TLDTX vs. XLG

In the year-to-date period, TLDTX achieves a 3.70% return, which is significantly higher than XLG's -6.54% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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%.

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.

The current TLDTX Sharpe Ratio is 2.63, which is higher than the XLG Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of TLDTX and XLG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TLDTX's dividend yield for the trailing twelve months is around 4.59%, more than XLG's 0.78% yield.

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.

The current volatility for T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) is 0.99%, while Invesco S&P 500® Top 50 ETF (XLG) has a volatility of 7.53%. 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.