TIPZ vs. LDRI
Compare and contrast key facts about PIMCO Broad US TIPS Index ETF (TIPZ) and iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI).
TIPZ and LDRI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TIPZ is a passively managed fund by PIMCO that tracks the performance of the ICE BofA US Inflation-Linked Treasury. It was launched on Sep 3, 2009. 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 TIPZ 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
TIPZ vs. LDRI - Performance Comparison
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TIPZ vs. LDRI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
TIPZ PIMCO Broad US TIPS Index ETF | 1.47% | 5.87% | -1.55% |
LDRI iShares iBonds 1-5 Year TIPS Ladder ETF | 0.89% | 5.94% | 0.10% |
Returns By Period
In the year-to-date period, TIPZ achieves a 1.47% return, which is significantly higher than LDRI's 0.89% return.
TIPZ
- 1D
- 0.08%
- 1M
- -1.41%
- YTD
- 1.47%
- 6M
- 0.35%
- 1Y
- 2.98%
- 3Y*
- 2.97%
- 5Y*
- 1.07%
- 10Y*
- 2.40%
LDRI
- 1D
- 0.09%
- 1M
- 0.12%
- YTD
- 0.89%
- 6M
- 1.40%
- 1Y
- 3.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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TIPZ vs. LDRI - Expense Ratio Comparison
TIPZ has a 0.20% 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
TIPZ vs. LDRI — Risk / Return Rank
TIPZ
LDRI
TIPZ vs. LDRI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Broad US TIPS Index ETF (TIPZ) 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.
| TIPZ | LDRI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.65 | -1.00 |
Sortino ratioReturn per unit of downside risk | 0.90 | 2.43 | -1.53 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.35 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.19 | 4.62 | -3.43 |
Martin ratioReturn relative to average drawdown | 3.44 | 13.57 | -10.13 |
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
| TIPZ | LDRI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.65 | -1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | — | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 2.13 | -1.62 |
Correlation
The correlation between TIPZ and LDRI is 0.52, 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
TIPZ vs. LDRI - Dividend Comparison
TIPZ's dividend yield for the trailing twelve months is around 4.44%, more than LDRI's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIPZ PIMCO Broad US TIPS Index ETF | 4.44% | 4.74% | 4.44% | 4.69% | 7.14% | 4.41% | 1.47% | 1.65% | 2.23% | 1.70% | 1.06% | 0.56% |
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
TIPZ vs. LDRI - Drawdown Comparison
The maximum TIPZ drawdown since its inception was -15.77%, which is greater than LDRI's maximum drawdown of -0.85%. Use the drawdown chart below to compare losses from any high point for TIPZ and LDRI.
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Drawdown Indicators
| TIPZ | LDRI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.77% | -0.85% | -14.92% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -0.85% | -2.01% |
Max Drawdown (5Y)Largest decline over 5 years | -15.77% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -15.77% | — | — |
Current DrawdownCurrent decline from peak | -2.51% | -0.20% | -2.31% |
Average DrawdownAverage peak-to-trough decline | -4.36% | -0.21% | -4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.29% | +0.70% |
Volatility
TIPZ vs. LDRI - Volatility Comparison
PIMCO Broad US TIPS Index ETF (TIPZ) has a higher volatility of 1.45% compared to iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI) at 0.58%. This indicates that TIPZ'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
| TIPZ | LDRI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.45% | 0.58% | +0.87% |
Volatility (6M)Calculated over the trailing 6-month period | 2.86% | 1.37% | +1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.60% | 2.24% | +2.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.38% | 2.37% | +4.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.86% | 2.37% | +3.49% |