LDRI vs UST

Comparison between ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF (LDRI, ETF) and PROSHARES ULTRA 7-10 YEAR TREASURY (UST, ETF).

5-Year PerformanceLDRI has outperformed UST, delivering a return of +1.3% compared to -6.9%

LDRI vs UST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDRI(ETF)	UST(ETF)
Net Assets	$19M	$19M
Expense Ratio	0.10%	N/A
Max Drawdown	9.81%	49.80%
Sharpe Ratio	0.36	-0.19
5Y Beta	-0.01	-0.06
5Y Dividends CAGR	N/A	32.26%

Net Assets

LDRI

$19M

Winner

UST

$19M

Expense Ratio

LDRI

0.10%

UST

N/A

Max Drawdown

Winner

LDRI

9.81%

UST

49.80%

Sharpe Ratio

Winner

LDRI

0.36

UST

-0.19

5Y Beta

LDRI

-0.01

Winner

UST

-0.06

5Y Dividends CAGR

LDRI

N/A

UST

32.26%

LDRI vs UST - Historical Returns

Returns include dividend reinvestment.

Period	LDRI	UST
1 month	-0.21%	-1.60%
3 months	+1.09%	-4.91%
6 months	+1.84%	-4.09%
1 year	+4.46%	+2.01%
5 years(CAGR)	+1.28%	-6.90%
10 years(CAGR)	+1.67%	-2.18%
Max(CAGR)	+1.74%	+2.46%

Winner

LDRI

-0.21%

UST

-1.60%

Winner

LDRI

+1.09%

UST

-4.91%

Winner

LDRI

+1.84%

UST

-4.09%

Winner

LDRI

+4.46%

UST

+2.01%

5Y(CAGR)

Winner

LDRI

+1.28%

UST

-6.90%

10Y(CAGR)

Winner

LDRI

+1.67%

UST

-2.18%

Max(CAGR)

LDRI

+1.74%

Winner

UST

+2.46%

LDRI vs UST - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	LDRI	UST
2026	+2.01%	-3.49%
2025	+5.86%	+11.29%
2024	+0.10%	-5.29%
2023	N/A	-1.29%
2022	N/A	-29.42%
2021	N/A	-8.01%
2020	+0.88%	+18.04%
2019	+5.76%	+12.75%
2018	+1.04%	-0.53%
2017	+1.99%	+3.38%
2016	+2.23%	-0.26%
2015	-0.13%	+0.95%
2014	+0.61%	+16.90%
2013	N/A	-11.74%
2012	N/A	+7.81%
2011	N/A	+31.91%
2010	N/A	+14.49%

LDRI vs UST Drawdown Comparison

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

The maximum drawdown for UST was -48.00%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current LDRI drawdown is -0.23%. The current UST drawdown is -38.84%.

Rank	LDRI	UST
#1	-6.67% Feb 3, 2015 - Feb 5, 2019	-48.00% Aug 4, 2020 - Oct 19, 2023
#2	-1.40% Oct 13, 2014 - Dec 30, 2014	-20.06% Jul 8, 2016 - Aug 1, 2019
#3	-1.32% Dec 30, 2014 - Feb 3, 2015	-17.55% May 2, 2013 - Dec 12, 2014
#4	-1.17% Jun 24, 2019 - Jul 3, 2019	-15.50% Nov 4, 2010 - Jul 29, 2011
#5	-0.91% Sep 23, 2014 - Oct 9, 2014	-10.71% Jan 30, 2015 - Feb 2, 2016
#6	-0.85% Apr 3, 2025 - Apr 28, 2025	-9.13% Mar 9, 2020 - Apr 1, 2020
#7	-0.75% Apr 30, 2025 - Jun 23, 2025	-8.62% Sep 22, 2011 - Dec 19, 2011
#8	-0.70% Dec 6, 2024 - Jan 15, 2025	-7.60% Jan 31, 2012 - May 4, 2012
#9	-0.67% Mar 10, 2025 - Mar 28, 2025	-6.86% Sep 4, 2019 - Feb 21, 2020
#10	-0.59% Dec 22, 2025 - Jan 29, 2026	-6.28% Jul 25, 2012 - Apr 26, 2013
#11	-0.59% Oct 9, 2019 - Dec 11, 2019	-5.24% Feb 11, 2016 - Jun 9, 2016
#12	-0.57% Mar 18, 2026 - Apr 9, 2026	-4.57% Mar 17, 2010 - Apr 27, 2010
#13	-0.55% Aug 23, 2019 - Sep 24, 2019	-4.41% Aug 31, 2010 - Sep 27, 2010
#14	-0.54% Jun 30, 2025 - Jul 21, 2025	-4.20% Oct 7, 2010 - Nov 4, 2010
#15	-0.52% Aug 5, 2019 - Aug 20, 2019	-3.99% Apr 21, 2020 - Jul 21, 2020

Correlation

Correlation between LDRI and UST is -0.36 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.36

-101

Dividend Comparison (2011 - 2026)

LDRI vs UST dividend yield comparison.

Year	LDRI	UST
2026	0.25%	0.46%
2025	4.23%	3.65%
2024	0.83%	4.09%
2023	0.00%	3.49%
2022	0.00%	0.47%
2021	0.00%	0.27%
2020	2.55%	0.53%
2019	2.52%	1.42%
2018	2.23%	1.71%
2017	1.86%	0.84%
2016	1.78%	0.64%
2015	1.53%	0.75%
2014	0.29%	4.91%
2012	0.00%	0.02%
2011	0.00%	0.02%