LDRI vs OCTJ
Comparison between ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF) and Innovator Premium Income 30 Barrier ETF - October (OCTJ, ETF).
LDRI vs OCTJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LDRI
$20M
OCTJ
$19M
Expense Ratio
Winner
LDRI
0.10%
OCTJ
0.79%
Max Drawdown
LDRI
9.81%
Winner
OCTJ
7.84%
Sharpe Ratio
LDRI
0.42
Winner
OCTJ
0.71
5Y Beta
Winner
LDRI
-0.01
OCTJ
0.22
LDRI vs OCTJ - Historical Returns
Returns include dividend reinvestment.
1M
LDRI
-0.16%
Winner
OCTJ
+0.46%
3M
LDRI
+1.01%
Winner
OCTJ
+2.29%
6M
LDRI
+2.08%
Winner
OCTJ
+2.84%
1Y
LDRI
+4.54%
Winner
OCTJ
+5.67%
5Y(CAGR)
LDRI
+1.29%
OCTJ
N/A
10Y(CAGR)
LDRI
+1.76%
OCTJ
N/A
Max(CAGR)
LDRI
+1.74%
Winner
OCTJ
+6.12%
LDRI vs OCTJ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | LDRI | OCTJ |
|---|---|---|
| 2026 | +2.05% | +2.35% |
| 2025 | +5.86% | +5.64% |
| 2024 | +0.10% | +5.44% |
| 2023 | N/A | +3.01% |
| 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 OCTJ Drawdown Comparison
The maximum drawdown for LDRI was -6.67%, occurring on Feb 11, 2015. Recovery took 1008 trading sessions.
The maximum drawdown for OCTJ was -5.35%, occurring on Apr 8, 2025. Recovery took 32 trading sessions.
The current LDRI drawdown is -0.19%.
| Rank | LDRI | OCTJ |
|---|---|---|
| #1 | -6.67% Feb 3, 2015 - Feb 5, 2019 | -5.35% Mar 24, 2025 - May 8, 2025 |
| #2 | -1.40% Oct 13, 2014 - Dec 30, 2014 | -1.25% Feb 26, 2026 - Apr 8, 2026 |
| #3 | -1.32% Dec 30, 2014 - Feb 3, 2015 | -1.04% Oct 28, 2025 - Nov 25, 2025 |
| #4 | -1.17% Jun 24, 2019 - Jul 3, 2019 | -0.86% Feb 19, 2025 - Mar 21, 2025 |
| #5 | -0.91% Sep 23, 2014 - Oct 9, 2014 | -0.81% Oct 16, 2023 - Nov 1, 2023 |
| #6 | -0.85% Apr 3, 2025 - Apr 28, 2025 | -0.67% Sep 29, 2025 - Oct 20, 2025 |
| #7 | -0.75% Apr 30, 2025 - Jun 23, 2025 | -0.66% Dec 6, 2024 - Dec 24, 2024 |
| #8 | -0.70% Dec 6, 2024 - Jan 15, 2025 | -0.62% Sep 30, 2024 - Oct 14, 2024 |
| #9 | -0.67% Mar 10, 2025 - Mar 28, 2025 | -0.58% Jul 26, 2024 - Aug 16, 2024 |
| #10 | -0.59% Dec 22, 2025 - Jan 29, 2026 | -0.42% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -0.59% Oct 9, 2019 - Dec 11, 2019 | -0.37% May 15, 2025 - Jun 3, 2025 |
| #12 | -0.57% Mar 18, 2026 - Apr 9, 2026 | -0.36% Nov 13, 2024 - Nov 26, 2024 |
| #13 | -0.55% Aug 23, 2019 - Sep 24, 2019 | -0.36% Jan 6, 2025 - Jan 15, 2025 |
| #14 | -0.54% Jun 30, 2025 - Jul 21, 2025 | -0.35% Jan 22, 2025 - Feb 6, 2025 |
| #15 | -0.52% Aug 5, 2019 - Aug 20, 2019 | -0.35% Jun 8, 2026 - Jun 12, 2026 |
Correlation
Correlation between LDRI and OCTJ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2014 - 2026)
LDRI vs OCTJ dividend yield comparison.
| Year | LDRI | OCTJ |
|---|---|---|
| 2026 | 0.25% | 1.31% |
| 2025 | 4.23% | 5.23% |
| 2024 | 0.83% | 6.27% |
| 2023 | 0.00% | 1.64% |
| 2020 | 2.55% | 0.00% |
| 2019 | 2.52% | 0.00% |
| 2018 | 2.23% | 0.00% |
| 2017 | 1.86% | 0.00% |
| 2016 | 1.78% | 0.00% |
| 2015 | 1.53% | 0.00% |
| 2014 | 0.29% | 0.00% |
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