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LDRI vs STIP

iShares iBonds 1-5 Year TIPS Ladder ETF vs iShares 0-5 Year TIPS Bond ETF

LDRI

iShares iBonds 1-5 Year TIPS Ladder ETF

Annual cost

0.10%

Fund size

$19M

STIP

iShares 0-5 Year TIPS Bond ETF

Annual cost

0.03%

Fund size

$15.8B

Key differences

Both LDRI and STIP are fixed income ETFs. LDRI charges 0.10% a year and STIP 0.03%. The main difference: STIP costs 0.07% less per year.

  • STIP costs 0.07% less per year.
  • STIP is much larger than LDRI. Larger funds are usually more liquid and less likely to close.
  • STIP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LDRISTIP
Annual cost (TER)0.10%0.03%
Fund size (AUM)$19M$15.8B
Since20242010
Dividend yield3.47%3.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.6%+4.4%
CAGR 3YN/A+5.1%
CAGR 5YN/A+3.3%
Sharpe 3YN/A0.70
Volatility 1Y1.89%1.47%
Max drawdown-0.85%-5.50%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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