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TDTF vs. VTP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TDTF vs. VTP - 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 Vanguard Total Inflation-Protected Securities ETF (VTP). 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 1.24% return, which is significantly higher than VTP's 0.94% return.


TDTF

1D
0.11%
1M
-0.26%
6M
0.97%
YTD
1.24%
1Y
3.72%
3Y*
4.49%
5Y*
1.38%
10Y*
2.82%

VTP

1D
0.05%
1M
-0.56%
6M
0.57%
YTD
0.94%
1Y
3.57%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TDTF vs. VTP - Yearly Performance Comparison


Correlation

The correlation between TDTF and VTP is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Jul 9, 2025

0.91

The correlation between TDTF and VTP has been stable across timeframes, ranging from 0.91 to 0.91 - a consistent structural relationship.

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Return for Risk

TDTF vs. VTP — Risk / Return Rank

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

TDTF
TDTF Risk / Return Rank: 4545
Overall Rank
TDTF Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
TDTF Sortino Ratio Rank: 4040
Sortino Ratio Rank
TDTF Omega Ratio Rank: 3838
Omega Ratio Rank
TDTF Calmar Ratio Rank: 5858
Calmar Ratio Rank
TDTF Martin Ratio Rank: 4848
Martin Ratio Rank

VTP
VTP Risk / Return Rank: 3838
Overall Rank
VTP Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
VTP Sortino Ratio Rank: 3636
Sortino Ratio Rank
VTP Omega Ratio Rank: 3434
Omega Ratio Rank
VTP Calmar Ratio Rank: 4545
Calmar Ratio Rank
VTP Martin Ratio Rank: 4141
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. VTP - 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 Vanguard Total Inflation-Protected Securities ETF (VTP). 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.


TDTFVTPDifference
Sharpe ratioReturn per unit of total volatility

+0.11

Sortino ratioReturn per unit of downside risk

+0.16

Omega ratioGain probability vs. loss probability

1.21

1.19

+0.02

Calmar ratioReturn relative to maximum drawdown

2.36

1.87

+0.49

Martin ratioReturn relative to average drawdown

6.55

5.30

+1.25

TDTF vs. VTP - Sharpe Ratio Comparison

The current TDTF Sharpe Ratio is 1.19, which is comparable to the VTP Sharpe Ratio of 1.07. The chart below compares the historical Sharpe Ratios of TDTF and VTP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TDTF vs. VTP - Drawdown Comparison

The maximum TDTF drawdown since its inception was -12.02%, which is greater than VTP's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for TDTF and VTP.


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Drawdown Indicators


TDTFVTPDifference

Max Drawdown

Largest peak-to-trough decline

-12.02%

-1.92%

-10.10%

Max Drawdown (1Y)

Largest decline over 1 year

-1.58%

-1.92%

+0.34%

Max Drawdown (3Y)

Largest decline over 3 years

-3.67%

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

-0.84%

-0.89%

+0.05%

Average Drawdown

Average peak-to-trough decline

-2.89%

-0.53%

-2.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.57%

0.68%

-0.11%

Volatility

TDTF vs. VTP - Volatility Comparison

FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) and Vanguard Total Inflation-Protected Securities ETF (VTP) have volatilities of 1.24% and 1.19%, 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


TDTFVTPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.24%

1.19%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

2.27%

2.47%

-0.20%

Volatility (1Y)

Calculated over the trailing 1-year period

3.16%

3.36%

-0.20%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.68%

3.34%

+2.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.07%

3.34%

+1.73%

TDTF vs. VTP - Expense Ratio Comparison

TDTF has a 0.18% expense ratio, which is higher than VTP's 0.05% 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. VTP - Dividend Comparison

TDTF's dividend yield for the trailing twelve months is around 5.35%, more than VTP's 2.98% yield.


PositionTTM20252024202320222021202020192018201720162015
TDTF
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
5.35%4.58%3.98%3.97%7.60%4.55%1.13%1.80%2.60%2.20%1.51%0.21%
VTP
Vanguard Total Inflation-Protected Securities ETF
2.98%1.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.91, TDTF and VTP move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

TDTF has higher volatility (1.24%) compared to VTP (1.19%). In terms of maximum drawdown, TDTF dropped -12.02% vs VTP's -1.92%.

On 1-year performance, TDTF leads with 3.72% vs 3.57% for VTP. On fees, VTP is cheaper at 0.05% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, TDTF has performed better with a 3.72% return vs 3.57%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTP is cheaper with a 0.05% expense ratio, compared with 0.18% for TDTF.

TDTF has the higher dividend yield at 5.35%, compared with 2.98% for VTP.

TDTF tracks iBoxx 5-Year Target Duration TIPS, while VTP tracks ICE U.S. Treasury Inflation Linked Bond Index. They also come from different issuers: Northern Trust and Vanguard. Their fees differ too: 0.18% for TDTF and 0.05% for VTP.

TDTF currently has the higher Sharpe Ratio (1.19 vs 1.07), 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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