LDRI vs. IBIC
Compare and contrast key facts about iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) and iShares iBonds Oct 2026 Term TIPS ETF (IBIC).
LDRI and IBIC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both LDRI and IBIC 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
LDRI vs. IBIC - Performance Comparison
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LDRI vs. IBIC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 0.89% | 5.94% | 0.10% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 1.45% | 4.96% | 0.49% |
Returns By Period
In the year-to-date period, LDRI achieves a 0.89% return, which is significantly lower than IBIC's 1.45% return.
LDRI
- 1D
- 0.09%
- 1M
- 0.12%
- YTD
- 0.89%
- 6M
- 1.40%
- 1Y
- 3.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IBIC
- 1D
- -0.04%
- 1M
- 0.86%
- YTD
- 1.45%
- 6M
- 2.09%
- 1Y
- 4.26%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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LDRI vs. IBIC - Expense Ratio Comparison
Both LDRI and IBIC 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
LDRI vs. IBIC — Risk / Return Rank
LDRI
IBIC
LDRI vs. IBIC - 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 iBonds Oct 2026 Term TIPS ETF (IBIC). 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 | IBIC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.65 | 3.71 | -2.06 |
Sortino ratioReturn per unit of downside risk | 2.43 | 6.38 | -3.95 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.91 | -0.56 |
Calmar ratioReturn relative to maximum drawdown | 4.62 | 8.93 | -4.31 |
Martin ratioReturn relative to average drawdown | 13.57 | 32.20 | -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
| LDRI | IBIC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.65 | 3.71 | -2.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.13 | 3.42 | -1.29 |
Correlation
The correlation between LDRI and IBIC 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
LDRI vs. IBIC - Dividend Comparison
LDRI's dividend yield for the trailing twelve months is around 4.19%, less than IBIC's 4.37% yield.
| TTM | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 4.19% | 4.23% | 0.83% | 0.00% |
IBIC iShares iBonds Oct 2026 Term TIPS ETF | 4.37% | 4.43% | 4.65% | 0.83% |
Drawdowns
LDRI vs. IBIC - Drawdown Comparison
The maximum LDRI drawdown since its inception was -0.85%, smaller than the maximum IBIC drawdown of -0.90%. Use the drawdown chart below to compare losses from any high point for LDRI and IBIC.
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Drawdown Indicators
| LDRI | IBIC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.85% | -0.90% | +0.05% |
Max Drawdown (1Y)Largest decline over 1 year | -0.85% | -0.46% | -0.39% |
Current DrawdownCurrent decline from peak | -0.20% | -0.04% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -0.21% | -0.10% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.29% | 0.13% | +0.16% |
Volatility
LDRI vs. IBIC - Volatility Comparison
iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) has a higher volatility of 0.58% compared to iShares iBonds Oct 2026 Term TIPS ETF (IBIC) at 0.37%. This indicates that LDRI's price experiences larger fluctuations and is considered to be riskier than IBIC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LDRI | IBIC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 0.37% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 1.37% | 0.62% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.24% | 1.16% | +1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.37% | 1.61% | +0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.37% | 1.61% | +0.76% |