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LTPZ vs. ICPI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LTPZ vs. ICPI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO 15+ Year US TIPS Index ETF (LTPZ) and iShares 0-1 Year TIPS Bond ETF (ICPI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LTPZ achieves a 0.41% return, which is significantly lower than ICPI's 2.70% return.


LTPZ

1D
-0.49%
1M
1.02%
YTD
0.41%
6M
-1.15%
1Y
4.72%
3Y*
-0.79%
5Y*
-5.24%
10Y*
0.75%

ICPI

1D
0.05%
1M
0.44%
YTD
2.70%
6M
2.76%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LTPZ vs. ICPI - Yearly Performance Comparison


2026 (YTD)2025
LTPZ
PIMCO 15+ Year US TIPS Index ETF
0.41%-1.26%
ICPI
iShares 0-1 Year TIPS Bond ETF
2.70%0.32%

Correlation

The correlation between LTPZ and ICPI is -0.30, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Nov 21, 2025

-0.30

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Return for Risk

LTPZ vs. ICPI — Risk / Return Rank

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

LTPZ
LTPZ Risk / Return Rank: 1616
Overall Rank
LTPZ Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
LTPZ Sortino Ratio Rank: 1515
Sortino Ratio Rank
LTPZ Omega Ratio Rank: 1515
Omega Ratio Rank
LTPZ Calmar Ratio Rank: 1717
Calmar Ratio Rank
LTPZ Martin Ratio Rank: 1616
Martin Ratio Rank

ICPI
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.

LTPZ vs. ICPI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO 15+ Year US TIPS Index ETF (LTPZ) and iShares 0-1 Year TIPS Bond ETF (ICPI). 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.


LTPZICPIDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.09

Calmar ratioReturn relative to maximum drawdown

0.68

Martin ratioReturn relative to average drawdown

1.48

LTPZ vs. ICPI - Sharpe Ratio Comparison


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Sharpe Ratios by Period


LTPZICPIDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.51

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.05

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

6.20

-5.99

Drawdowns

LTPZ vs. ICPI - Drawdown Comparison

The maximum LTPZ drawdown since its inception was -40.99%, which is greater than ICPI's maximum drawdown of -0.22%. Use the drawdown chart below to compare losses from any high point for LTPZ and ICPI.


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Drawdown Indicators


LTPZICPIDifference

Max Drawdown

Largest peak-to-trough decline

-40.99%

-0.22%

-40.77%

Max Drawdown (1Y)

Largest decline over 1 year

-7.00%

Max Drawdown (3Y)

Largest decline over 3 years

-16.27%

Max Drawdown (5Y)

Largest decline over 5 years

-40.99%

Max Drawdown (10Y)

Largest decline over 10 years

-40.99%

Current Drawdown

Current decline from peak

-32.74%

0.00%

-32.74%

Average Drawdown

Average peak-to-trough decline

-12.41%

-0.03%

-12.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.20%

Volatility

LTPZ vs. ICPI - Volatility Comparison


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Volatility by Period


LTPZICPIDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.32%

Volatility (6M)

Calculated over the trailing 6-month period

6.41%

Volatility (1Y)

Calculated over the trailing 1-year period

9.26%

0.95%

+8.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.89%

0.95%

+14.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

15.07%

0.95%

+14.12%

LTPZ vs. ICPI - Expense Ratio Comparison

LTPZ has a 0.20% expense ratio, which is higher than ICPI's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

LTPZ vs. ICPI - Dividend Comparison

LTPZ's dividend yield for the trailing twelve months is around 5.23%, more than ICPI's 1.80% yield.


PositionTTM20252024202320222021202020192018201720162015
ICPI
iShares 0-1 Year TIPS Bond ETF
1.80%0.54%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
LTPZ
PIMCO 15+ Year US TIPS Index ETF
5.23%4.64%3.71%3.71%8.38%3.56%1.42%1.74%3.05%2.25%2.32%0.71%

Frequently Asked Questions


LTPZ and ICPI have a correlation of -0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, ICPI is cheaper at 0.09% per year. The better choice depends on whether you care most about return, fees, risk, or income.

ICPI is cheaper with a 0.09% expense ratio, compared with 0.20% for LTPZ.

LTPZ has the higher dividend yield at 5.23%, compared with 1.80% for ICPI.

LTPZ tracks ICE BofA US Inflation-Linked Treasury (15+ Y), while ICPI tracks ICE U.S. Treasury 0-1 Year Inflation Linked Bond Index. They also come from different issuers: PIMCO and iShares. Their fees differ too: 0.20% for LTPZ and 0.09% for ICPI.

Portfolio Optimizer

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