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BWX vs. GTIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BWX vs. GTIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street SPDR Bloomberg International Treasury Bond ETF (BWX) and Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BWX achieves a -2.47% return, which is significantly lower than GTIP's 0.48% return.


BWX

1D
-0.23%
1M
0.18%
6M
-3.80%
YTD
-2.47%
1Y
-3.12%
3Y*
0.83%
5Y*
-4.46%
10Y*
-1.57%
ALL TIME*
0.47%

GTIP

1D
-0.22%
1M
-0.75%
6M
-0.10%
YTD
0.48%
1Y
1.69%
3Y*
3.77%
5Y*
0.25%
10Y*
ALL TIME*
3.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$8.57M$8.76M$11.82M
$1.08M$1.13M$1.80M

BWX vs. GTIP - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BWX
State Street SPDR Bloomberg International Treasury Bond ETF
-2.47%7.67%-5.93%5.10%-19.72%-8.67%9.50%5.58%2.46%
GTIP
Goldman Sachs Access Inflation Protected USD Bond ETF
0.48%6.63%2.04%3.88%-12.14%5.86%10.83%8.33%0.32%

Correlation

The correlation between BWX and GTIP is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.57

Correlation (3Y)
Balances recent behavior with more history.

0.62

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.58

Correlation (All Time)
Calculated using the full available price history since Oct 4, 2018

0.53

The correlation between BWX and GTIP has been stable across timeframes, ranging from 0.53 to 0.62 - a consistent structural relationship.

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Return for Risk

BWX vs. GTIP — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BWX
BWX Risk / Return Rank: 77
Overall Rank
BWX Sharpe Ratio Rank: 88
Sharpe Ratio Rank
BWX Sortino Ratio Rank: 77
Sortino Ratio Rank
BWX Omega Ratio Rank: 77
Omega Ratio Rank
BWX Calmar Ratio Rank: 88
Calmar Ratio Rank
BWX Martin Ratio Rank: 88
Martin Ratio Rank

GTIP
GTIP Risk / Return Rank: 3131
Overall Rank
GTIP Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
GTIP Sortino Ratio Rank: 2828
Sortino Ratio Rank
GTIP Omega Ratio Rank: 2727
Omega Ratio Rank
GTIP Calmar Ratio Rank: 3535
Calmar Ratio Rank
GTIP Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BWX vs. GTIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street SPDR Bloomberg International Treasury Bond ETF (BWX) and Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BWXGTIPDifference
Sharpe ratioReturn per unit of total volatility

-0.93

Sortino ratioReturn per unit of downside risk

-1.32

Omega ratioGain probability vs. loss probability

0.97

1.13

-0.15

Calmar ratioReturn relative to maximum drawdown

-0.24

1.19

-1.43

Martin ratioReturn relative to average drawdown

-0.48

3.37

-3.85

BWX vs. GTIP - Sharpe Ratio Comparison

The current BWX Sharpe Ratio is -0.21, which is lower than the GTIP Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of BWX and GTIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BWX vs. GTIP - Drawdown Comparison

The maximum BWX drawdown since its inception was -34.05%, which is greater than GTIP's maximum drawdown of -14.31%. Use the drawdown chart below to compare losses from any high point for BWX and GTIP.


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Drawdown Indicators


BWXGTIPDifference

Max Drawdown

Largest peak-to-trough decline

-34.05%

-14.31%

-19.74%

Max Drawdown (1Y)

Largest decline over 1 year

-6.53%

-2.02%

-4.51%

Max Drawdown (3Y)

Largest decline over 3 years

-10.22%

-3.69%

-6.53%

Max Drawdown (5Y)

Largest decline over 5 years

-30.78%

-14.31%

-16.47%

Max Drawdown (10Y)

Largest decline over 10 years

-34.05%

Current Drawdown

Current decline from peak

-24.42%

-1.36%

-23.06%

Average Drawdown

Average peak-to-trough decline

-10.17%

-4.16%

-6.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.25%

0.71%

+2.54%

Volatility

BWX vs. GTIP - Volatility Comparison

State Street SPDR Bloomberg International Treasury Bond ETF (BWX) has a higher volatility of 1.99% compared to Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) at 0.70%. This indicates that BWX's price experiences larger fluctuations and is considered to be riskier than GTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BWXGTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.99%

0.70%

+1.29%

Volatility (6M)

Calculated over the trailing 6-month period

5.95%

2.50%

+3.45%

Volatility (1Y)

Calculated over the trailing 1-year period

7.54%

3.32%

+4.22%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.72%

6.04%

+3.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.65%

5.97%

+2.68%

BWX vs. GTIP - Expense Ratio Comparison

BWX has a 0.35% expense ratio, which is higher than GTIP's 0.12% expense ratio.


Dividends

BWX vs. GTIP - Dividend Comparison

BWX's dividend yield for the trailing twelve months is around 2.41%, less than GTIP's 5.45% yield.


PositionTTM202520242023202220212020201920182017
BWX
State Street SPDR Bloomberg International Treasury Bond ETF
2.20%2.19%1.99%1.63%1.23%0.93%0.95%1.16%1.07%0.46%
GTIP
Goldman Sachs Access Inflation Protected USD Bond ETF
5.10%4.58%3.52%2.77%6.47%3.82%1.04%2.34%0.66%0.00%

Frequently Asked Questions


BWX and GTIP have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BWX has higher volatility (1.99%) compared to GTIP (0.70%). In terms of maximum drawdown, BWX dropped -34.05% vs GTIP's -14.31%.

On 5-year performance, GTIP leads with 0.25% vs -4.46% for BWX. On fees, GTIP is cheaper at 0.12% per year. On volatility, GTIP has been the lower-risk option at 0.70%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, GTIP has performed better with a 0.25% return vs -4.46%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

GTIP is cheaper with a 0.12% expense ratio, compared with 0.35% for BWX.

GTIP has the higher dividend yield at 5.10%, compared with 2.20% for BWX.

BWX is categorized as International Government Bonds, while GTIP is Inflation-Protected Bonds. BWX tracks Bloomberg Global Treasury ex-US Capped Index, while GTIP tracks FTSE Goldman Sachs Treasury Inflation Protected USD Bond Index. They also come from different issuers: State Street and Goldman Sachs. Their fees differ too: 0.35% for BWX and 0.12% for GTIP.

GTIP currently has the higher Sharpe Ratio (0.73 vs -0.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BWX and GTIP

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