Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/05/2025: TDTF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.2% | Avg. Invested days 101 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.83 | 52 Weeks Range 22.47 - 24.08 | Updated Date 06/29/2025 |
52 Weeks Range 22.47 - 24.08 | Updated Date 06/29/2025 |
Upturn AI SWOT
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
ETF Overview
Overview
The FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the iBoxxu00ae 5-Year Target Duration TIPS Index. It invests primarily in Treasury Inflation-Protected Securities (TIPS) with a target duration of approximately 5 years, providing inflation protection and moderate interest rate risk.
Reputation and Reliability
Northern Trust is a well-established and reputable asset manager with a long track record in the financial industry.
Management Expertise
Northern Trust has significant expertise in managing fixed income and inflation-protected portfolios, supported by experienced portfolio managers and research teams.
Investment Objective
Goal
The fund seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the iBoxxu00ae 5-Year Target Duration TIPS Index.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, attempting to replicate the iBoxxu00ae 5-Year Target Duration TIPS Index.
Composition The ETF holds a portfolio of inflation-protected securities issued by the U.S. Treasury, with a targeted average duration of approximately 5 years.
Market Position
Market Share: TDTF has a modest market share within the broader TIPS ETF category.
Total Net Assets (AUM): 251150688
Competitors
Key Competitors
- iShares TIPS Bond ETF (TIP)
- Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)
- Schwab U.S. TIPS ETF (SCHP)
Competitive Landscape
The TIPS ETF market is dominated by larger players like iShares and Vanguard. TDTF competes by focusing on a specific target duration, which can appeal to investors seeking a specific level of interest rate risk. However, its AUM is smaller than its competitors, potentially leading to lower liquidity and higher trading costs. TDTF's specific focus on 5-year duration TIPS differentiates it from broader TIPS ETFs.
Financial Performance
Historical Performance: Historical performance data can be found on the fund's factsheet and various financial websites. Note that past performance is not indicative of future results.
Benchmark Comparison: The fund's performance should be compared to the iBoxxu00ae 5-Year Target Duration TIPS Index to assess its tracking efficiency.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate, suggesting reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the liquidity of the underlying TIPS market.
Market Dynamics
Market Environment Factors
Inflation expectations, interest rate movements, and overall economic conditions influence the performance of TIPS and TDTF. Rising inflation and stable to falling rates are generally favorable.
Growth Trajectory
The growth trajectory of TDTF depends on investor demand for inflation-protected securities and the fund's ability to effectively track its target index. Changes in duration target could also impact growth.
Moat and Competitive Advantages
Competitive Edge
TDTF's competitive advantage lies in its specific target duration of approximately 5 years, allowing investors to fine-tune their interest rate risk exposure. This contrasts with broader TIPS ETFs that may have a wider range of durations. Its targeted approach can attract investors who want a specific maturity profile. It offers exposure to inflation-protected securities with a known average duration, providing a degree of predictability.
Risk Analysis
Volatility
TDTF's volatility is generally lower than equity ETFs but higher than very short-term fixed income ETFs due to its 5-year duration. Changes in interest rates can impact its price.
Market Risk
The fund is subject to interest rate risk (changes in interest rates) and inflation risk (changes in inflation expectations). A rise in real interest rates could negatively affect the fund's performance.
Investor Profile
Ideal Investor Profile
The ideal investor for TDTF is one seeking inflation protection with a moderate risk tolerance and a preference for a specific maturity profile.
Market Risk
TDTF is suitable for long-term investors looking for a hedge against inflation and some level of interest rate risk, or as a component of a diversified fixed income portfolio.
Summary
The FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) offers targeted exposure to U.S. Treasury Inflation-Protected Securities with a 5-year duration. It provides inflation protection and moderate interest rate risk, making it suitable for investors seeking a specific maturity profile within their fixed income allocation. While it faces competition from larger TIPS ETFs, its targeted duration can be a differentiating factor. Its performance is directly tied to inflation expectations and interest rate movements and has low volatility as compared to equity ETFs.
Similar ETFs
Sources and Disclaimers
Data Sources:
- FlexShares Website
- Morningstar
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your individual financial circumstances and risk tolerance. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index reflects the performance of a selection of inflation protected public obligations of the U.S. treasury, commonly known as TIPS, with a targeted average modified adjusted duration, as defined by the S&P Dow Jones Indices LLC as the index provider, of approximately five years. Under normal circumstances, the fund will invest at least 80% of its total assets (exclusive of collateral held from securities lending) in the securities of the underlying index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.