LDRI vs BCHI

Comparison between ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF) and GMO BEYOND CHINA ETF (BCHI, ETF).

LDRI vs BCHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRI(ETF)	BCHI(ETF)
Net Assets	$20M	$19M
Expense Ratio	0.10%	0.65%
Max Drawdown	9.81%	14.33%
Sharpe Ratio	0.42	2.00
5Y Beta	-0.01	0.84

Net Assets

Winner

LDRI

$20M

BCHI

$19M

Expense Ratio

Winner

LDRI

0.10%

BCHI

0.65%

Max Drawdown

Winner

LDRI

9.81%

BCHI

14.33%

Sharpe Ratio

LDRI

0.42

Winner

BCHI

2.00

5Y Beta

Winner

LDRI

-0.01

BCHI

0.84

LDRI vs BCHI - Holdings Comparison

LDRI and BCHI have 0 common holdings. Overlap is 0.00%

LDRI's top 25 holdings weight is 99.90%. BCHI's top 25 holdings weight is 67.90%.

Rank	LDRI	BCHI
#1	ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID) - 20.02%	SAMSUNG ELECTRONICS CO LTD (n/a) - 11.45%
#2	ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE) - 20.02%	n/a (TSM) - 10.94%
#3	ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF) - 19.99%	DELTA ELECTRONICS INC (n/a) - 5.11%
#4	ISHARES IBONDS OCT 2026 TERM TIPS ETF (IBIC) - 19.97%	MEDIATEK INC (n/a) - 4.55%
#5	ISHARES IBONDS OCT 2025 TERM TIPS ETF (IBIB) - 19.90%	BIZLINK HOLDING INC (n/a) - 3.81%
#6	N/A	CEMEX SAB DE CV ADR (CX) - 3.06%
#7	N/A	n/a (n/a) - 2.58%
#8	N/A	MOBILE WORLD INVESTMENT CORP (n/a) - 2.49%
#9	N/A	HERO MOTOCORP LTD (n/a) - 2.43%
#10	N/A	EICHER MOTORS LTD (n/a) - 2.17%
#11	N/A	CUMMINS INDIA LTD (n/a) - 1.60%
#12	N/A	HINDALCO INDUSTRIES LTD (n/a) - 1.58%
#13	N/A	LS ELECTRIC CO LTD (n/a) - 1.38%
#14	N/A	HYUNDAI GLOVIS CO LTD (n/a) - 1.35%
#15	N/A	DB HITEK CO LTD (n/a) - 1.31%
#16	N/A	BAJAJ FINANCE LTD (n/a) - 1.28%
#17	N/A	EMAAR PROPERTIES PJSC (n/a) - 1.28%
#18	N/A	ASIAN PAINTS LTD (n/a) - 1.27%
#19	N/A	WEG SA (n/a) - 1.27%
#20	N/A	PHISON ELECTRONICS CORP (n/a) - 1.22%
#21	N/A	n/a (n/a) - 1.21%
#22	N/A	n/a (n/a) - 1.19%
#23	N/A	POWSZECHNY ZAKLAD UBEZPIECZEN SA (n/a) - 1.19%
#24	N/A	SHRIRAM FINANCE LTD (n/a) - 1.17%
#25	N/A	BANK POLSKA KASA OPIEKI SA (n/a) - 1.01%
Total Holdings	5	114

LDRI vs BCHI - Historical Returns

Returns include dividend reinvestment.

Period	LDRI	BCHI
1 month	-0.16%	+3.13%
3 months	+1.01%	+26.65%
6 months	+2.08%	+35.66%
1 year	+4.54%	+55.54%
5 years(CAGR)	+1.29%	N/A
10 years(CAGR)	+1.76%	N/A
Max(CAGR)	+1.74%	+46.63%

LDRI

-0.16%

Winner

BCHI

+3.13%

LDRI

+1.01%

Winner

BCHI

+26.65%

LDRI

+2.08%

Winner

BCHI

+35.66%

LDRI

+4.54%

Winner

BCHI

+55.54%

5Y(CAGR)

LDRI

+1.29%

BCHI

N/A

10Y(CAGR)

LDRI

+1.76%

BCHI

N/A

Max(CAGR)

LDRI

+1.74%

Winner

BCHI

+46.63%

LDRI vs BCHI - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LDRI	BCHI
2026	+2.05%	+29.40%
2025	+5.86%	+25.80%
2024	+0.10%	N/A
2020	+0.88%	N/A
2019	+5.76%	N/A
2018	+1.04%	N/A
2017	+1.99%	N/A
2016	+2.23%	N/A
2015	-0.13%	N/A
2014	+0.61%	N/A

LDRI vs BCHI Drawdown Comparison

The maximum drawdown for LDRI was -6.67%, occurring on Feb 11, 2015. Recovery took 1008 trading sessions.

The maximum drawdown for BCHI was -14.33%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.

The current LDRI drawdown is -0.19%. The current BCHI drawdown is -3.94%.

Rank	LDRI	BCHI
#1	-6.67% Feb 3, 2015 - Feb 5, 2019	-14.33% Feb 18, 2025 - May 12, 2025
#2	-1.40% Oct 13, 2014 - Dec 30, 2014	-14.14% Feb 25, 2026 - Apr 17, 2026
#3	-1.32% Dec 30, 2014 - Feb 3, 2015	-8.82% Jun 2, 2026 - Jun 10, 2026
#4	-1.17% Jun 24, 2019 - Jul 3, 2019	-6.91% May 8, 2026 - May 26, 2026
#5	-0.91% Sep 23, 2014 - Oct 9, 2014	-3.71% Oct 29, 2025 - Dec 5, 2025
#6	-0.85% Apr 3, 2025 - Apr 28, 2025	-3.37% Sep 16, 2025 - Oct 15, 2025
#7	-0.75% Apr 30, 2025 - Jun 23, 2025	-3.23% Dec 10, 2025 - Dec 23, 2025
#8	-0.70% Dec 6, 2024 - Jan 15, 2025	-2.78% Jun 12, 2025 - Jun 24, 2025
#9	-0.67% Mar 10, 2025 - Mar 28, 2025	-1.75% Apr 17, 2026 - Apr 22, 2026
#10	-0.59% Dec 22, 2025 - Jan 29, 2026	-1.72% Aug 18, 2025 - Sep 8, 2025
#11	-0.59% Oct 9, 2019 - Dec 11, 2019	-1.71% Jul 3, 2025 - Jul 16, 2025
#12	-0.57% Mar 18, 2026 - Apr 9, 2026	-1.69% Feb 3, 2026 - Feb 6, 2026
#13	-0.55% Aug 23, 2019 - Sep 24, 2019	-1.63% Jan 28, 2026 - Feb 3, 2026
#14	-0.54% Jun 30, 2025 - Jul 21, 2025	-1.53% Jul 23, 2025 - Aug 5, 2025
#15	-0.52% Aug 5, 2019 - Aug 20, 2019	-1.33% Jan 16, 2026 - Jan 22, 2026