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TIPG.L vs. ITPS.L
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TIPG.L vs. ITPS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Lyxor Core US TIPS (DR) UCITS ETF - Dist (TIPG.L) and iShares $ TIPS UCITS ETF USD (Acc) (ITPS.L). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

TIPG.L is traded in GBp, while ITPS.L is traded in GBP. To make them comparable, the ITPS.L values have been converted to GBp using the latest available exchange rates.

Returns By Period

The year-to-date returns for both stocks are quite close, with TIPG.L having a 1.46% return and ITPS.L slightly lower at 1.40%.


TIPG.L

1D
0.09%
1M
1.05%
YTD
1.46%
6M
-0.45%
1Y
4.71%
3Y*
0.24%
5Y*
1.22%
10Y*

ITPS.L

1D
0.07%
1M
0.85%
YTD
1.40%
6M
0.52%
1Y
5.75%
3Y*
1.16%
5Y*
2.04%
10Y*
3.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TIPG.L vs. ITPS.L - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TIPG.L
Lyxor Core US TIPS (DR) UCITS ETF - Dist
1.46%-1.51%2.83%-2.90%-2.52%6.54%6.58%4.69%2.93%-6.27%
ITPS.L
iShares $ TIPS UCITS ETF USD (Acc)
1.40%-0.29%3.57%-2.08%-2.35%7.75%7.12%5.33%4.25%-6.03%

Correlation

The correlation between TIPG.L and ITPS.L is 0.92, 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

0.92

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

0.94

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

0.96

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2016

0.86

The correlation between TIPG.L and ITPS.L shifts across timeframes, from 0.86 (all time) to 0.96 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

TIPG.L vs. ITPS.L — Risk / Return Rank

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

TIPG.L
TIPG.L Risk / Return Rank: 2020
Overall Rank
TIPG.L Sharpe Ratio Rank: 2222
Sharpe Ratio Rank
TIPG.L Sortino Ratio Rank: 2121
Sortino Ratio Rank
TIPG.L Omega Ratio Rank: 2020
Omega Ratio Rank
TIPG.L Calmar Ratio Rank: 1818
Calmar Ratio Rank
TIPG.L Martin Ratio Rank: 1717
Martin Ratio Rank

ITPS.L
ITPS.L Risk / Return Rank: 2424
Overall Rank
ITPS.L Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
ITPS.L Sortino Ratio Rank: 2525
Sortino Ratio Rank
ITPS.L Omega Ratio Rank: 2424
Omega Ratio Rank
ITPS.L Calmar Ratio Rank: 2424
Calmar Ratio Rank
ITPS.L Martin Ratio Rank: 2222
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.

TIPG.L vs. ITPS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor Core US TIPS (DR) UCITS ETF - Dist (TIPG.L) and iShares $ TIPS UCITS ETF USD (Acc) (ITPS.L). 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.


TIPG.LITPS.LDifference
Sharpe ratioReturn per unit of total volatility

-0.17

Sortino ratioReturn per unit of downside risk

-0.25

Omega ratioGain probability vs. loss probability

1.13

1.16

-0.03

Calmar ratioReturn relative to maximum drawdown

0.75

1.09

-0.34

Martin ratioReturn relative to average drawdown

1.67

2.78

-1.10

TIPG.L vs. ITPS.L - Sharpe Ratio Comparison

The current TIPG.L Sharpe Ratio is 0.74, which is comparable to the ITPS.L Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of TIPG.L and ITPS.L, 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


TIPG.LITPS.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.74

0.91

-0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

0.23

-0.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.33

Sharpe Ratio (All Time)

Calculated using the full available price history

0.11

0.28

-0.17

Drawdowns

TIPG.L vs. ITPS.L - Drawdown Comparison

The maximum TIPG.L drawdown since its inception was -15.73%, smaller than the maximum ITPS.L drawdown of -37.27%. Use the drawdown chart below to compare losses from any high point for TIPG.L and ITPS.L.


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Drawdown Indicators


TIPG.LITPS.LDifference

Max Drawdown

Largest peak-to-trough decline

-15.73%

-37.27%

+21.54%

Max Drawdown (1Y)

Largest decline over 1 year

-6.27%

-5.26%

-1.01%

Max Drawdown (3Y)

Largest decline over 3 years

-8.00%

-7.85%

-0.15%

Max Drawdown (5Y)

Largest decline over 5 years

-15.73%

-15.72%

-0.01%

Max Drawdown (10Y)

Largest decline over 10 years

-15.72%

Current Drawdown

Current decline from peak

-10.38%

-7.94%

-2.44%

Average Drawdown

Average peak-to-trough decline

-7.90%

-10.69%

+2.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.82%

2.06%

+0.76%

Volatility

TIPG.L vs. ITPS.L - Volatility Comparison

Lyxor Core US TIPS (DR) UCITS ETF - Dist (TIPG.L) has a higher volatility of 1.82% compared to iShares $ TIPS UCITS ETF USD (Acc) (ITPS.L) at 1.70%. This indicates that TIPG.L's price experiences larger fluctuations and is considered to be riskier than ITPS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIPG.LITPS.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.82%

1.70%

+0.12%

Volatility (6M)

Calculated over the trailing 6-month period

4.67%

4.63%

+0.04%

Volatility (1Y)

Calculated over the trailing 1-year period

6.38%

6.30%

+0.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

8.73%

8.76%

-0.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.30%

10.34%

-0.04%

TIPG.L vs. ITPS.L - Expense Ratio Comparison

TIPG.L has a 0.09% expense ratio, which is lower than ITPS.L's 0.12% 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

TIPG.L vs. ITPS.L - Dividend Comparison

TIPG.L's dividend yield for the trailing twelve months is around 0.01%, while ITPS.L has not paid dividends to shareholders.


PositionTTM202520242023202220212020201920182017
ITPS.L
iShares $ TIPS UCITS ETF USD (Acc)
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TIPG.L
Lyxor Core US TIPS (DR) UCITS ETF - Dist
0.01%0.01%0.01%0.01%0.01%0.01%0.01%0.01%0.01%0.01%

Frequently Asked Questions


With a correlation of 0.92, TIPG.L and ITPS.L 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.

On fees, TIPG.L is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TIPG.L is cheaper with a 0.09% expense ratio, compared with 0.12% for ITPS.L.

Both ETFs track Bloomberg Gbl Infl Linked US TIPS TR USD. They also come from different issuers: Amundi and iShares. Their fees differ too: 0.09% for TIPG.L and 0.12% for ITPS.L.

Portfolio Optimizer

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