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IBRSX VY® BlackRock Inflation Protected Bd S

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Fund IBRSX VY® BlackRock Inflation Protected Bd S SCHP Schwab US TIPS ETF™ TIP iShares TIPS Bond  
100% 90% 91%
Annual Fees
(0.77% Exp. Ratio)
(0.07% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$14,506.00 $17,911.61 $17,225.59
Est. savings over 30 yrs +$3,405.61 +$2,719.59
As of 9/30/16
1 YR RETURN 5.39%
3 YR 1.28%
5 YR 1.06%
10 YR --
1 YR RETURN 6.50%
3 YR 2.33%
5 YR 1.84%
10 YR --
1 YR RETURN 6.47%
3 YR 2.27%
5 YR 1.79%
10 YR 4.34%
The investment seeks to maximize real return, consistent with preservation of real capital and prudent investment management. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. Inflation-indexed bonds are debt instruments that are structured to provide protection against inflation. The fund is non-diversified.
The investment seeks to track as closely as possible, before fees and expenses, the price and yield performance of the Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index (Series L). The fund will invest at least 90% of its net assets in securities included in the index. The index includes all publicly-issued U.S. TIPS that have at least one year remaining to maturity, are rated investment grade and have $250 million or more of outstanding face value. The TIPS in the index must be denominated in U.S. dollars and must be fixed-rate and non-convertible. It may invest up to 10% of its net assets in securities not included in its index.
The investment seeks to track the investment results of Barclays U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L) which composed of inflation-protected U.S. Treasury bonds. The fund generally invests at least 90% of its assets in the bonds of the underlying index and at least 95% of its assets in U.S. government bonds. It may invest up to 10% of its assets in U.S. government bonds not included in the underlying index, but which BFA believes will help the Fund track the underlying index. The fund also may invest up to 5% of its assets in repurchase agreements collateralized by U.S. government obligations and in cash and cash equivalents.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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