PortfoliosLab logoPortfoliosLab logo
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 SPDR Bloomberg Barclays 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.

Loading charts...

Returns By Period

In the year-to-date period, BWX achieves a -1.91% return, which is significantly lower than GTIP's 1.70% return.


BWX

1D
-0.59%
1M
-0.88%
YTD
-1.91%
6M
-1.77%
1Y
-2.28%
3Y*
1.18%
5Y*
-4.48%
10Y*
-1.28%

GTIP

1D
-0.08%
1M
0.04%
YTD
1.70%
6M
1.11%
1Y
5.10%
3Y*
4.01%
5Y*
1.09%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BWX vs. GTIP - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
-1.91%7.67%-5.93%5.10%-19.72%-8.67%9.50%5.58%2.61%
GTIP
Goldman Sachs Access Inflation Protected USD Bond ETF
1.70%6.63%2.04%3.88%-12.14%5.86%10.83%8.33%0.24%

Correlation

The correlation between BWX and GTIP is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.57

Correlation (3Y)
Calculated over the trailing 3-year period

0.62

Correlation (5Y)
Calculated over the trailing 5-year period

0.57

Correlation (All Time)
Calculated using the full available price history since Oct 5, 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.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

BWX vs. GTIP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BWX
BWX Risk / Return Rank: 55
Overall Rank
BWX Sharpe Ratio Rank: 66
Sharpe Ratio Rank
BWX Sortino Ratio Rank: 55
Sortino Ratio Rank
BWX Omega Ratio Rank: 55
Omega Ratio Rank
BWX Calmar Ratio Rank: 55
Calmar Ratio Rank
BWX Martin Ratio Rank: 55
Martin Ratio Rank

GTIP
GTIP Risk / Return Rank: 4747
Overall Rank
GTIP Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
GTIP Sortino Ratio Rank: 4747
Sortino Ratio Rank
GTIP Omega Ratio Rank: 4343
Omega Ratio Rank
GTIP Calmar Ratio Rank: 5151
Calmar Ratio Rank
GTIP Martin Ratio Rank: 4848
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BWX vs. GTIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg Barclays 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.


BWXGTIPDifference
Sharpe ratioReturn per unit of total volatility

-1.83

Sortino ratioReturn per unit of downside risk

-2.71

Omega ratioGain probability vs. loss probability

0.96

1.28

-0.32

Calmar ratioReturn relative to maximum drawdown

-0.37

2.54

-2.91

Martin ratioReturn relative to average drawdown

-0.76

8.00

-8.76

BWX vs. GTIP - Sharpe Ratio Comparison

The current BWX Sharpe Ratio is -0.30, which is lower than the GTIP Sharpe Ratio of 1.53. 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.


Loading charts...

Sharpe Ratios by Period


BWXGTIPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.30

1.53

-1.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.47

0.18

-0.65

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.05

0.56

-0.50

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.


Loading charts...

Drawdown Indicators


BWXGTIPDifference

Max Drawdown

Largest peak-to-trough decline

-34.05%

-14.31%

-19.74%

Max Drawdown (1Y)

Largest decline over 1 year

-6.16%

-2.02%

-4.14%

Max Drawdown (3Y)

Largest decline over 3 years

-10.22%

-4.47%

-5.75%

Max Drawdown (5Y)

Largest decline over 5 years

-31.25%

-14.31%

-16.94%

Max Drawdown (10Y)

Largest decline over 10 years

-34.05%

Current Drawdown

Current decline from peak

-23.98%

-0.17%

-23.81%

Average Drawdown

Average peak-to-trough decline

-10.05%

-4.24%

-5.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.00%

0.64%

+2.36%

Volatility

BWX vs. GTIP - Volatility Comparison

SPDR Bloomberg Barclays International Treasury Bond ETF (BWX) has a higher volatility of 2.41% compared to Goldman Sachs Access Inflation Protected USD Bond ETF (GTIP) at 0.97%. 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.


Loading charts...

Volatility by Period


BWXGTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.41%

0.97%

+1.44%

Volatility (6M)

Calculated over the trailing 6-month period

5.79%

2.32%

+3.47%

Volatility (1Y)

Calculated over the trailing 1-year period

7.70%

3.34%

+4.36%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.69%

6.07%

+3.62%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.66%

6.01%

+2.65%

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 2.37%, less than GTIP's 4.69% yield.


PositionTTM202520242023202220212020201920182017
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
2.37%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
4.69%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 (2.41%) compared to GTIP (0.97%). In terms of maximum drawdown, BWX dropped -34.05% vs GTIP's -14.31%.

On 5-year performance, GTIP leads with 1.09% vs -4.48% for BWX. On fees, GTIP is cheaper at 0.12% per year. On volatility, GTIP has been the lower-risk option at 0.97%. 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 1.09% return vs -4.48%. 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 4.69%, compared with 2.37% for BWX.

BWX is categorized as International Government Bonds, while GTIP is Inflation-Protected Bonds. BWX tracks Bloomberg Global Treasury x US Capped (Inception 8/31/2007), 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 (1.53 vs -0.30), 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

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer