LDRI vs. JCPI

Last updated Apr 1, 2026

Compare and contrast key facts about iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) and JPMorgan Inflation Managed Bond ETF (JCPI).

LDRI and JCPI 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. JCPI is an actively managed fund by JPMorgan. It was launched on Mar 31, 2010.

Performance

LDRI vs. JCPI - 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 JPMorgan Inflation Managed Bond ETF (JCPI). The values are adjusted to include any dividend payments, if applicable.

LDRI vs. JCPI - Yearly Performance Comparison

	2026 (YTD)	2025	2024
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF	0.89%	5.94%	0.10%
JCPI JPMorgan Inflation Managed Bond ETF	0.36%	7.10%	-0.35%

Returns By Period

In the year-to-date period, LDRI achieves a 0.89% return, which is significantly higher than JCPI's 0.36% return.

LDRI

• 1D: 0.09%
• 1M: 0.12%
• YTD: 0.89%
• 6M: 1.40%
• 1Y: 3.66%
• 3Y*: —
• 5Y*: —
• 10Y*: —

JCPI

• 1D: -0.33%
• 1M: -0.83%
• YTD: 0.36%
• 6M: 0.10%
• 1Y: 3.67%
• 3Y*: 4.41%
• 5Y*: —
• 10Y*: —

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

LDRI vs. JCPI - Expense Ratio Comparison

LDRI has a 0.10% expense ratio, which is lower than JCPI's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

JCPI

JPMorgan Inflation Managed Bond ETF

LDRI

iShares iBonds 1-5 Year TIPS Ladder ETF

Return for Risk

LDRI vs. JCPI — Risk / Return Rank

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

LDRI

LDRI Risk / Return Rank: 89
LDRI Sharpe Ratio Rank: 83
LDRI Sortino Ratio Rank: 87
LDRI Omega Ratio Rank: 86
LDRI Calmar Ratio Rank: 96
LDRI Martin Ratio Rank: 93

JCPI

JCPI Risk / Return Rank: 51
JCPI Sharpe Ratio Rank: 52
JCPI Sortino Ratio Rank: 51
JCPI Omega Ratio Rank: 46
JCPI Calmar Ratio Rank: 51
JCPI Martin Ratio Rank: 52

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. JCPI - 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 JPMorgan Inflation Managed Bond ETF (JCPI). 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	JCPI	Difference
Sharpe ratio Return per unit of total volatility	1.65	0.99	+0.66
Sortino ratio Return per unit of downside risk	2.43	1.43	+1.00
Omega ratio Gain probability vs. loss probability	1.35	1.19	+0.16
Calmar ratio Return relative to maximum drawdown	4.62	1.39	+3.24
Martin ratio Return relative to average drawdown	13.57	5.40	+8.17
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LDRI vs. JCPI - Sharpe Ratio Comparison

The current LDRI Sharpe Ratio is 1.65, which is higher than the JCPI Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of LDRI and JCPI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	LDRI	JCPI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.65	0.99	+0.66
Sharpe Ratio (All Time) Calculated using the full available price history	2.13	0.62	+1.51

Correlation

The correlation between LDRI and JCPI is 0.52, 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. JCPI - Dividend Comparison

LDRI's dividend yield for the trailing twelve months is around 4.19%, more than JCPI's 3.65% yield.

	TTM	2025	2024	2023	2022
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF	4.19%	4.23%	0.83%	0.00%	0.00%
JCPI JPMorgan Inflation Managed Bond ETF	3.65%	3.93%	3.98%	3.45%	3.29%

Drawdowns

LDRI vs. JCPI - Drawdown Comparison

The maximum LDRI drawdown since its inception was -0.85%, smaller than the maximum JCPI drawdown of -7.85%. Use the drawdown chart below to compare losses from any high point for LDRI and JCPI.

Drawdown Indicators

	LDRI	JCPI	Difference
Max Drawdown Largest peak-to-trough decline	-0.85%	-7.85%	+7.00%
Max Drawdown (1Y) Largest decline over 1 year	-0.85%	-2.77%	+1.92%
Current Drawdown Current decline from peak	-0.20%	-1.13%	+0.93%
Average Drawdown Average peak-to-trough decline	-0.21%	-1.93%	+1.72%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.29%	0.71%	-0.42%

Volatility

LDRI vs. JCPI - Volatility Comparison

The current volatility for iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) is 0.58%, while JPMorgan Inflation Managed Bond ETF (JCPI) has a volatility of 1.17%. This indicates that LDRI experiences smaller price fluctuations and is considered to be less risky than JCPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LDRI	JCPI	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.58%	1.17%	-0.59%
Volatility (6M) Calculated over the trailing 6-month period	1.37%	1.96%	-0.59%
Volatility (1Y) Calculated over the trailing 1-year period	2.24%	3.73%	-1.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.37%	4.55%	-2.18%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.37%	4.55%	-2.18%