LDRI vs MFLX

Comparison between ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF) and FIRST TRUST FLEXIBLE MUNICIPAL HIGH INCOME ETF (MFLX, ETF).

5-Year PerformanceLDRI has outperformed MFLX, delivering a return of +1.3% compared to -0.1%

LDRI vs MFLX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRI(ETF)	MFLX(ETF)
Net Assets	$20M	$19M
Expense Ratio	0.10%	0.75%
Max Drawdown	9.81%	29.72%
Sharpe Ratio	0.48	1.29
5Y Beta	-0.01	-0.05
5Y Dividends CAGR	N/A	1.25%

Net Assets

Winner

LDRI

$20M

MFLX

$19M

Expense Ratio

Winner

LDRI

0.10%

MFLX

0.75%

Max Drawdown

Winner

LDRI

9.81%

MFLX

29.72%

Sharpe Ratio

LDRI

0.48

Winner

MFLX

1.29

5Y Beta

LDRI

-0.01

Winner

MFLX

-0.05

5Y Dividends CAGR

LDRI

N/A

MFLX

1.25%

LDRI vs MFLX - Historical Returns

Returns include dividend reinvestment.

Period	LDRI	MFLX
1 month	-0.16%	+0.88%
3 months	+1.01%	+2.16%
6 months	+2.08%	+3.76%
1 year	+4.54%	+8.72%
5 years(CAGR)	+1.29%	-0.12%
10 years(CAGR)	+1.76%	+2.15%
Max(CAGR)	+1.74%	+2.15%

LDRI

-0.16%

Winner

MFLX

+0.88%

LDRI

+1.01%

Winner

MFLX

+2.16%

LDRI

+2.08%

Winner

MFLX

+3.76%

LDRI

+4.54%

Winner

MFLX

+8.72%

5Y(CAGR)

Winner

LDRI

+1.29%

MFLX

-0.12%

10Y(CAGR)

LDRI

+1.76%

Winner

MFLX

+2.15%

Max(CAGR)

LDRI

+1.74%

Winner

MFLX

+2.15%

LDRI vs MFLX - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	LDRI	MFLX
2026	+2.05%	+3.30%
2025	+5.86%	+4.12%
2024	+0.10%	+4.73%
2023	N/A	+8.91%
2022	N/A	-19.65%
2021	N/A	+8.96%
2020	+0.88%	+7.00%
2019	+5.76%	+15.75%
2018	+1.04%	-4.71%
2017	+1.99%	+5.57%
2016	+2.23%	-7.63%
2015	-0.13%	N/A
2014	+0.61%	N/A

LDRI vs MFLX Drawdown Comparison

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

The maximum drawdown for MFLX was -26.76%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current LDRI drawdown is -0.19%. The current MFLX drawdown is -3.69%.

Rank	LDRI	MFLX
#1	-6.67% Feb 3, 2015 - Feb 5, 2019	-26.76% Feb 24, 2020 - Nov 25, 2020
#2	-1.40% Oct 13, 2014 - Dec 30, 2014	-25.88% Aug 24, 2021 - Oct 27, 2022
#3	-1.32% Dec 30, 2014 - Feb 3, 2015	-10.10% Sep 29, 2016 - Mar 26, 2019
#4	-1.17% Jun 24, 2019 - Jul 3, 2019	-4.45% Feb 11, 2021 - Apr 14, 2021
#5	-0.91% Sep 23, 2014 - Oct 9, 2014	-3.82% Sep 4, 2019 - Dec 11, 2019
#6	-0.85% Apr 3, 2025 - Apr 28, 2025	-1.54% Jul 12, 2021 - Jul 28, 2021
#7	-0.75% Apr 30, 2025 - Jun 23, 2025	-1.42% May 10, 2021 - May 26, 2021
#8	-0.70% Dec 6, 2024 - Jan 15, 2025	-1.05% Dec 11, 2020 - Dec 31, 2020
#9	-0.67% Mar 10, 2025 - Mar 28, 2025	-0.81% Apr 15, 2019 - May 2, 2019
#10	-0.59% Dec 22, 2025 - Jan 29, 2026	-0.73% Dec 31, 2020 - Jan 19, 2021
#11	-0.59% Oct 9, 2019 - Dec 11, 2019	-0.71% Dec 26, 2019 - Jan 7, 2020
#12	-0.57% Mar 18, 2026 - Apr 9, 2026	-0.69% Jun 10, 2021 - Jun 28, 2021
#13	-0.55% Aug 23, 2019 - Sep 24, 2019	-0.69% Dec 11, 2019 - Dec 26, 2019
#14	-0.54% Jun 30, 2025 - Jul 21, 2025	-0.67% Aug 4, 2021 - Aug 10, 2021
#15	-0.52% Aug 5, 2019 - Aug 20, 2019	-0.62% Aug 20, 2019 - Aug 28, 2019

Correlation

Correlation between LDRI and MFLX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2014 - 2026)

LDRI vs MFLX dividend yield comparison.

Year	LDRI	MFLX
2026	0.25%	1.74%
2025	4.23%	4.06%
2024	0.83%	3.81%
2023	0.00%	3.65%
2022	0.00%	4.27%
2021	0.00%	3.69%
2020	2.55%	3.21%
2019	2.52%	2.94%
2018	2.23%	3.74%
2017	1.86%	3.80%
2016	1.78%	0.98%
2015	1.53%	0.00%
2014	0.29%	0.00%