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LIBD vs. ICPI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LIBD vs. ICPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LifeX 2065 Inflation-Protected Longevity Income ETF (LIBD) and iShares 0-1 Year TIPS Bond ETF (ICPI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LIBD achieves a 0.48% return, which is significantly lower than ICPI's 2.70% return.


LIBD

1D
-0.40%
1M
0.93%
YTD
0.48%
6M
-1.01%
1Y
3.91%
3Y*
5Y*
10Y*

ICPI

1D
0.05%
1M
0.44%
YTD
2.70%
6M
2.76%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LIBD vs. ICPI - Yearly Performance Comparison


Correlation

The correlation between LIBD and ICPI is -0.30, 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 (All Time)
Calculated using the full available price history since Nov 21, 2025

-0.30

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Return for Risk

LIBD vs. ICPI — Risk / Return Rank

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

LIBD
LIBD Risk / Return Rank: 1616
Overall Rank
LIBD Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
LIBD Sortino Ratio Rank: 1616
Sortino Ratio Rank
LIBD Omega Ratio Rank: 1515
Omega Ratio Rank
LIBD Calmar Ratio Rank: 1717
Calmar Ratio Rank
LIBD Martin Ratio Rank: 1616
Martin Ratio Rank

ICPI
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.

LIBD vs. ICPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LifeX 2065 Inflation-Protected Longevity Income ETF (LIBD) and iShares 0-1 Year TIPS Bond ETF (ICPI). 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.


LIBDICPIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.08

Calmar ratioReturn relative to maximum drawdown

0.63

Martin ratioReturn relative to average drawdown

1.36

LIBD vs. ICPI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


LIBDICPIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.49

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

6.20

-5.91

Drawdowns

LIBD vs. ICPI - Drawdown Comparison

The maximum LIBD drawdown since its inception was -7.31%, which is greater than ICPI's maximum drawdown of -0.22%. Use the drawdown chart below to compare losses from any high point for LIBD and ICPI.


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Drawdown Indicators


LIBDICPIDifference

Max Drawdown

Largest peak-to-trough decline

-7.31%

-0.22%

-7.09%

Max Drawdown (1Y)

Largest decline over 1 year

-6.19%

Current Drawdown

Current decline from peak

-3.69%

0.00%

-3.69%

Average Drawdown

Average peak-to-trough decline

-3.20%

-0.03%

-3.17%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.89%

Volatility

LIBD vs. ICPI - Volatility Comparison


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Volatility by Period


LIBDICPIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.14%

Volatility (6M)

Calculated over the trailing 6-month period

5.64%

Volatility (1Y)

Calculated over the trailing 1-year period

8.08%

0.95%

+7.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.64%

0.95%

+8.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.64%

0.95%

+8.69%

LIBD vs. ICPI - Expense Ratio Comparison

LIBD has a 0.25% expense ratio, which is higher than ICPI's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

LIBD vs. ICPI - Dividend Comparison

LIBD's dividend yield for the trailing twelve months is around 11.50%, more than ICPI's 1.80% yield.


Frequently Asked Questions


LIBD and ICPI have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ICPI is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ICPI is cheaper with a 0.09% expense ratio, compared with 0.25% for LIBD.

LIBD has the higher dividend yield at 11.50%, compared with 1.80% for ICPI.

They also come from different issuers: Stone Ridge and iShares. Their fees differ too: 0.25% for LIBD and 0.09% for ICPI.

Portfolio Optimizer

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