LDRI vs. TIPZ
Compare and contrast key facts about iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) and PIMCO Broad US TIPS Index ETF (TIPZ).
LDRI and TIPZ 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. TIPZ is a passively managed fund by PIMCO that tracks the performance of the ICE BofA US Inflation-Linked Treasury. It was launched on Sep 3, 2009. Both LDRI and TIPZ 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. TIPZ - Performance Comparison
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LDRI vs. TIPZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 0.87% | 5.94% | 0.10% |
TIPZ PIMCO Broad US TIPS Index ETF | 1.43% | 5.87% | -1.55% |
Returns By Period
In the year-to-date period, LDRI achieves a 0.87% return, which is significantly lower than TIPZ's 1.43% return.
LDRI
- 1D
- -0.02%
- 1M
- 0.22%
- YTD
- 0.87%
- 6M
- 1.30%
- 1Y
- 3.75%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TIPZ
- 1D
- -0.04%
- 1M
- -1.19%
- YTD
- 1.43%
- 6M
- 0.14%
- 1Y
- 2.87%
- 3Y*
- 2.96%
- 5Y*
- 1.07%
- 10Y*
- 2.40%
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LDRI vs. TIPZ - Expense Ratio Comparison
LDRI has a 0.10% expense ratio, which is lower than TIPZ's 0.20% 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%.
Return for Risk
LDRI vs. TIPZ — Risk / Return Rank
LDRI
TIPZ
LDRI vs. TIPZ - 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 PIMCO Broad US TIPS Index ETF (TIPZ). 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 | TIPZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.69 | 0.63 | +1.06 |
Sortino ratioReturn per unit of downside risk | 2.49 | 0.87 | +1.62 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.12 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 4.31 | 1.03 | +3.29 |
Martin ratioReturn relative to average drawdown | 12.67 | 2.96 | +9.71 |
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 | TIPZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.69 | 0.63 | +1.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.17 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.41 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.12 | 0.52 | +1.61 |
Correlation
The correlation between LDRI and TIPZ 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. TIPZ - Dividend Comparison
LDRI's dividend yield for the trailing twelve months is around 4.19%, more than TIPZ's 3.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 4.19% | 4.23% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TIPZ PIMCO Broad US TIPS Index ETF | 3.95% | 4.74% | 4.44% | 4.69% | 7.14% | 4.41% | 1.47% | 1.65% | 2.23% | 1.70% | 1.06% | 0.56% |
Drawdowns
LDRI vs. TIPZ - Drawdown Comparison
The maximum LDRI drawdown since its inception was -0.85%, smaller than the maximum TIPZ drawdown of -15.77%. Use the drawdown chart below to compare losses from any high point for LDRI and TIPZ.
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Drawdown Indicators
| LDRI | TIPZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.85% | -15.77% | +14.92% |
Max Drawdown (1Y)Largest decline over 1 year | -0.85% | -2.86% | +2.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.77% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -15.77% | — |
Current DrawdownCurrent decline from peak | -0.22% | -2.54% | +2.32% |
Average DrawdownAverage peak-to-trough decline | -0.21% | -4.36% | +4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.29% | 0.99% | -0.70% |
Volatility
LDRI vs. TIPZ - Volatility Comparison
The current volatility for iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) is 0.58%, while PIMCO Broad US TIPS Index ETF (TIPZ) has a volatility of 1.45%. This indicates that LDRI experiences smaller price fluctuations and is considered to be less risky than TIPZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LDRI | TIPZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 1.45% | -0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 1.37% | 2.86% | -1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.23% | 4.58% | -2.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.36% | 6.38% | -4.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.36% | 5.86% | -3.50% |