LDRI vs TOCT
Comparison between ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF) and Innovator Equity Defined Protection ETF 2 Yr to October 2027 (TOCT, ETF).
LDRI vs TOCT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LDRI
$20M
Winner
TOCT
$20M
Expense Ratio
Winner
LDRI
0.10%
TOCT
0.79%
Max Drawdown
LDRI
9.81%
Winner
TOCT
2.02%
Sharpe Ratio
Winner
LDRI
0.42
TOCT
-0.13
5Y Beta
Winner
LDRI
-0.01
TOCT
0.19
LDRI vs TOCT - Historical Returns
Returns include dividend reinvestment.
1M
LDRI
-0.16%
Winner
TOCT
+0.20%
3M
LDRI
+1.01%
Winner
TOCT
+2.35%
6M
LDRI
+2.08%
Winner
TOCT
+2.19%
1Y
LDRI
+4.54%
TOCT
N/A
5Y(CAGR)
LDRI
+1.29%
TOCT
N/A
10Y(CAGR)
LDRI
+1.76%
TOCT
N/A
Max(CAGR)
LDRI
+1.74%
Winner
TOCT
+3.31%
LDRI vs TOCT - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | LDRI | TOCT |
|---|---|---|
| 2026 | +2.05% | +1.94% |
| 2025 | +5.86% | +0.49% |
| 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 TOCT Drawdown Comparison
The maximum drawdown for LDRI was -6.67%, occurring on Feb 11, 2015. Recovery took 1008 trading sessions.
The maximum drawdown for TOCT was -2.02%, occurring on Mar 27, 2026. Recovery took 37 trading sessions.
The current LDRI drawdown is -0.19%. The current TOCT drawdown is -0.35%.
| Rank | LDRI | TOCT |
|---|---|---|
| #1 | -6.67% Feb 3, 2015 - Feb 5, 2019 | -2.02% Feb 20, 2026 - Apr 15, 2026 |
| #2 | -1.40% Oct 13, 2014 - Dec 30, 2014 | -1.33% Oct 27, 2025 - Jan 7, 2026 |
| #3 | -1.32% Dec 30, 2014 - Feb 3, 2015 | -0.74% May 29, 2026 - Jun 10, 2026 |
| #4 | -1.17% Jun 24, 2019 - Jul 3, 2019 | -0.61% Feb 2, 2026 - Feb 9, 2026 |
| #5 | -0.91% Sep 23, 2014 - Oct 9, 2014 | -0.47% Jan 12, 2026 - Jan 27, 2026 |
| #6 | -0.85% Apr 3, 2025 - Apr 28, 2025 | -0.36% Oct 2, 2025 - Oct 17, 2025 |
| #7 | -0.75% Apr 30, 2025 - Jun 23, 2025 | -0.30% Feb 9, 2026 - Feb 20, 2026 |
| #8 | -0.70% Dec 6, 2024 - Jan 15, 2025 | -0.30% May 14, 2026 - May 21, 2026 |
| #9 | -0.67% Mar 10, 2025 - Mar 28, 2025 | -0.28% Oct 20, 2025 - Oct 24, 2025 |
| #10 | -0.59% Dec 22, 2025 - Jan 29, 2026 | -0.22% May 1, 2026 - May 6, 2026 |
| #11 | -0.59% Oct 9, 2019 - Dec 11, 2019 | -0.19% Apr 17, 2026 - Apr 24, 2026 |
| #12 | -0.57% Mar 18, 2026 - Apr 9, 2026 | -0.19% Apr 27, 2026 - Apr 30, 2026 |
| #13 | -0.55% Aug 23, 2019 - Sep 24, 2019 | -0.11% May 8, 2026 - May 14, 2026 |
| #14 | -0.54% Jun 30, 2025 - Jul 21, 2025 | -0.04% Jan 27, 2026 - Feb 2, 2026 |
| #15 | -0.52% Aug 5, 2019 - Aug 20, 2019 | -0.04% Jan 7, 2026 - Jan 9, 2026 |
Correlation
Correlation between LDRI and TOCT is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
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