STIP vs. LDRI
Compare and contrast key facts about iShares 0-5 Year TIPS Bond ETF (STIP) and iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI).
STIP and LDRI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. STIP is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Dec 1, 2010. LDRI is a passively managed fund by iShares that tracks the performance of the BlackRock iBonds® 1-5 Year TIPS Ladder Index. It was launched on Nov 7, 2024. Both STIP and LDRI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
STIP vs. LDRI - Performance Comparison
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STIP vs. LDRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
STIP iShares 0-5 Year TIPS Bond ETF | 1.02% | 6.03% | 0.14% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 0.89% | 5.94% | 0.10% |
Returns By Period
In the year-to-date period, STIP achieves a 1.02% return, which is significantly higher than LDRI's 0.89% return.
STIP
- 1D
- 0.05%
- 1M
- 0.11%
- YTD
- 1.02%
- 6M
- 1.38%
- 1Y
- 3.99%
- 3Y*
- 4.69%
- 5Y*
- 3.49%
- 10Y*
- 3.11%
LDRI
- 1D
- 0.09%
- 1M
- 0.12%
- YTD
- 0.89%
- 6M
- 1.40%
- 1Y
- 3.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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STIP vs. LDRI - Expense Ratio Comparison
STIP has a 0.06% expense ratio, which is lower than LDRI's 0.10% 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%.
Return for Risk
STIP vs. LDRI — Risk / Return Rank
STIP
LDRI
STIP vs. LDRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 0-5 Year TIPS Bond ETF (STIP) 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.
| STIP | LDRI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 1.65 | +0.54 |
Sortino ratioReturn per unit of downside risk | 3.34 | 2.43 | +0.91 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.35 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 4.30 | 4.62 | -0.33 |
Martin ratioReturn relative to average drawdown | 14.63 | 13.57 | +1.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STIP | LDRI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 1.65 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.27 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.27 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.05 | 2.13 | -1.08 |
Correlation
The correlation between STIP and LDRI is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
STIP vs. LDRI - Dividend Comparison
STIP's dividend yield for the trailing twelve months is around 3.93%, less than LDRI's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
STIP iShares 0-5 Year TIPS Bond ETF | 3.93% | 4.11% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 4.19% | 4.23% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
STIP vs. LDRI - Drawdown Comparison
The maximum STIP drawdown since its inception was -5.50%, which is greater than LDRI's maximum drawdown of -0.85%. Use the drawdown chart below to compare losses from any high point for STIP and LDRI.
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Drawdown Indicators
| STIP | LDRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.50% | -0.85% | -4.65% |
Max Drawdown (1Y)Largest decline over 1 year | -0.95% | -0.85% | -0.10% |
Max Drawdown (5Y)Largest decline over 5 years | -5.50% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -5.50% | — | — |
Current DrawdownCurrent decline from peak | -0.24% | -0.20% | -0.04% |
Average DrawdownAverage peak-to-trough decline | -1.00% | -0.21% | -0.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.28% | 0.29% | -0.01% |
Volatility
STIP vs. LDRI - Volatility Comparison
iShares 0-5 Year TIPS Bond ETF (STIP) and iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) have volatilities of 0.59% and 0.58%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STIP | LDRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.59% | 0.58% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 0.97% | 1.37% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.83% | 2.24% | -0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 2.37% | +0.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.45% | 2.37% | +0.08% |