LDRI vs STRN
Comparison between ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF) and SMART TREND 25 ETF (STRN, ETF).
LDRI vs STRN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LDRI
$20M
STRN
$20M
Expense Ratio
Winner
LDRI
0.10%
STRN
0.59%
Max Drawdown
Winner
LDRI
9.81%
STRN
80.00%
Sharpe Ratio
LDRI
0.42
Winner
STRN
1.55
5Y Beta
Winner
LDRI
-0.01
STRN
1.71
P/E Ratio
LDRI
N/A
STRN
29.15
Forward P/E
LDRI
N/A
STRN
24.04
PEG Ratio
LDRI
N/A
STRN
0.29
5Y EPS CAGR
LDRI
N/A
STRN
32.39%
Debt to Equity
LDRI
N/A
STRN
11.28%
P/S Ratio
LDRI
N/A
STRN
7.02
P/B Ratio
LDRI
N/A
STRN
6.39
LDRI vs STRN - Holdings Comparison
LDRI and STRN have 0 common holdings. Overlap is 0.00%
LDRI's top 25 holdings weight is 99.90%. STRN's top 25 holdings weight is 95.46%.
| Rank | LDRI | STRN |
|---|---|---|
| #1 | ISHARES IBONDS OCT 2027 TERM TIPS ETF (IBID) - 20.02% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 8.38% |
| #2 | ISHARES IBONDS OCT 2028 TERM TIPS ETF (IBIE) - 20.02% | GE AEROSPACE (GE) - 8.12% |
| #3 | ISHARES IBONDS OCT 2029 TERM TIPS ETF (IBIF) - 19.99% | NETFLIX INC (NFLX) - 7.49% |
| #4 | ISHARES IBONDS OCT 2026 TERM TIPS ETF (IBIC) - 19.97% | META PLATFORMS INC CLASS A (META) - 7.36% |
| #5 | ISHARES IBONDS OCT 2025 TERM TIPS ETF (IBIB) - 19.90% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 7.29% |
| #6 | N/A | CHARLES SCHWAB CORP (SCHW) - 7.14% |
| #7 | N/A | BOSTON SCIENTIFIC CORP (BSX) - 6.57% |
| #8 | N/A | INTERCONTINENTAL EXCHANGE INC (ICE) - 5.08% |
| #9 | N/A | ARISTA NETWORKS INC (ANET) - 4.94% |
| #10 | N/A | NEWMONT CORP (NEM) - 3.46% |
| #11 | N/A | FREEPORT-MCMORAN INC (FCX) - 3.36% |
| #12 | N/A | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 3.07% |
| #13 | N/A | BROADCOM INC (AVGO) - 3.02% |
| #14 | N/A | NVIDIA CORP (NVDA) - 2.98% |
| #15 | N/A | CORNING INC (GLW) - 2.32% |
| #16 | N/A | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.10% |
| #17 | N/A | AMPHENOL CORP CLASS A (APH) - 1.94% |
| #18 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 1.70% |
| #19 | N/A | INTUIT INC (INTU) - 1.56% |
| #20 | N/A | MICRON TECHNOLOGY INC (MU) - 1.54% |
| #21 | N/A | LAM RESEARCH CORP (LRCX) - 1.42% |
| #22 | N/A | KLA CORP (KLAC) - 1.33% |
| #23 | N/A | ANALOG DEVICES INC (ADI) - 1.23% |
| #24 | N/A | ALPHABET INC CLASS A (GOOGL) - 1.03% |
| #25 | N/A | ALPHABET INC CLASS C (GOOG) - 1.03% |
| Total Holdings | 5 | 34 |
LDRI vs STRN - Historical Returns
Returns include dividend reinvestment.
1M
LDRI
+0.06%
Winner
STRN
+8.22%
3M
LDRI
+1.02%
Winner
STRN
+31.46%
6M
LDRI
+2.18%
Winner
STRN
+31.21%
1Y
LDRI
+4.62%
Winner
STRN
+42.15%
5Y(CAGR)
LDRI
+1.30%
STRN
N/A
10Y(CAGR)
LDRI
+1.73%
Winner
STRN
+11.77%
Max(CAGR)
LDRI
+1.75%
Winner
STRN
+10.48%
LDRI vs STRN - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LDRI | STRN |
|---|---|---|
| 2026 | +2.15% | +27.20% |
| 2025 | +5.86% | +10.38% |
| 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% | +63.08% |
| 2014 | +0.61% | -2.91% |
| 2013 | N/A | +0.19% |
| 2012 | N/A | -0.37% |
| 2011 | N/A | -23.99% |
| 2010 | N/A | -8.20% |
| 2009 | N/A | +39.34% |
| 2008 | N/A | -55.50% |
| 2007 | N/A | +50.00% |
| 2006 | N/A | -5.55% |
| 2005 | N/A | -8.70% |
| 2004 | N/A | +1071.05% |
| 2003 | N/A | +11.76% |
| 2002 | N/A | +23.08% |
| 2001 | N/A | +4.00% |
| 2000 | N/A | -27.54% |
| 1999 | N/A | -31.00% |
LDRI vs STRN Drawdown Comparison
The maximum drawdown for LDRI was -6.67%, occurring on Feb 11, 2015. Recovery took 1008 trading sessions.
The maximum drawdown for STRN was -80.00%, occurring on Feb 15, 2002. Recovery took 1039 trading sessions.
The current LDRI drawdown is -0.10%. The current STRN drawdown is -1.66%.
| Rank | LDRI | STRN |
|---|---|---|
| #1 | -6.67% Feb 3, 2015 - Feb 5, 2019 | -80.00% Mar 14, 2000 - May 4, 2004 |
| #2 | -1.40% Oct 13, 2014 - Dec 30, 2014 | -72.49% Nov 5, 2007 - Aug 20, 2025 |
| #3 | -1.32% Dec 30, 2014 - Feb 3, 2015 | -45.92% Dec 28, 2004 - Oct 15, 2007 |
| #4 | -1.17% Jun 24, 2019 - Jul 3, 2019 | -43.75% Nov 1, 1999 - Mar 14, 2000 |
| #5 | -0.91% Sep 23, 2014 - Oct 9, 2014 | -33.33% Nov 30, 2004 - Dec 28, 2004 |
| #6 | -0.85% Apr 3, 2025 - Apr 28, 2025 | -25.88% Jul 23, 2004 - Oct 5, 2004 |
| #7 | -0.75% Apr 30, 2025 - Jun 23, 2025 | -18.92% Jun 14, 2004 - Jul 19, 2004 |
| #8 | -0.70% Dec 6, 2024 - Jan 15, 2025 | -16.92% May 12, 2004 - May 25, 2004 |
| #9 | -0.67% Mar 10, 2025 - Mar 28, 2025 | -15.43% Jan 27, 2026 - Apr 20, 2026 |
| #10 | -0.59% Dec 22, 2025 - Jan 29, 2026 | -12.67% May 4, 2004 - May 11, 2004 |
| #11 | -0.59% Oct 9, 2019 - Dec 11, 2019 | -11.79% Oct 29, 2025 - Dec 22, 2025 |
| #12 | -0.57% Mar 18, 2026 - Apr 9, 2026 | -10.29% May 27, 2004 - Jun 10, 2004 |
| #13 | -0.55% Aug 23, 2019 - Sep 24, 2019 | -8.96% Jun 3, 2026 - Jun 10, 2026 |
| #14 | -0.54% Jun 30, 2025 - Jul 21, 2025 | -7.54% Nov 24, 2004 - Nov 30, 2004 |
| #15 | -0.52% Aug 5, 2019 - Aug 20, 2019 | -7.28% Oct 29, 2004 - Nov 8, 2004 |
Correlation
Correlation between LDRI and STRN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2014 - 2026)
LDRI vs STRN dividend yield comparison.
| Year | LDRI | STRN |
|---|---|---|
| 2026 | 0.25% | 0.00% |
| 2025 | 4.23% | 0.18% |
| 2024 | 0.83% | 0.00% |
| 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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