PortfoliosLab logoPortfoliosLab logo
TDTF vs. JSCP
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TDTF vs. JSCP - 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 JPMorgan Short Duration Core Plus ETF (JSCP). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

TDTF vs. JSCP - Yearly Performance Comparison


2026 (YTD)20252024202320222021
TDTF
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
0.50%7.83%2.40%4.10%-9.73%5.58%
JSCP
JPMorgan Short Duration Core Plus ETF
0.18%6.86%5.06%6.22%-5.80%0.18%

Returns By Period

In the year-to-date period, TDTF achieves a 0.50% return, which is significantly higher than JSCP's 0.18% return.


TDTF

1D
-0.10%
1M
-0.84%
YTD
0.50%
6M
0.44%
1Y
3.86%
3Y*
3.67%
5Y*
1.99%
10Y*
2.87%

JSCP

1D
0.00%
1M
-0.61%
YTD
0.18%
6M
1.36%
1Y
4.84%
3Y*
5.41%
5Y*
2.45%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TDTF vs. JSCP - Expense Ratio Comparison

TDTF has a 0.18% expense ratio, which is lower than JSCP's 0.33% expense ratio.


Return for Risk

TDTF vs. JSCP — Risk / Return Rank

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

TDTF
TDTF Risk / Return Rank: 5252
Overall Rank
TDTF Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
TDTF Sortino Ratio Rank: 5252
Sortino Ratio Rank
TDTF Omega Ratio Rank: 4646
Omega Ratio Rank
TDTF Calmar Ratio Rank: 5454
Calmar Ratio Rank
TDTF Martin Ratio Rank: 5353
Martin Ratio Rank

JSCP
JSCP Risk / Return Rank: 9494
Overall Rank
JSCP Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
JSCP Sortino Ratio Rank: 9797
Sortino Ratio Rank
JSCP Omega Ratio Rank: 9595
Omega Ratio Rank
JSCP Calmar Ratio Rank: 8989
Calmar Ratio Rank
JSCP Martin Ratio Rank: 9393
Martin Ratio Rank
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. JSCP - 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 JPMorgan Short Duration Core Plus ETF (JSCP). 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.


TDTFJSCPDifference

Sharpe ratio

Return per unit of total volatility

1.02

2.30

-1.29

Sortino ratio

Return per unit of downside risk

1.45

3.71

-2.26

Omega ratio

Gain probability vs. loss probability

1.19

1.49

-0.30

Calmar ratio

Return relative to maximum drawdown

1.46

3.09

-1.62

Martin ratio

Return relative to average drawdown

5.43

14.44

-9.01

TDTF vs. JSCP - Sharpe Ratio Comparison

The current TDTF Sharpe Ratio is 1.02, which is lower than the JSCP Sharpe Ratio of 2.30. The chart below compares the historical Sharpe Ratios of TDTF and JSCP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


TDTFJSCPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.02

2.30

-1.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.35

0.96

-0.61

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.57

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.93

-0.47

Correlation

The correlation between TDTF and JSCP is 0.68, 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

TDTF vs. JSCP - Dividend Comparison

TDTF's dividend yield for the trailing twelve months is around 3.82%, less than JSCP's 4.59% yield.


TTM20252024202320222021202020192018201720162015
TDTF
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
3.82%4.58%3.98%3.97%7.60%4.55%1.13%1.80%2.60%2.20%1.51%0.21%
JSCP
JPMorgan Short Duration Core Plus ETF
4.59%4.64%4.76%4.13%2.51%1.09%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

TDTF vs. JSCP - Drawdown Comparison

The maximum TDTF drawdown since its inception was -12.02%, which is greater than JSCP's maximum drawdown of -8.90%. Use the drawdown chart below to compare losses from any high point for TDTF and JSCP.


Loading graphics...

Drawdown Indicators


TDTFJSCPDifference

Max Drawdown

Largest peak-to-trough decline

-12.02%

-8.90%

-3.12%

Max Drawdown (1Y)

Largest decline over 1 year

-2.56%

-1.59%

-0.97%

Max Drawdown (5Y)

Largest decline over 5 years

-12.02%

-8.90%

-3.12%

Max Drawdown (10Y)

Largest decline over 10 years

-12.02%

Current Drawdown

Current decline from peak

-1.03%

-0.79%

-0.24%

Average Drawdown

Average peak-to-trough decline

-2.94%

-2.12%

-0.82%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.69%

0.34%

+0.35%

Volatility

TDTF vs. JSCP - Volatility Comparison

FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) has a higher volatility of 1.15% compared to JPMorgan Short Duration Core Plus ETF (JSCP) at 0.72%. This indicates that TDTF's price experiences larger fluctuations and is considered to be riskier than JSCP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


TDTFJSCPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.15%

0.72%

+0.43%

Volatility (6M)

Calculated over the trailing 6-month period

2.11%

1.14%

+0.97%

Volatility (1Y)

Calculated over the trailing 1-year period

3.81%

2.11%

+1.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.70%

2.55%

+3.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.08%

2.57%

+2.51%