TLDTX vs. XLG
Compare and contrast key facts about T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) and Invesco S&P 500® Top 50 ETF (XLG).
TLDTX is managed by T. Rowe Price. It was launched on Nov 1, 2020. XLG is a passively managed fund by Invesco that tracks the performance of the Russell Top 50 Index. It was launched on May 10, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TLDTX or XLG.
Correlation
The correlation between TLDTX and XLG is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TLDTX vs. XLG - Performance Comparison
Key characteristics
TLDTX:
1.25
XLG:
1.72
TLDTX:
1.88
XLG:
2.30
TLDTX:
1.45
XLG:
1.31
TLDTX:
1.65
XLG:
2.37
TLDTX:
12.12
XLG:
9.42
TLDTX:
0.54%
XLG:
2.85%
TLDTX:
5.23%
XLG:
15.62%
TLDTX:
-7.24%
XLG:
-52.39%
TLDTX:
0.00%
XLG:
-2.22%
Returns By Period
In the year-to-date period, TLDTX achieves a 1.33% return, which is significantly higher than XLG's 1.24% return.
TLDTX
1.33%
0.88%
2.00%
6.76%
N/A
N/A
XLG
1.24%
-2.03%
8.72%
23.40%
17.93%
15.08%
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TLDTX vs. XLG - Expense Ratio Comparison
TLDTX has a 0.21% expense ratio, which is higher than XLG's 0.20% 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%.
Risk-Adjusted Performance
TLDTX vs. XLG — Risk-Adjusted Performance Rank
TLDTX
XLG
TLDTX vs. XLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) and Invesco S&P 500® Top 50 ETF (XLG). 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.
Dividends
TLDTX vs. XLG - Dividend Comparison
TLDTX's dividend yield for the trailing twelve months is around 4.92%, more than XLG's 0.71% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TLDTX T. Rowe Price U.S. Limited Duration TIPS Index Fund | 4.92% | 5.14% | 4.37% | 6.29% | 7.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XLG Invesco S&P 500® Top 50 ETF | 0.71% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% | 1.97% |
Drawdowns
TLDTX vs. XLG - Drawdown Comparison
The maximum TLDTX drawdown since its inception was -7.24%, smaller than the maximum XLG drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for TLDTX and XLG. For additional features, visit the drawdowns tool.
Volatility
TLDTX vs. XLG - Volatility Comparison
The current volatility for T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) is 0.56%, while Invesco S&P 500® Top 50 ETF (XLG) has a volatility of 4.42%. This indicates that TLDTX experiences smaller price fluctuations and is considered to be less risky than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.