LDRI vs. HYGI

Last updated Jun 3, 2026

LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF) and HYGI (iShares Inflation Hedged High Yield Bond ETF) are both Inflation-Protected Bonds funds from iShares - LDRI tracks the BlackRock iBonds® 1-5 Year TIPS Ladder Index while HYGI tracks the BlackRock Inflation Hedged High Yield Bond Index - Benchmark TR Gross. Both are passively managed. At a 0.15 correlation, their price movements are largely independent. LDRI charges 0.10%/yr vs 0.52%/yr for HYGI.

Performance

LDRI vs. HYGI - Performance Comparison

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

Returns By Period

LDRI

• 1D: 0.00%
• 1M: 0.04%
• YTD: 1.92%
• 6M: 2.16%
• 1Y: 4.59%
• 3Y*: —
• 5Y*: —
• 10Y*: —

HYGI

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

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

LDRI vs. HYGI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF	1.92%	5.94%	0.10%
HYGI iShares Inflation Hedged High Yield Bond ETF	0.00%	6.20%	-0.34%

Correlation

The correlation between LDRI and HYGI is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.10
Correlation (All Time) Calculated using the full available price history since Nov 11, 2024	0.15

Return for Risk

LDRI vs. HYGI — Risk / Return Rank

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

LDRI

LDRI Risk / Return Rank: 85
LDRI Sharpe Ratio Rank: 74
LDRI Sortino Ratio Rank: 82
LDRI Omega Ratio Rank: 87
LDRI Calmar Ratio Rank: 94
LDRI Martin Ratio Rank: 89

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.

LDRI vs. HYGI - Risk-Adjusted Trends Comparison

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

	LDRI	HYGI	Difference
Sharpe ratio Return per unit of total volatility	2.45	—	—
Sortino ratio Return per unit of downside risk	3.74	—	—
Omega ratio Gain probability vs. loss probability	1.55	—	—
Calmar ratio Return relative to maximum drawdown	7.56	—	—
Martin ratio Return relative to average drawdown	20.29	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	LDRI	HYGI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.45	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.27	—	—

Drawdowns

Drawdown Indicators

	LDRI	HYGI	Difference
Max Drawdown Largest peak-to-trough decline	-0.85%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-0.60%	—	—
Current Drawdown Current decline from peak	-0.04%	—	—
Average Drawdown Average peak-to-trough decline	-0.20%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	0.22%	—	—

Volatility

Volatility by Period

	LDRI	HYGI	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.46%	—	—
Volatility (6M) Calculated over the trailing 6-month period	1.40%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	1.88%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.28%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.28%	—	—

LDRI vs. HYGI - Expense Ratio Comparison

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

Dividends

LDRI vs. HYGI - Dividend Comparison

LDRI's dividend yield for the trailing twelve months is around 3.52%, more than HYGI's 0.97% yield.

Position	TTM	2025	2024	2023	2022
HYGI iShares Inflation Hedged High Yield Bond ETF	0.97%	3.41%	6.08%	6.22%	3.19%
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF	3.52%	4.23%	0.83%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LDRI and HYGI in my portfolio?

LDRI and HYGI have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, LDRI or HYGI?

On fees, LDRI is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LDRI or HYGI?

LDRI is cheaper with a 0.10% expense ratio, compared with 0.52% for HYGI.

Which ETF pays a higher dividend yield, LDRI or HYGI?

LDRI has the higher dividend yield at 3.52%, compared with 0.97% for HYGI.

What is the main difference between LDRI and HYGI?

LDRI tracks BlackRock iBonds® 1-5 Year TIPS Ladder Index, while HYGI tracks BlackRock Inflation Hedged High Yield Bond Index - Benchmark TR Gross. Their fees differ too: 0.10% for LDRI and 0.52% for HYGI.