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LQDI vs. ICPI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LQDI vs. ICPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Inflation Hedged Corporate Bond ETF (LQDI) 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, LQDI achieves a 1.72% return, which is significantly lower than ICPI's 2.70% return.


LQDI

1D
-0.39%
1M
0.66%
YTD
1.72%
6M
1.56%
1Y
7.30%
3Y*
5.84%
5Y*
1.93%
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)

LQDI vs. ICPI - Yearly Performance Comparison


Correlation

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

-0.21

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Return for Risk

LQDI vs. ICPI — Risk / Return Rank

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

LQDI
LQDI Risk / Return Rank: 4444
Overall Rank
LQDI Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
LQDI Sortino Ratio Rank: 4242
Sortino Ratio Rank
LQDI Omega Ratio Rank: 4040
Omega Ratio Rank
LQDI Calmar Ratio Rank: 5151
Calmar Ratio Rank
LQDI Martin Ratio Rank: 4747
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.

LQDI vs. ICPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Inflation Hedged Corporate Bond ETF (LQDI) 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.


LQDIICPIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.26

Calmar ratioReturn relative to maximum drawdown

2.54

Martin ratioReturn relative to average drawdown

7.71

LQDI vs. ICPI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


LQDIICPIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.47

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.24

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

6.20

-5.80

Drawdowns

LQDI vs. ICPI - Drawdown Comparison

The maximum LQDI drawdown since its inception was -28.99%, which is greater than ICPI's maximum drawdown of -0.22%. Use the drawdown chart below to compare losses from any high point for LQDI and ICPI.


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Drawdown Indicators


LQDIICPIDifference

Max Drawdown

Largest peak-to-trough decline

-28.99%

-0.22%

-28.77%

Max Drawdown (1Y)

Largest decline over 1 year

-2.88%

Max Drawdown (3Y)

Largest decline over 3 years

-6.27%

Max Drawdown (5Y)

Largest decline over 5 years

-20.67%

Current Drawdown

Current decline from peak

-0.39%

0.00%

-0.39%

Average Drawdown

Average peak-to-trough decline

-5.25%

-0.03%

-5.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

Volatility

LQDI vs. ICPI - Volatility Comparison


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Volatility by Period


LQDIICPIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.20%

Volatility (6M)

Calculated over the trailing 6-month period

3.44%

Volatility (1Y)

Calculated over the trailing 1-year period

4.97%

0.95%

+4.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.18%

0.95%

+7.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.84%

0.95%

+9.89%

LQDI vs. ICPI - Expense Ratio Comparison

LQDI has a 0.18% 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

LQDI vs. ICPI - Dividend Comparison

LQDI's dividend yield for the trailing twelve months is around 4.58%, more than ICPI's 1.80% yield.


PositionTTM20252024202320222021202020192018
ICPI
iShares 0-1 Year TIPS Bond ETF
1.80%0.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LQDI
iShares Inflation Hedged Corporate Bond ETF
4.58%4.46%4.65%3.98%3.27%2.42%2.34%3.26%2.53%

Frequently Asked Questions


LQDI and ICPI 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.

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 0.18% for LQDI.

LQDI has the higher dividend yield at 4.58%, compared with 1.80% for ICPI.

Their fees differ too: 0.18% for LQDI and 0.09% for ICPI.

Portfolio Optimizer

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