LDRI vs FBUF

Comparison between ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF) and Fidelity Dynamic Buffered Equity ETF (FBUF, ETF).

LDRI vs FBUF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRI(ETF)	FBUF(ETF)
Net Assets	$19M	$19M
Expense Ratio	0.10%	0.48%
Max Drawdown	9.81%	11.28%
Sharpe Ratio	0.36	1.64
5Y Beta	-0.01	0.56
P/E Ratio	N/A	26.81
Forward P/E	N/A	21.19
PEG Ratio	N/A	0.24
5Y EPS CAGR	N/A	29.41%
Debt to Equity	N/A	49.90%
P/S Ratio	N/A	3.68
P/B Ratio	N/A	5.62

Net Assets

LDRI

$19M

FBUF

$19M

Expense Ratio

Winner

LDRI

0.10%

FBUF

0.48%

Max Drawdown

Winner

LDRI

9.81%

FBUF

11.28%

Sharpe Ratio

LDRI

0.36

Winner

FBUF

1.64

5Y Beta

Winner

LDRI

-0.01

FBUF

0.56

P/E Ratio

LDRI

N/A

FBUF

26.81

Forward P/E

LDRI

N/A

FBUF

21.19

PEG Ratio

LDRI

N/A

FBUF

0.24

5Y EPS CAGR

LDRI

N/A

FBUF

29.41%

Debt to Equity

LDRI

N/A

FBUF

49.90%

P/S Ratio

LDRI

N/A

FBUF

3.68

P/B Ratio

LDRI

N/A

FBUF

5.62

LDRI vs FBUF - Holdings Comparison

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

LDRI's top 25 holdings weight is 99.90%. FBUF's top 25 holdings weight is 58.77%.

Rank	LDRI	FBUF
#1	ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID) - 20.02%	NVIDIA CORP (NVDA) - 8.41%
#2	ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE) - 20.02%	APPLE INC (AAPL) - 7.39%
#3	ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF) - 19.99%	MICROSOFT CORP (MSFT) - 4.61%
#4	ISHARES IBONDS OCT 2026 TERM TIPS ETF (IBIC) - 19.97%	AMAZON.COM INC (AMZN) - 4.24%
#5	ISHARES IBONDS OCT 2025 TERM TIPS ETF (IBIB) - 19.90%	ALPHABET INC CLASS A (GOOGL) - 3.92%
#6	N/A	BROADCOM INC (AVGO) - 3.56%
#7	N/A	FIDELITY CASH CENTRAL FUND (n/a) - 3.08%
#8	N/A	ALPHABET INC CLASS C (GOOG) - 2.60%
#9	N/A	META PLATFORMS INC CLASS A (META) - 2.43%
#10	N/A	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.87%
#11	N/A	JPMORGAN CHASE & CO (JPM) - 1.77%
#12	N/A	MICRON TECHNOLOGY INC (MU) - 1.71%
#13	N/A	ELI LILLY AND CO (LLY) - 1.55%
#14	N/A	TESLA INC (TSLA) - 1.33%
#15	N/A	MASTERCARD INC CLASS A (MA) - 1.08%
#16	N/A	EXXON MOBIL CORP (XOM) - 1.08%
#17	N/A	GE AEROSPACE (GE) - 1.06%
#18	N/A	CISCO SYSTEMS INC (CSCO) - 1.03%
#19	N/A	ABBVIE INC (ABBV) - 0.99%
#20	N/A	MORGAN STANLEY (MS) - 0.90%
#21	N/A	LINDE PLC (LIN) - 0.88%
#22	N/A	INTEL CORP (INTC) - 0.88%
#23	N/A	LAM RESEARCH CORP (LRCX) - 0.88%
#24	N/A	WALMART INC (WMT) - 0.77%
#25	N/A	AMPHENOL CORP CLASS A (APH) - 0.75%
Total Holdings	5	166

LDRI vs FBUF - Historical Returns

Returns include dividend reinvestment.

Period	LDRI	FBUF
1 month	-0.21%	+0.62%
3 months	+1.09%	+2.90%
6 months	+1.84%	+4.08%
1 year	+4.46%	+17.52%
5 years(CAGR)	+1.28%	N/A
10 years(CAGR)	+1.67%	N/A
Max(CAGR)	+1.74%	+12.94%

LDRI

-0.21%

Winner

FBUF

+0.62%

LDRI

+1.09%

Winner

FBUF

+2.90%

LDRI

+1.84%

Winner

FBUF

+4.08%

LDRI

+4.46%

Winner

FBUF

+17.52%

5Y(CAGR)

LDRI

+1.28%

FBUF

N/A

10Y(CAGR)

LDRI

+1.67%

FBUF

N/A

Max(CAGR)

LDRI

+1.74%

Winner

FBUF

+12.94%

LDRI vs FBUF - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LDRI	FBUF
2026	+2.01%	+3.47%
2025	+5.86%	+14.10%
2024	+0.10%	+10.12%
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 FBUF Drawdown Comparison

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

The maximum drawdown for FBUF was -11.09%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current LDRI drawdown is -0.23%. The current FBUF drawdown is -1.98%.

Rank	LDRI	FBUF
#1	-6.67% Feb 3, 2015 - Feb 5, 2019	-11.09% Feb 19, 2025 - Jun 27, 2025
#2	-1.40% Oct 13, 2014 - Dec 30, 2014	-5.61% Feb 2, 2026 - Apr 30, 2026
#3	-1.32% Dec 30, 2014 - Feb 3, 2015	-4.66% Jul 16, 2024 - Aug 27, 2024
#4	-1.17% Jun 24, 2019 - Jul 3, 2019	-3.31% Nov 12, 2025 - Dec 3, 2025
#5	-0.91% Sep 23, 2014 - Oct 9, 2014	-2.80% Dec 6, 2024 - Feb 14, 2025
#6	-0.85% Apr 3, 2025 - Apr 28, 2025	-2.64% Aug 30, 2024 - Sep 19, 2024
#7	-0.75% Apr 30, 2025 - Jun 23, 2025	-2.52% Apr 11, 2024 - May 14, 2024
#8	-0.70% Dec 6, 2024 - Jan 15, 2025	-2.16% Oct 6, 2025 - Oct 20, 2025
#9	-0.67% Mar 10, 2025 - Mar 28, 2025	-1.98% Jun 1, 2026 - Jun 5, 2026
#10	-0.59% Dec 22, 2025 - Jan 29, 2026	-1.92% Jan 9, 2026 - Jan 26, 2026
#11	-0.59% Oct 9, 2019 - Dec 11, 2019	-1.68% Dec 11, 2025 - Dec 22, 2025
#12	-0.57% Mar 18, 2026 - Apr 9, 2026	-1.51% Nov 11, 2024 - Nov 26, 2024
#13	-0.55% Aug 23, 2019 - Sep 24, 2019	-1.36% Nov 3, 2025 - Nov 11, 2025
#14	-0.54% Jun 30, 2025 - Jul 21, 2025	-1.32% Jul 28, 2025 - Aug 6, 2025
#15	-0.52% Aug 5, 2019 - Aug 20, 2019	-1.16% Oct 18, 2024 - Nov 6, 2024