LDRI vs. TIPX
LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF) and TIPX (SPDR Bloomberg Barclays 1-10 Year TIPS ETF) are both Inflation-Protected Bonds funds - LDRI tracks the BlackRock iBonds® 1-5 Year TIPS Ladder Index while TIPX tracks the Bloomberg US Govt Inflation-Linked (1-10 Y). Both are passively managed. Over the past year, LDRI returned 2.94% vs 2.47% for TIPX. Their 0.64 correlation means they have sometimes moved together and sometimes differently. LDRI charges 0.10%/yr vs 0.15%/yr for TIPX.
Performance
LDRI vs. TIPX - Performance Comparison
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Returns By Period
In the year-to-date period, LDRI achieves a 1.55% return, which is significantly higher than TIPX's 1.17% return.
LDRI
- 1D
- -0.10%
- 1M
- 0.02%
- 6M
- 1.20%
- YTD
- 1.55%
- 1Y
- 2.94%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.39%
TIPX
- 1D
- -0.05%
- 1M
- -0.11%
- 6M
- 0.59%
- YTD
- 1.17%
- 1Y
- 2.47%
- 3Y*
- 4.70%
- 5Y*
- 1.68%
- 10Y*
- 2.84%
- ALL TIME*
- 2.21%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $174.90K | $199.08K | $209.34K | |
| $5.51M | $5.69M | $8.31M |
LDRI vs. TIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 1.55% | 5.94% | 0.10% |
TIPX SPDR Bloomberg Barclays 1-10 Year TIPS ETF | 1.17% | 7.15% | -0.45% |
Correlation
The correlation between LDRI and TIPX is 0.65, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.65 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.64 |
The correlation between LDRI and TIPX has been stable across timeframes, ranging from 0.64 to 0.65 - a consistent structural relationship.
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Return for Risk
LDRI vs. TIPX — Risk / Return Rank
LDRI
TIPX
LDRI vs. TIPX - 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 SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX). 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 | TIPX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.59 | ||
| Sortino ratioReturn per unit of downside risk | +0.84 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.21 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 5.23 | 2.41 | +2.83 |
| Martin ratioReturn relative to average drawdown | 13.20 | 6.42 | +6.78 |
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Drawdowns
LDRI vs. TIPX - Drawdown Comparison
The maximum LDRI drawdown since its inception was -0.85%, smaller than the maximum TIPX drawdown of -10.06%. Use the drawdown chart below to compare losses from any high point for LDRI and TIPX.
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Drawdown Indicators
| LDRI | TIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.85% | -10.06% | +9.21% |
Max Drawdown (1Y)Largest decline over 1 year | -0.63% | -1.29% | +0.66% |
Max Drawdown (3Y)Largest decline over 3 years | — | -2.32% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -10.06% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -10.06% | — |
Current DrawdownCurrent decline from peak | -0.41% | -0.84% | +0.43% |
Average DrawdownAverage peak-to-trough decline | -0.21% | -2.27% | +2.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.25% | 0.48% | -0.23% |
Volatility
LDRI vs. TIPX - Volatility Comparison
The current volatility for iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) is 0.48%, while SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) has a volatility of 0.65%. This indicates that LDRI experiences smaller price fluctuations and is considered to be less risky than TIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LDRI | TIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.48% | 0.65% | -0.17% |
Volatility (6M)Calculated over the trailing 6-month period | 1.21% | 1.99% | -0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.86% | 2.64% | -0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.26% | 4.62% | -2.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.26% | 4.31% | -2.05% |
LDRI vs. TIPX - Expense Ratio Comparison
LDRI has a 0.10% expense ratio, which is lower than TIPX's 0.15% 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%.
Dividends
LDRI vs. TIPX - Dividend Comparison
LDRI's dividend yield for the trailing twelve months is around 5.02%, less than TIPX's 5.17% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 5.02% | 4.23% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TIPX SPDR Bloomberg Barclays 1-10 Year TIPS ETF | 4.87% | 3.78% | 3.57% | 3.57% | 6.08% | 4.26% | 1.73% | 2.53% | 1.90% | 2.84% | 1.04% | 0.06% |
Frequently Asked Questions
LDRI and TIPX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TIPX has higher volatility (0.65%) compared to LDRI (0.48%). In terms of maximum drawdown, LDRI dropped -0.85% vs TIPX's -10.06%.
On 1-year performance, LDRI leads with 2.94% vs 2.47% for TIPX. On fees, LDRI is cheaper at 0.10% per year. On volatility, LDRI has been the lower-risk option at 0.48%. 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 2.94% return vs 2.47%. 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 0.15% for TIPX.
LDRI has the higher dividend yield at 5.02%, compared with 4.87% for TIPX.
LDRI tracks BlackRock iBonds® 1-5 Year TIPS Ladder Index, while TIPX tracks Bloomberg US Govt Inflation-Linked (1-10 Y). They also come from different issuers: iShares and State Street. Their fees differ too: 0.10% for LDRI and 0.15% for TIPX.
LDRI currently has the higher Sharpe Ratio (1.77 vs 1.18), 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.
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