LONZ vs. STPZ
Compare and contrast key facts about PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) and PIMCO 1-5 Year US TIPS Index ETF (STPZ).
LONZ and STPZ are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LONZ is an actively managed fund by PIMCO. It was launched on Jun 8, 2022. STPZ is a passively managed fund by PIMCO that tracks the performance of the ICE BofA US Inflation-Linked Treasury (1-5 Y). It was launched on Aug 20, 2009.
Performance
LONZ vs. STPZ - Performance Comparison
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LONZ vs. STPZ - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
LONZ PIMCO Senior Loan Active Exchange-Traded Fund | -0.27% | 5.05% | 9.85% | 12.56% | 0.80% |
STPZ PIMCO 1-5 Year US TIPS Index ETF | 0.83% | 6.40% | 4.30% | 4.28% | -3.86% |
Returns By Period
In the year-to-date period, LONZ achieves a -0.27% return, which is significantly lower than STPZ's 0.83% return.
LONZ
- 1D
- 0.47%
- 1M
- 1.00%
- YTD
- -0.27%
- 6M
- 0.65%
- 1Y
- 5.23%
- 3Y*
- 8.01%
- 5Y*
- —
- 10Y*
- —
STPZ
- 1D
- 0.07%
- 1M
- -0.12%
- YTD
- 0.83%
- 6M
- 1.08%
- 1Y
- 3.83%
- 3Y*
- 4.47%
- 5Y*
- 3.05%
- 10Y*
- 2.82%
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LONZ vs. STPZ - Expense Ratio Comparison
LONZ has a 0.62% expense ratio, which is higher than STPZ's 0.20% expense ratio.
Return for Risk
LONZ vs. STPZ — Risk / Return Rank
LONZ
STPZ
LONZ vs. STPZ - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) and PIMCO 1-5 Year US TIPS Index ETF (STPZ). 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.
| LONZ | STPZ | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.32 | 1.61 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.55 | 2.30 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.33 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 2.92 | -1.44 |
Martin ratioReturn relative to average drawdown | 8.06 | 8.71 | -0.65 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LONZ | STPZ | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.32 | 1.61 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.93 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.95 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.24 | 0.89 | +1.35 |
Correlation
The correlation between LONZ and STPZ is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
LONZ vs. STPZ - Dividend Comparison
LONZ's dividend yield for the trailing twelve months is around 7.27%, more than STPZ's 3.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LONZ PIMCO Senior Loan Active Exchange-Traded Fund | 7.27% | 6.60% | 8.16% | 8.29% | 3.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
STPZ PIMCO 1-5 Year US TIPS Index ETF | 3.59% | 3.65% | 1.97% | 1.63% | 5.88% | 3.65% | 1.86% | 1.76% | 2.23% | 1.51% | 0.65% | 0.49% |
Drawdowns
LONZ vs. STPZ - Drawdown Comparison
The maximum LONZ drawdown since its inception was -4.19%, smaller than the maximum STPZ drawdown of -6.77%. Use the drawdown chart below to compare losses from any high point for LONZ and STPZ.
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Drawdown Indicators
| LONZ | STPZ | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.19% | -6.77% | +2.58% |
Max Drawdown (1Y)Largest decline over 1 year | -3.44% | -1.35% | -2.09% |
Max Drawdown (5Y)Largest decline over 5 years | — | -6.70% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -6.77% | — |
Current DrawdownCurrent decline from peak | -1.05% | -0.37% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -0.48% | -1.32% | +0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.63% | 0.45% | +0.18% |
Volatility
LONZ vs. STPZ - Volatility Comparison
PIMCO Senior Loan Active Exchange-Traded Fund (LONZ) has a higher volatility of 1.22% compared to PIMCO 1-5 Year US TIPS Index ETF (STPZ) at 0.72%. This indicates that LONZ's price experiences larger fluctuations and is considered to be riskier than STPZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LONZ | STPZ | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.22% | 0.72% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 1.99% | 1.21% | +0.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.98% | 2.38% | +1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.26% | 3.30% | -0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.26% | 2.98% | +0.28% |