LRNZ vs. IBID
LRNZ (TrueShares Technology, AI & Deep Learning ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - LRNZ is a Large Cap Growth Equities fund actively managed by TrueMark Investments, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. LRNZ is actively managed, while IBID is passively managed. Over the past year, LRNZ returned 34.87% vs 4.00% for IBID. At a correlation of -0.02, they often move in opposite directions. LRNZ charges 0.68%/yr vs 0.10%/yr for IBID.
Performance
LRNZ vs. IBID - Performance Comparison
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Returns By Period
In the year-to-date period, LRNZ achieves a 23.78% return, which is significantly higher than IBID's 1.94% return.
LRNZ
- 1D
- 0.04%
- 1M
- 8.75%
- YTD
- 23.78%
- 6M
- 21.66%
- 1Y
- 34.87%
- 3Y*
- 23.92%
- 5Y*
- 5.32%
- 10Y*
- —
IBID
- 1D
- -0.00%
- 1M
- -0.25%
- YTD
- 1.94%
- 6M
- 1.99%
- 1Y
- 4.00%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LRNZ vs. IBID - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
LRNZ TrueShares Technology, AI & Deep Learning ETF | 23.78% | 22.27% | 2.01% | 21.88% |
IBID iShares iBonds Oct 2027 Term TIPS ETF | 1.94% | 5.66% | 4.71% | 2.61% |
Correlation
The correlation between LRNZ and IBID is -0.12, 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 | -0.12 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 2023 | -0.02 |
The correlation between LRNZ and IBID shifts across timeframes, from -0.12 (1 year) to -0.02 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
LRNZ vs. IBID — Risk / Return Rank
LRNZ
IBID
LRNZ vs. IBID - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for TrueShares Technology, AI & Deep Learning ETF (LRNZ) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). 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.
| LRNZ | IBID | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.11 | ||
| Sortino ratioReturn per unit of downside risk | -3.84 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.74 | -0.54 |
| Calmar ratioReturn relative to maximum drawdown | 1.30 | 7.30 | -6.00 |
| Martin ratioReturn relative to average drawdown | 3.15 | 28.77 | -25.62 |
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Drawdowns
LRNZ vs. IBID - Drawdown Comparison
The maximum LRNZ drawdown since its inception was -61.33%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for LRNZ and IBID.
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Drawdown Indicators
| LRNZ | IBID | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.33% | -1.28% | -60.05% |
Max Drawdown (1Y)Largest decline over 1 year | -26.89% | -0.55% | -26.34% |
Max Drawdown (3Y)Largest decline over 3 years | -33.10% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -61.33% | — | — |
Current DrawdownCurrent decline from peak | -7.87% | -0.55% | -7.32% |
Average DrawdownAverage peak-to-trough decline | -26.48% | -0.22% | -26.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.09% | 0.14% | +10.95% |
Volatility
LRNZ vs. IBID - Volatility Comparison
TrueShares Technology, AI & Deep Learning ETF (LRNZ) has a higher volatility of 14.14% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.35%. This indicates that LRNZ's price experiences larger fluctuations and is considered to be riskier than IBID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LRNZ | IBID | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.14% | 0.35% | +13.79% |
Volatility (6M)Calculated over the trailing 6-month period | 24.55% | 0.86% | +23.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.44% | 1.23% | +29.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.45% | 2.24% | +35.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.68% | 2.24% | +35.44% |
LRNZ vs. IBID - Expense Ratio Comparison
LRNZ has a 0.68% expense ratio, which is higher than IBID's 0.10% expense ratio.
Dividends
LRNZ vs. IBID - Dividend Comparison
LRNZ has not paid dividends to shareholders, while IBID's dividend yield for the trailing twelve months is around 3.68%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
IBID iShares iBonds Oct 2027 Term TIPS ETF | 3.68% | 4.43% | 4.24% | 0.81% | 0.00% | 0.00% |
LRNZ TrueShares Technology, AI & Deep Learning ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.13% |
Frequently Asked Questions
LRNZ and IBID have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LRNZ has higher volatility (14.14%) compared to IBID (0.35%). In terms of maximum drawdown, LRNZ dropped -61.33% vs IBID's -1.28%.
On 1-year performance, LRNZ leads with 34.87% vs 4.00% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.35%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, LRNZ has performed better with a 34.87% return vs 4.00%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBID is cheaper with a 0.10% expense ratio, compared with 0.68% for LRNZ.
IBID has the higher dividend yield at 3.68%, compared with 0.00% for LRNZ.
LRNZ is categorized as Large Cap Growth Equities, while IBID is Inflation-Protected Bonds. They also come from different issuers: TrueMark Investments and iShares. Their fees differ too: 0.68% for LRNZ and 0.10% for IBID.
IBID currently has the higher Sharpe Ratio (3.26 vs 1.15), 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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