TIPX vs. LDRI
Compare and contrast key facts about SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) and iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI).
TIPX and LDRI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TIPX is a passively managed fund by State Street that tracks the performance of the Bloomberg US Govt Inflation-Linked (1-10 Y). It was launched on May 29, 2013. LDRI is a passively managed fund by iShares that tracks the performance of the BlackRock iBonds® 1-5 Year TIPS Ladder Index. It was launched on Nov 7, 2024. Both TIPX and LDRI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
TIPX vs. LDRI - Performance Comparison
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TIPX vs. LDRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
TIPX SPDR Bloomberg Barclays 1-10 Year TIPS ETF | 0.63% | 7.15% | -0.61% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 0.89% | 5.94% | 0.10% |
Returns By Period
In the year-to-date period, TIPX achieves a 0.63% return, which is significantly lower than LDRI's 0.89% return.
TIPX
- 1D
- 0.05%
- 1M
- -0.77%
- YTD
- 0.63%
- 6M
- 0.80%
- 1Y
- 3.80%
- 3Y*
- 4.01%
- 5Y*
- 2.47%
- 10Y*
- 2.88%
LDRI
- 1D
- 0.09%
- 1M
- 0.12%
- YTD
- 0.89%
- 6M
- 1.40%
- 1Y
- 3.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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TIPX vs. LDRI - Expense Ratio Comparison
TIPX has a 0.15% expense ratio, which is higher than LDRI's 0.10% 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%.
Return for Risk
TIPX vs. LDRI — Risk / Return Rank
TIPX
LDRI
TIPX vs. LDRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) and iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI). 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.
| TIPX | LDRI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.22 | 1.65 | -0.43 |
Sortino ratioReturn per unit of downside risk | 1.74 | 2.43 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.35 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 4.62 | -2.64 |
Martin ratioReturn relative to average drawdown | 7.37 | 13.57 | -6.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TIPX | LDRI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.22 | 1.65 | -0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 2.13 | -1.64 |
Correlation
The correlation between TIPX and LDRI is 0.63, 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
TIPX vs. LDRI - Dividend Comparison
TIPX's dividend yield for the trailing twelve months is around 3.72%, less than LDRI's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIPX SPDR Bloomberg Barclays 1-10 Year TIPS ETF | 3.72% | 3.78% | 3.57% | 3.57% | 6.08% | 4.26% | 1.73% | 2.53% | 1.90% | 2.84% | 1.04% | 0.06% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 4.19% | 4.23% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TIPX vs. LDRI - Drawdown Comparison
The maximum TIPX drawdown since its inception was -10.06%, which is greater than LDRI's maximum drawdown of -0.85%. Use the drawdown chart below to compare losses from any high point for TIPX and LDRI.
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Drawdown Indicators
| TIPX | LDRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.06% | -0.85% | -9.21% |
Max Drawdown (1Y)Largest decline over 1 year | -2.03% | -0.85% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -10.06% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -10.06% | — | — |
Current DrawdownCurrent decline from peak | -0.78% | -0.20% | -0.58% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -0.21% | -2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 0.29% | +0.25% |
Volatility
TIPX vs. LDRI - Volatility Comparison
SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) has a higher volatility of 0.96% compared to iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) at 0.58%. This indicates that TIPX's price experiences larger fluctuations and is considered to be riskier than LDRI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TIPX | LDRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.96% | 0.58% | +0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 1.37% | +0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.14% | 2.24% | +0.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.64% | 2.37% | +2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.39% | 2.37% | +2.02% |