LDRI vs. IRVH
LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF) and IRVH (Global X Interest Rate Volatility & Inflation Hedge ETF) are both Inflation-Protected Bonds funds. LDRI is passively managed, while IRVH is actively managed. Over the past year, LDRI returned 3.78% vs -2.13% for IRVH. At a 0.46 correlation, their price movements are largely independent. LDRI charges 0.10%/yr vs 0.50%/yr for IRVH.
Performance
LDRI vs. IRVH - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, LDRI achieves a 1.37% return, which is significantly higher than IRVH's -4.36% return.
LDRI
- 1D
- -0.12%
- 1M
- -0.16%
- YTD
- 1.37%
- 6M
- 1.10%
- 1Y
- 3.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IRVH
- 1D
- -0.36%
- 1M
- -1.18%
- YTD
- -4.36%
- 6M
- -4.00%
- 1Y
- -2.13%
- 3Y*
- 0.01%
- 5Y*
- —
- 10Y*
- —
LDRI vs. IRVH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 1.37% | 5.94% | 0.10% |
IRVH Global X Interest Rate Volatility & Inflation Hedge ETF | -4.36% | 7.71% | -1.65% |
Correlation
The correlation between LDRI and IRVH is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.46 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
LDRI vs. IRVH — Risk / Return Rank
LDRI
IRVH
LDRI vs. IRVH - 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 Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH). 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.
| LDRI | IRVH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.38 | ||
| Sortino ratioReturn per unit of downside risk | +3.42 | ||
| Omega ratioGain probability vs. loss probability | 1.42 | 0.93 | +0.48 |
| Calmar ratioReturn relative to maximum drawdown | 6.33 | -0.36 | +6.69 |
| Martin ratioReturn relative to average drawdown | 16.42 | -0.82 | +17.24 |
Loading charts...
Drawdowns
LDRI vs. IRVH - Drawdown Comparison
The maximum LDRI drawdown since its inception was -0.85%, smaller than the maximum IRVH drawdown of -14.98%. Use the drawdown chart below to compare losses from any high point for LDRI and IRVH.
Loading charts...
Drawdown Indicators
| LDRI | IRVH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.85% | -14.98% | +14.13% |
Max Drawdown (1Y)Largest decline over 1 year | -0.60% | -5.96% | +5.36% |
Max Drawdown (3Y)Largest decline over 3 years | — | -8.03% | — |
Current DrawdownCurrent decline from peak | -0.58% | -11.28% | +10.70% |
Average DrawdownAverage peak-to-trough decline | -0.20% | -9.72% | +9.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 2.60% | -2.37% |
Volatility
LDRI vs. IRVH - Volatility Comparison
The current volatility for iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) is 0.66%, while Global X Interest Rate Volatility & Inflation Hedge ETF (IRVH) has a volatility of 1.09%. This indicates that LDRI experiences smaller price fluctuations and is considered to be less risky than IRVH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| LDRI | IRVH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.66% | 1.09% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 1.48% | 3.35% | -1.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.96% | 4.85% | -2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.29% | 8.80% | -6.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.29% | 8.80% | -6.51% |
LDRI vs. IRVH - Expense Ratio Comparison
LDRI has a 0.10% expense ratio, which is lower than IRVH's 0.50% expense ratio.
Dividends
LDRI vs. IRVH - Dividend Comparison
LDRI's dividend yield for the trailing twelve months is around 3.54%, less than IRVH's 5.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
IRVH Global X Interest Rate Volatility & Inflation Hedge ETF | 5.62% | 4.89% | 3.34% | 3.69% | 2.73% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 3.54% | 4.23% | 0.83% | 0.00% | 0.00% |
Frequently Asked Questions
LDRI and IRVH have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IRVH has higher volatility (1.09%) compared to LDRI (0.66%). In terms of maximum drawdown, LDRI dropped -0.85% vs IRVH's -14.98%.
On 1-year performance, LDRI leads with 3.78% vs -2.13% for IRVH. On fees, LDRI is cheaper at 0.10% per year. On volatility, LDRI has been the lower-risk option at 0.66%. 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 3.78% return vs -2.13%. 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 5.62%, compared with 3.54% for LDRI.
They also come from different issuers: iShares and Global X. Their fees differ too: 0.10% for LDRI and 0.50% for IRVH.
LDRI currently has the higher Sharpe Ratio (1.94 vs -0.44), 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.
Find the right allocation for LDRI and IRVH
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer