drawdown of -5.83%. Use the drawdown chart below to compare losses from any high point for LDRC and SPTS.


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Drawdown Indicators


LDRCSPTSDifference

Max Drawdown

Largest peak-to-trough decline

-1.00%

-5.83%

+4.83%

Max Drawdown (1Y)

Largest decline over 1 year

-1.00%

-0.84%

-0.16%

Max Drawdown (3Y)

Largest decline over 3 years

-0.96%

Max Drawdown (5Y)

Largest decline over 5 years

-5.71%

Max Drawdown (10Y)

Largest decline over 10 years

-5.71%

Current Drawdown

Current decline from peak

-0.08%

-0.35%

+0.27%

Average Drawdown

Average peak-to-trough decline

-0.26%

-1.72%

+1.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.35%

0.21%

+0.14%

Volatility

LDRC vs. SPTS - Volatility Comparison

iShares iBonds 1-5 Year Corporate Ladder ETF (LDRC) has a higher volatility of 0.44% compared to SPDR Portfolio Short Term Treasury ETF (SPTS) at 0.35%. This indicates that LDRC's price experiences larger fluctuations and is considered to be riskier than SPTS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LDRCSPTSDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.44%

0.35%

+0.09%

Volatility (6M)

Calculated over the trailing 6-month period

1.49%

0.87%

+0.62%

Volatility (1Y)

Calculated over the trailing 1-year period

2.24%

1.31%

+0.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.51%

1.99%

+0.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.51%

1.71%

+0.80%

LDRC vs. SPTS - Expense Ratio Comparison

LDRC has a 0.10% expense ratio, which is higher than SPTS's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

LDRC vs. SPTS - Dividend Comparison

LDRC's dividend yield for the trailing twelve months is around 4.22%, more than SPTS's 3.91% yield.


PositionTTM20252024202320222021202020192018201720162015
LDRC
iShares iBonds 1-5 Year Corporate Ladder ETF
4.22%4.22%0.75%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
SPTS
SPDR Portfolio Short Term Treasury ETF
3.91%3.99%4.25%3.61%1.27%0.19%0.70%2.21%2.04%1.20%0.95%0.83%

Frequently Asked Questions


LDRC and SPTS have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LDRC has higher volatility (0.44%) compared to SPTS (0.35%). In terms of maximum drawdown, LDRC dropped -1.00% vs SPTS's -5.83%.

On 1-year performance, LDRC leads with 4.49% vs 3.31% for SPTS. On fees, SPTS is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, LDRC has performed better with a 4.49% return vs 3.31%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPTS is cheaper with a 0.03% expense ratio, compared with 0.10% for LDRC.

LDRC has the higher dividend yield at 4.22%, compared with 3.91% for SPTS.

LDRC is categorized as Short-Term Bond, while SPTS is Government Bonds. LDRC tracks BlackRock iBonds 1-5 Year Corporate Ladder Index, while SPTS tracks Bloomberg U.S. Treasury 1-3 Year Index. They also come from different issuers: iShares and State Street. Their fees differ too: 0.10% for LDRC and 0.03% for SPTS.

SPTS currently has the higher Sharpe Ratio (2.55 vs 2.02), 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.

Portfolio Optimizer

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