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TDTF vs. ICPI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TDTF vs. ICPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) 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, TDTF achieves a 1.52% return, which is significantly lower than ICPI's 2.70% return.


TDTF

1D
-0.13%
1M
-0.44%
YTD
1.52%
6M
1.18%
1Y
5.07%
3Y*
4.56%
5Y*
1.72%
10Y*
2.93%

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)

TDTF vs. ICPI - Yearly Performance Comparison


Correlation

The correlation between TDTF and ICPI is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 21, 2025

0.04

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Return for Risk

TDTF vs. ICPI — Risk / Return Rank

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

TDTF
TDTF Risk / Return Rank: 5454
Overall Rank
TDTF Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
TDTF Sortino Ratio Rank: 5252
Sortino Ratio Rank
TDTF Omega Ratio Rank: 4848
Omega Ratio Rank
TDTF Calmar Ratio Rank: 6565
Calmar Ratio Rank
TDTF Martin Ratio Rank: 6060
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.

TDTF vs. ICPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) 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.


TDTFICPIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.30

Calmar ratioReturn relative to maximum drawdown

3.22

Martin ratioReturn relative to average drawdown

10.66

TDTF vs. ICPI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


TDTFICPIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.58

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

6.20

-5.73

Drawdowns

TDTF vs. ICPI - Drawdown Comparison

The maximum TDTF drawdown since its inception was -12.02%, which is greater than ICPI's maximum drawdown of -0.22%. Use the drawdown chart below to compare losses from any high point for TDTF and ICPI.


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Drawdown Indicators


TDTFICPIDifference

Max Drawdown

Largest peak-to-trough decline

-12.02%

-0.22%

-11.80%

Max Drawdown (1Y)

Largest decline over 1 year

-1.58%

Max Drawdown (3Y)

Largest decline over 3 years

-3.79%

Max Drawdown (5Y)

Largest decline over 5 years

-12.02%

Max Drawdown (10Y)

Largest decline over 10 years

-12.02%

Current Drawdown

Current decline from peak

-0.57%

0.00%

-0.57%

Average Drawdown

Average peak-to-trough decline

-2.91%

-0.03%

-2.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.48%

Volatility

TDTF vs. ICPI - Volatility Comparison


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Volatility by Period


TDTFICPIDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.73%

Volatility (6M)

Calculated over the trailing 6-month period

1.97%

Volatility (1Y)

Calculated over the trailing 1-year period

3.06%

0.95%

+2.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.69%

0.95%

+4.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.07%

0.95%

+4.12%

TDTF vs. ICPI - Expense Ratio Comparison

TDTF 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

TDTF vs. ICPI - Dividend Comparison

TDTF's dividend yield for the trailing twelve months is around 4.71%, more than ICPI's 1.80% yield.


PositionTTM20252024202320222021202020192018201720162015
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%0.00%0.00%0.00%
TDTF
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
4.71%4.58%3.98%3.97%7.60%4.55%1.13%1.80%2.60%2.20%1.51%0.21%

Frequently Asked Questions


TDTF and ICPI have a correlation of 0.04, 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 TDTF.

TDTF has the higher dividend yield at 4.71%, compared with 1.80% for ICPI.

TDTF tracks iBoxx 5-Year Target Duration TIPS, while ICPI tracks ICE U.S. Treasury 0-1 Year Inflation Linked Bond Index. They also come from different issuers: Northern Trust and iShares. Their fees differ too: 0.18% for TDTF and 0.09% for ICPI.

Portfolio Optimizer

Find the right allocation for TDTF and ICPI

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