LTPZ vs. LDRI
LTPZ (PIMCO 15+ Year U.S. TIPS Index ETF) and LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF) are both Inflation-Protected Bonds funds - LTPZ tracks the ICE BofA US Inflation-Linked Treasury (15+ Y) while LDRI tracks the BlackRock iBonds® 1-5 Year TIPS Ladder Index. Both are passively managed. Over the past year, LTPZ returned -2.09% vs 2.97% for LDRI. Their 0.38 correlation means their historical movements had little consistent relationship. LTPZ charges 0.20%/yr vs 0.10%/yr for LDRI.
Performance
LTPZ vs. LDRI - Performance Comparison
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Returns By Period
In the year-to-date period, LTPZ achieves a -3.35% return, which is significantly lower than LDRI's 1.58% return.
LTPZ
- 1D
- 0.42%
- 1M
- -3.33%
- 6M
- -2.92%
- YTD
- -3.35%
- 1Y
- -2.09%
- 3Y*
- -1.08%
- 5Y*
- -7.35%
- 10Y*
- -0.17%
- ALL TIME*
- 2.81%
LDRI
- 1D
- 0.03%
- 1M
- 0.05%
- 6M
- 1.22%
- YTD
- 1.58%
- 1Y
- 2.97%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 4.38%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $122.54K | $198.03K | $209.29K | |
| $12.67M | $8.82M | $7.84M |
LTPZ vs. LDRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
LTPZ PIMCO 15+ Year U.S. TIPS Index ETF | -3.35% | 4.00% | -4.23% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 1.58% | 5.94% | 0.10% |
Correlation
The correlation between LTPZ and LDRI is 0.35, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Nov 8, 2024 | 0.38 |
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Return for Risk
LTPZ vs. LDRI — Risk / Return Rank
LTPZ
LDRI
LTPZ vs. LDRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO 15+ Year U.S. TIPS Index ETF (LTPZ) and iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI). 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.
| LTPZ | LDRI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.63 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.33 | -0.36 |
| Calmar ratioReturn relative to maximum drawdown | -0.26 | 4.73 | -4.99 |
| Martin ratioReturn relative to average drawdown | -0.54 | 11.88 | -12.41 |
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Drawdowns
LTPZ vs. LDRI - Drawdown Comparison
The maximum LTPZ drawdown since its inception was -40.99%, which is greater than LDRI's maximum drawdown of -0.85%. Use the drawdown chart below to compare losses from any high point for LTPZ and LDRI.
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Drawdown Indicators
| LTPZ | LDRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.99% | -0.85% | -40.14% |
Max Drawdown (1Y)Largest decline over 1 year | -8.09% | -0.63% | -7.46% |
Max Drawdown (3Y)Largest decline over 3 years | -12.64% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -40.99% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -40.99% | — | — |
Current DrawdownCurrent decline from peak | -35.26% | -0.38% | -34.88% |
Average DrawdownAverage peak-to-trough decline | -12.61% | -0.21% | -12.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 0.25% | +3.64% |
Volatility
LTPZ vs. LDRI - Volatility Comparison
PIMCO 15+ Year U.S. TIPS Index ETF (LTPZ) has a higher volatility of 2.08% compared to iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) at 0.47%. This indicates that LTPZ's price experiences larger fluctuations and is considered to be riskier than LDRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LTPZ | LDRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 0.47% | +1.61% |
Volatility (6M)Calculated over the trailing 6-month period | 6.77% | 1.21% | +5.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.01% | 1.84% | +7.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.86% | 2.25% | +13.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.02% | 2.25% | +12.77% |
LTPZ vs. LDRI - Expense Ratio Comparison
LTPZ has a 0.20% expense ratio, which is higher than LDRI's 0.10% 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
LTPZ vs. LDRI - Dividend Comparison
LTPZ's dividend yield for the trailing twelve months is around 7.00%, more than LDRI's 5.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 5.02% | 4.23% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LTPZ PIMCO 15+ Year U.S. TIPS Index ETF | 7.00% | 4.64% | 3.71% | 3.71% | 8.38% | 3.56% | 1.42% | 1.74% | 3.05% | 2.25% | 2.32% | 0.71% |
Frequently Asked Questions
LTPZ and LDRI have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LTPZ has higher volatility (2.08%) compared to LDRI (0.47%). In terms of maximum drawdown, LTPZ dropped -40.99% vs LDRI's -0.85%.
On 1-year performance, LDRI leads with 2.97% vs -2.09% for LTPZ. On fees, LDRI is cheaper at 0.10% per year. On volatility, LDRI has been the lower-risk option at 0.47%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, LDRI has performed better with a 2.97% return vs -2.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
LDRI is cheaper with a 0.10% expense ratio, compared with 0.20% for LTPZ.
LTPZ has the higher dividend yield at 7.00%, compared with 5.02% for LDRI.
LTPZ tracks ICE BofA US Inflation-Linked Treasury (15+ Y), while LDRI tracks BlackRock iBonds® 1-5 Year TIPS Ladder Index. They also come from different issuers: PIMCO and iShares. Their fees differ too: 0.20% for LTPZ and 0.10% for LDRI.
LDRI currently has the higher Sharpe Ratio (1.63 vs -0.23), 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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