TDTT vs USO

Comparison between FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND (TDTT, ETF) and United States Oil Fund (USO, ETF).

5-Year PerformanceUSO has outperformed TDTT, delivering a return of +24.6% compared to +2.9%

TDTT vs USO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TDTT(ETF)	USO(ETF)
Net Assets	$2.60B	$2.60B
Expense Ratio	0.18%	0.86%
Max Drawdown	14.05%	98.19%
Sharpe Ratio	0.34	1.86
5Y Beta	-0.00	0.08
5Y Dividends CAGR	28.36%	N/A

Net Assets

TDTT

$2.60B

USO

$2.60B

Expense Ratio

Winner

TDTT

0.18%

USO

0.86%

Max Drawdown

Winner

TDTT

14.05%

USO

98.19%

Sharpe Ratio

TDTT

0.34

Winner

USO

1.86

5Y Beta

Winner

TDTT

-0.00

USO

0.08

5Y Dividends CAGR

TDTT

28.36%

USO

N/A

TDTT vs USO - Historical Returns

Returns include dividend reinvestment.

Period	TDTT	USO
1 month	+0.82%	+7.23%
3 months	+1.27%	+71.23%
6 months	+2.01%	+87.47%
1 year	+4.50%	+103.64%
5 years(CAGR)	+2.90%	+24.62%
10 years(CAGR)	+3.14%	+4.57%
Max(CAGR)	+2.22%	-6.76%

TDTT

+0.82%

Winner

USO

+7.23%

TDTT

+1.27%

Winner

USO

+71.23%

TDTT

+2.01%

Winner

USO

+87.47%

TDTT

+4.50%

Winner

USO

+103.64%

5Y(CAGR)

TDTT

+2.90%

Winner

USO

+24.62%

10Y(CAGR)

TDTT

+3.14%

Winner

USO

+4.57%

Max(CAGR)

Winner

TDTT

+2.22%

USO

-6.76%

TDTT vs USO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TDTT	USO
2026	+1.86%	+93.72%
2025	+6.49%	-10.10%
2024	+4.00%	+14.87%
2023	+4.36%	-1.46%
2022	-4.64%	+27.87%
2021	+5.33%	+67.88%
2020	+6.71%	-67.79%
2019	+5.65%	+30.05%
2018	+0.21%	-19.97%
2017	+0.35%	+4.98%
2016	+2.76%	+6.74%
2015	-0.62%	-44.70%
2014	-1.92%	-40.52%
2013	-2.01%	+4.44%
2012	+2.81%	-15.92%
2011	+0.60%	-2.41%
2010	N/A	-3.15%
2009	N/A	+10.24%
2008	N/A	-57.82%
2007	N/A	+53.36%
2006	N/A	-24.14%

TDTT vs USO Drawdown Comparison

The maximum drawdown for TDTT was -6.95%, occurring on Sep 27, 2022. Recovery took 570 trading sessions.

The maximum drawdown for USO was -98.19%, occurring on Apr 28, 2020. This drawdown has not yet recovered.

The current TDTT drawdown is -0.10%. The current USO drawdown is -85.79%.

Rank	TDTT	USO
#1	-6.95% Mar 11, 2022 - Jun 18, 2024	-98.19% Jul 14, 2008 - Apr 28, 2020
#2	-6.62% Mar 3, 2020 - Jun 1, 2020	-40.98% Jul 13, 2006 - Oct 31, 2007
#3	-4.75% Sep 14, 2012 - Feb 22, 2019	-12.04% Jan 2, 2008 - Feb 19, 2008
#4	-2.59% Nov 17, 2021 - Mar 1, 2022	-11.18% Nov 20, 2007 - Jan 2, 2008
#5	-1.53% Sep 24, 2024 - Feb 3, 2025	-10.48% Apr 21, 2006 - Jul 13, 2006
#6	-1.51% Sep 28, 2011 - Oct 31, 2011	-8.61% May 21, 2008 - Jun 6, 2008
#7	-1.43% Nov 2, 2011 - Jan 26, 2012	-7.97% Mar 13, 2008 - Apr 9, 2008
#8	-1.42% Mar 16, 2012 - Aug 6, 2012	-6.15% Jul 2, 2008 - Jul 11, 2008
#9	-1.40% Apr 3, 2025 - Apr 28, 2025	-5.85% Nov 6, 2007 - Nov 20, 2007
#10	-1.16% Apr 30, 2025 - Jun 26, 2025	-5.55% Apr 28, 2008 - May 5, 2008
#11	-1.09% Aug 28, 2019 - Dec 13, 2019	-4.69% Jun 6, 2008 - Jun 26, 2008
#12	-0.97% May 17, 2021 - Jul 12, 2021	-2.55% Feb 28, 2008 - Mar 5, 2008
#13	-0.90% Mar 17, 2026 - Apr 13, 2026	-2.51% Feb 20, 2008 - Feb 26, 2008
#14	-0.90% Aug 6, 2012 - Sep 13, 2012	-2.08% Apr 23, 2008 - Apr 25, 2008
#15	-0.87% Feb 10, 2021 - Mar 2, 2021	-1.97% May 9, 2008 - May 16, 2008

Correlation

Correlation between TDTT and USO is -0.51 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.51

-101