LDRT vs. FENY
LDRT (iShares iBonds 1-5 Year Treasury Ladder ETF) and FENY (Fidelity MSCI Energy Index ETF) are both exchange-traded funds - LDRT is a Government Bonds fund tracking the BlackRock iBonds® 1-5 Year Treasury Ladder Index, while FENY is a Energy Equities fund tracking the MSCI USA IMI Energy 25/50 Index. Both are passively managed. Over the past year, LDRT returned 3.53% vs 27.88% for FENY. At a correlation of -0.18, they often move in opposite directions. LDRT charges 0.07%/yr vs 0.08%/yr for FENY.
Performance
LDRT vs. FENY - Performance Comparison
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Returns By Period
In the year-to-date period, LDRT achieves a 0.75% return, which is significantly lower than FENY's 25.11% return.
LDRT
- 1D
- -0.10%
- 1M
- -0.07%
- 6M
- 0.73%
- YTD
- 0.75%
- 1Y
- 3.53%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
FENY
- 1D
- 0.49%
- 1M
- -3.50%
- 6M
- 20.11%
- YTD
- 25.11%
- 1Y
- 27.88%
- 3Y*
- 13.69%
- 5Y*
- 20.05%
- 10Y*
- 8.40%
LDRT vs. FENY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF | 0.75% | 5.55% | 0.44% |
FENY Fidelity MSCI Energy Index ETF | 25.11% | 7.27% | -6.55% |
Correlation
The correlation between LDRT and FENY is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.21 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | -0.18 |
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Return for Risk
LDRT vs. FENY — Risk / Return Rank
LDRT
FENY
LDRT vs. FENY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) and Fidelity MSCI Energy Index ETF (FENY). 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.
| LDRT | FENY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.10 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.12 | 1.92 | +1.20 |
| Martin ratioReturn relative to average drawdown | 8.15 | 5.29 | +2.86 |
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Drawdowns
LDRT vs. FENY - Drawdown Comparison
The maximum LDRT drawdown since its inception was -1.11%, smaller than the maximum FENY drawdown of -74.35%. Use the drawdown chart below to compare losses from any high point for LDRT and FENY.
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Drawdown Indicators
| LDRT | FENY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.11% | -74.35% | +73.24% |
Max Drawdown (1Y)Largest decline over 1 year | -1.11% | -14.96% | +13.85% |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.47% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.64% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -69.07% | — |
Current DrawdownCurrent decline from peak | -0.54% | -11.43% | +10.89% |
Average DrawdownAverage peak-to-trough decline | -0.32% | -23.03% | +22.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 5.43% | -5.00% |
Volatility
LDRT vs. FENY - Volatility Comparison
The current volatility for iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) is 0.91%, while Fidelity MSCI Energy Index ETF (FENY) has a volatility of 6.73%. This indicates that LDRT experiences smaller price fluctuations and is considered to be less risky than FENY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LDRT | FENY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.91% | 6.73% | -5.82% |
Volatility (6M)Calculated over the trailing 6-month period | 1.81% | 16.56% | -14.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.86% | 20.71% | -17.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.80% | 26.35% | -23.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.80% | 29.78% | -26.98% |
LDRT vs. FENY - Expense Ratio Comparison
LDRT has a 0.07% expense ratio, which is lower than FENY's 0.08% 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
LDRT vs. FENY - Dividend Comparison
LDRT's dividend yield for the trailing twelve months is around 4.07%, more than FENY's 2.54% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FENY Fidelity MSCI Energy Index ETF | 2.54% | 3.18% | 3.05% | 3.33% | 3.33% | 3.69% | 4.60% | 6.43% | 3.21% | 2.94% | 2.29% | 3.05% |
LDRT iShares iBonds 1-5 Year Treasury Ladder ETF | 4.07% | 3.86% | 0.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LDRT and FENY have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FENY has higher volatility (6.73%) compared to LDRT (0.91%). In terms of maximum drawdown, LDRT dropped -1.11% vs FENY's -74.35%.
On 1-year performance, FENY leads with 27.88% vs 3.53% for LDRT. On fees, LDRT is cheaper at 0.07% per year. On volatility, LDRT has been the lower-risk option at 0.91%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, FENY has performed better with a 27.88% return vs 3.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LDRT is cheaper with a 0.07% expense ratio, compared with 0.08% for FENY.
LDRT has the higher dividend yield at 4.07%, compared with 2.54% for FENY.
LDRT is categorized as Government Bonds, while FENY is Energy Equities. LDRT tracks BlackRock iBonds® 1-5 Year Treasury Ladder Index, while FENY tracks MSCI USA IMI Energy 25/50 Index. They also come from different issuers: iShares and Fidelity. Their fees differ too: 0.07% for LDRT and 0.08% for FENY.
FENY currently has the higher Sharpe Ratio (1.39 vs 1.22), 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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