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LDRI vs TIP

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

LDRI

iShares iBonds 1-5 Year TIPS Ladder ETF

Annual cost

0.10%

Fund size

$19M

TIP

iShares TIPS Bond ETF

Annual cost

0.18%

Fund size

$15.1B

Key differences

Both LDRI and TIP are fixed income ETFs. LDRI charges 0.10% a year and TIP 0.18%. The main difference: LDRI costs 0.08% less per year.

  • LDRI costs 0.08% less per year.
  • TIP is much larger than LDRI. Larger funds are usually more liquid and less likely to close.
  • TIP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LDRITIP
Annual cost (TER)0.10%0.18%
Fund size (AUM)$19M$15.1B
Since20242003
Dividend yield3.47%2.81%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.6%+4.3%
CAGR 3YN/A+3.5%
CAGR 5YN/A+0.9%
Sharpe 3YN/A-0.00
Volatility 1Y1.89%3.42%
Max drawdown-0.85%-14.51%

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

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