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TDTT vs. QLC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TDTT vs. QLC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) and FlexShares US Quality Large Cap Index Fund (QLC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TDTT achieves a 1.81% return, which is significantly lower than QLC's 11.39% return. Over the past 10 years, TDTT has underperformed QLC with an annualized return of 3.11%, while QLC has yielded a comparatively higher 14.83% annualized return.


TDTT

1D
0.00%
1M
-0.06%
YTD
1.81%
6M
1.77%
1Y
4.65%
3Y*
5.00%
5Y*
2.85%
10Y*
3.11%

QLC

1D
-0.74%
1M
5.38%
YTD
11.39%
6M
11.88%
1Y
33.09%
3Y*
25.39%
5Y*
15.29%
10Y*
14.83%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TDTT vs. QLC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TDTT
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
1.81%6.67%3.96%4.40%-4.58%5.49%6.84%5.74%0.25%0.43%
QLC
FlexShares US Quality Large Cap Index Fund
11.39%23.26%26.71%26.02%-17.21%28.46%13.64%24.51%-8.12%21.73%

Correlation

The correlation between TDTT and QLC is 0.01, 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 (1Y)
Calculated over the trailing 1-year period

0.01

Correlation (3Y)
Calculated over the trailing 3-year period

0.08

Correlation (5Y)
Calculated over the trailing 5-year period

0.13

Correlation (10Y)
Calculated over the trailing 10-year period

0.06

Correlation (All Time)
Calculated using the full available price history since Sep 25, 2015

0.06

The correlation between TDTT and QLC shifts across timeframes, from 0.01 (1 year) to 0.13 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

TDTT vs. QLC — Risk / Return Rank

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

TDTT
TDTT Risk / Return Rank: 8484
Overall Rank
TDTT Sharpe Ratio Rank: 7878
Sharpe Ratio Rank
TDTT Sortino Ratio Rank: 9090
Sortino Ratio Rank
TDTT Omega Ratio Rank: 8484
Omega Ratio Rank
TDTT Calmar Ratio Rank: 8888
Calmar Ratio Rank
TDTT Martin Ratio Rank: 8282
Martin Ratio Rank

QLC
QLC Risk / Return Rank: 8181
Overall Rank
QLC Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
QLC Sortino Ratio Rank: 8282
Sortino Ratio Rank
QLC Omega Ratio Rank: 8080
Omega Ratio Rank
QLC Calmar Ratio Rank: 7575
Calmar Ratio Rank
QLC Martin Ratio Rank: 8585
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.

TDTT vs. QLC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) and FlexShares US Quality Large Cap Index Fund (QLC). 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.


TDTTQLCDifference
Sharpe ratioReturn per unit of total volatility

-0.15

Sortino ratioReturn per unit of downside risk

+0.49

Omega ratioGain probability vs. loss probability

1.51

1.48

+0.03

Calmar ratioReturn relative to maximum drawdown

5.17

3.76

+1.41

Martin ratioReturn relative to average drawdown

16.59

17.59

-1.00

TDTT vs. QLC - Sharpe Ratio Comparison

The current TDTT Sharpe Ratio is 2.54, which is comparable to the QLC Sharpe Ratio of 2.69. The chart below compares the historical Sharpe Ratios of TDTT and QLC, 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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Sharpe Ratios by Period


TDTTQLCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.54

2.69

-0.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.78

0.91

-0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.92

0.81

+0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

0.69

0.80

-0.10

Drawdowns

TDTT vs. QLC - Drawdown Comparison

The maximum TDTT drawdown since its inception was -6.97%, smaller than the maximum QLC drawdown of -35.86%. Use the drawdown chart below to compare losses from any high point for TDTT and QLC.


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Drawdown Indicators


TDTTQLCDifference

Max Drawdown

Largest peak-to-trough decline

-6.97%

-35.86%

+28.89%

Max Drawdown (1Y)

Largest decline over 1 year

-0.90%

-8.84%

+7.94%

Max Drawdown (3Y)

Largest decline over 3 years

-1.53%

-18.49%

+16.96%

Max Drawdown (5Y)

Largest decline over 5 years

-6.97%

-23.81%

+16.84%

Max Drawdown (10Y)

Largest decline over 10 years

-6.97%

-35.86%

+28.89%

Current Drawdown

Current decline from peak

-0.14%

-0.74%

+0.60%

Average Drawdown

Average peak-to-trough decline

-1.60%

-4.54%

+2.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.28%

1.89%

-1.61%

Volatility

TDTT vs. QLC - Volatility Comparison

The current volatility for FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (TDTT) is 0.46%, while FlexShares US Quality Large Cap Index Fund (QLC) has a volatility of 2.94%. This indicates that TDTT experiences smaller price fluctuations and is considered to be less risky than QLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TDTTQLCDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.46%

2.94%

-2.48%

Volatility (6M)

Calculated over the trailing 6-month period

1.21%

9.51%

-8.30%

Volatility (1Y)

Calculated over the trailing 1-year period

1.85%

12.38%

-10.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.67%

16.82%

-13.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.38%

18.42%

-15.04%

TDTT vs. QLC - Expense Ratio Comparison

TDTT has a 0.18% expense ratio, which is lower than QLC's 0.25% 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%.


Dividends

TDTT vs. QLC - Dividend Comparison

TDTT's dividend yield for the trailing twelve months is around 4.54%, more than QLC's 0.88% yield.


PositionTTM20252024202320222021202020192018201720162015
QLC
FlexShares US Quality Large Cap Index Fund
0.88%0.94%1.03%1.26%1.46%0.96%1.40%1.91%1.82%1.29%1.80%0.64%
TDTT
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
4.54%4.52%4.01%3.88%6.97%4.53%1.15%1.91%2.48%1.88%1.01%0.00%

Frequently Asked Questions


TDTT and QLC have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

QLC has higher volatility (2.94%) compared to TDTT (0.46%). In terms of maximum drawdown, TDTT dropped -6.97% vs QLC's -35.86%.

On 10-year performance, QLC leads with 14.83% vs 3.11% for TDTT. On fees, TDTT is cheaper at 0.18% per year. On volatility, TDTT has been the lower-risk option at 0.46%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, QLC has performed better with a 14.83% return vs 3.11%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TDTT is cheaper with a 0.18% expense ratio, compared with 0.25% for QLC.

TDTT has the higher dividend yield at 4.54%, compared with 0.88% for QLC.

TDTT is categorized as Inflation-Protected Bonds, while QLC is Large Cap Blend Equities. TDTT tracks iBoxx 3-Year Target Duration TIPS, while QLC tracks Northern Trust Quality Large Cap Index. Their fees differ too: 0.18% for TDTT and 0.25% for QLC.

QLC currently has the higher Sharpe Ratio (2.69 vs 2.54), 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.

Portfolio Optimizer

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