PHM vs. TIP
Compare and contrast key facts about PulteGroup, Inc. (PHM) and iShares TIPS Bond ETF (TIP).
TIP is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Dec 4, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHM or TIP.
Correlation
The correlation between PHM and TIP is 0.01, 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.
Performance
PHM vs. TIP - Performance Comparison
Key characteristics
PHM:
-0.43
TIP:
1.65
PHM:
-0.43
TIP:
2.38
PHM:
0.95
TIP:
1.29
PHM:
-0.40
TIP:
0.65
PHM:
-0.85
TIP:
4.78
PHM:
16.25%
TIP:
1.53%
PHM:
32.28%
TIP:
4.42%
PHM:
-92.40%
TIP:
-14.56%
PHM:
-34.15%
TIP:
-3.46%
Returns By Period
In the year-to-date period, PHM achieves a -10.05% return, which is significantly lower than TIP's 4.82% return. Over the past 10 years, PHM has outperformed TIP with an annualized return of 17.27%, while TIP has yielded a comparatively lower 2.32% annualized return.
PHM
-10.05%
-4.80%
-31.35%
-14.85%
40.49%
17.27%
TIP
4.82%
1.30%
1.81%
7.29%
1.73%
2.32%
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Risk-Adjusted Performance
PHM vs. TIP — Risk-Adjusted Performance Rank
PHM
TIP
PHM vs. TIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PulteGroup, Inc. (PHM) and iShares TIPS Bond ETF (TIP). 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.
Dividends
PHM vs. TIP - Dividend Comparison
PHM's dividend yield for the trailing twelve months is around 0.86%, less than TIP's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHM PulteGroup, Inc. | 0.86% | 0.75% | 0.66% | 1.34% | 1.00% | 1.16% | 1.16% | 1.46% | 1.08% | 1.96% | 1.85% | 1.07% |
TIP iShares TIPS Bond ETF | 3.00% | 2.52% | 2.73% | 6.96% | 4.28% | 1.17% | 1.75% | 2.71% | 2.07% | 1.48% | 0.34% | 1.67% |
Drawdowns
PHM vs. TIP - Drawdown Comparison
The maximum PHM drawdown since its inception was -92.40%, which is greater than TIP's maximum drawdown of -14.56%. Use the drawdown chart below to compare losses from any high point for PHM and TIP. For additional features, visit the drawdowns tool.
Volatility
PHM vs. TIP - Volatility Comparison
PulteGroup, Inc. (PHM) has a higher volatility of 9.84% compared to iShares TIPS Bond ETF (TIP) at 1.26%. This indicates that PHM's price experiences larger fluctuations and is considered to be riskier than TIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.