TDTF vs RSPN

Comparison between FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND (TDTF, ETF) and INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF (RSPN, ETF).

5-Year PerformanceRSPN has outperformed TDTF, delivering a return of +11.6% compared to +1.7%

TDTF vs RSPN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TDTF(ETF)	RSPN(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.18%	0.40%
Max Drawdown	20.88%	61.64%
Sharpe Ratio	0.40	0.92
5Y Beta	0.02	0.90
P/E Ratio	N/A	27.48
Forward P/E	N/A	22.42
PEG Ratio	N/A	1.08
5Y Dividends CAGR	17.47%	10.10%
5Y EPS CAGR	N/A	9.64%
Debt to Equity	N/A	34.54%
P/S Ratio	N/A	2.39
P/B Ratio	N/A	5.47

Net Assets

TDTF

$1B

RSPN

$1B

Expense Ratio

Winner

TDTF

0.18%

RSPN

0.40%

Max Drawdown

Winner

TDTF

20.88%

RSPN

61.64%

Sharpe Ratio

TDTF

0.40

Winner

RSPN

0.92

5Y Beta

Winner

TDTF

0.02

RSPN

0.90

P/E Ratio

TDTF

N/A

RSPN

27.48

Forward P/E

TDTF

N/A

RSPN

22.42

PEG Ratio

TDTF

N/A

RSPN

1.08

5Y Dividends CAGR

Winner

TDTF

17.47%

RSPN

10.10%

5Y EPS CAGR

TDTF

N/A

RSPN

9.64%

Debt to Equity

TDTF

N/A

RSPN

34.54%

P/S Ratio

TDTF

N/A

RSPN

2.39

P/B Ratio

TDTF

N/A

RSPN

5.47

TDTF vs RSPN - Historical Returns

Returns include dividend reinvestment.

Period	TDTF	RSPN
1 month	-0.65%	+2.51%
3 months	+0.22%	+6.08%
6 months	+1.37%	+8.67%
1 year	+4.81%	+18.74%
5 years(CAGR)	+1.71%	+11.61%
10 years(CAGR)	+2.87%	+14.65%
Max(CAGR)	+2.25%	+11.44%

TDTF

-0.65%

Winner

RSPN

+2.51%

TDTF

+0.22%

Winner

RSPN

+6.08%

TDTF

+1.37%

Winner

RSPN

+8.67%

TDTF

+4.81%

Winner

RSPN

+18.74%

5Y(CAGR)

TDTF

+1.71%

Winner

RSPN

+11.61%

10Y(CAGR)

TDTF

+2.87%

Winner

RSPN

+14.65%

Max(CAGR)

TDTF

+2.25%

Winner

RSPN

+11.44%

TDTF vs RSPN - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TDTF	RSPN
2026	+1.46%	+8.31%
2025	+7.74%	+14.45%
2024	+2.49%	+18.95%
2023	+3.79%	+22.06%
2022	-9.44%	-7.86%
2021	+5.37%	+29.68%
2020	+9.63%	+16.68%
2019	+7.99%	+32.77%
2018	-0.66%	-13.71%
2017	+1.85%	+22.37%
2016	+3.95%	+23.30%
2015	-0.97%	-6.78%
2014	-0.56%	+13.28%
2013	-4.95%	+36.90%
2012	+5.67%	+13.81%
2011	+0.65%	-2.69%
2010	N/A	+24.99%
2009	N/A	+29.61%
2008	N/A	-36.35%
2007	N/A	+14.85%
2006	N/A	+1.78%

TDTF vs RSPN Drawdown Comparison

The maximum drawdown for TDTF was -12.00%, occurring on Nov 3, 2022. Recovery took 771 trading sessions.

The maximum drawdown for RSPN was -59.65%, occurring on Mar 6, 2009. Recovery took 888 trading sessions.

The current TDTF drawdown is -0.77%. The current RSPN drawdown is -2.80%.

Rank	TDTF	RSPN
#1	-12.00% Mar 8, 2022 - Apr 3, 2025	-59.65% Jul 19, 2007 - Jan 27, 2011
#2	-9.60% Mar 5, 2020 - Apr 15, 2020	-42.01% Feb 12, 2020 - Sep 2, 2020
#3	-6.85% Sep 14, 2012 - Sep 7, 2017	-25.90% May 2, 2011 - Mar 15, 2012
#4	-4.11% Nov 17, 2021 - Mar 7, 2022	-24.34% Sep 18, 2018 - Jul 12, 2019
#5	-3.08% Sep 7, 2017 - Feb 20, 2019	-21.89% Nov 16, 2021 - Jun 15, 2023
#6	-2.56% Apr 3, 2025 - Jun 24, 2025	-20.89% Nov 29, 2024 - Jul 3, 2025
#7	-2.21% Feb 10, 2021 - Apr 28, 2021	-18.24% Feb 20, 2015 - Jun 8, 2016
#8	-2.09% Nov 18, 2011 - Jan 25, 2012	-13.65% Jul 31, 2023 - Dec 13, 2023
#9	-1.98% Sep 22, 2011 - Nov 1, 2011	-12.44% Mar 15, 2012 - Sep 14, 2012
#10	-1.89% Aug 29, 2019 - Jan 3, 2020	-12.36% Mar 2, 2026 - Mar 30, 2026
#11	-1.77% Apr 15, 2020 - Jun 1, 2020	-11.09% Jan 26, 2018 - Sep 13, 2018
#12	-1.58% Feb 27, 2026 - Apr 14, 2026	-9.71% Jun 9, 2014 - Oct 31, 2014
#13	-1.25% Feb 28, 2012 - Apr 11, 2012	-8.53% Jun 8, 2016 - Jul 12, 2016
#14	-1.24% May 10, 2021 - Jul 2, 2021	-8.47% Jul 24, 2019 - Sep 13, 2019
#15	-1.19% Jul 31, 2012 - Aug 28, 2012	-7.31% Jan 22, 2014 - Mar 4, 2014

Correlation

Correlation between TDTF and RSPN is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2006 - 2026)

TDTF vs RSPN dividend yield comparison.

Year	TDTF	RSPN
2026	2.02%	0.19%
2025	4.58%	0.86%
2024	3.98%	0.98%
2023	3.97%	1.06%
2022	7.60%	1.09%
2021	4.55%	0.70%
2020	1.13%	0.96%
2019	1.80%	1.33%
2018	2.60%	1.49%
2017	2.20%	1.12%
2016	1.51%	1.31%
2015	0.21%	1.51%
2014	1.23%	1.28%
2013	0.17%	0.90%
2012	1.43%	2.10%
2011	0.21%	2.34%
2010	0.00%	1.19%
2009	0.00%	1.67%
2008	0.00%	1.95%
2007	0.00%	4.15%
2006	0.00%	0.31%