STPZ vs. FXAIX
Compare and contrast key facts about PIMCO 1-5 Year US TIPS Index ETF (STPZ) and Fidelity 500 Index Fund (FXAIX).
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. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STPZ or FXAIX.
Correlation
The correlation between STPZ and FXAIX is 0.06, 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
STPZ vs. FXAIX - Performance Comparison
Key characteristics
STPZ:
2.97
FXAIX:
1.75
STPZ:
4.57
FXAIX:
2.36
STPZ:
1.60
FXAIX:
1.32
STPZ:
3.34
FXAIX:
2.66
STPZ:
13.95
FXAIX:
11.02
STPZ:
0.43%
FXAIX:
2.04%
STPZ:
2.02%
FXAIX:
12.89%
STPZ:
-6.76%
FXAIX:
-33.79%
STPZ:
0.00%
FXAIX:
-2.12%
Returns By Period
In the year-to-date period, STPZ achieves a 1.59% return, which is significantly lower than FXAIX's 2.42% return. Over the past 10 years, STPZ has underperformed FXAIX with an annualized return of 2.41%, while FXAIX has yielded a comparatively higher 12.88% annualized return.
STPZ
1.59%
0.99%
2.04%
6.15%
3.11%
2.41%
FXAIX
2.42%
-1.61%
7.43%
19.76%
15.09%
12.88%
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STPZ vs. FXAIX - Expense Ratio Comparison
STPZ has a 0.20% expense ratio, which is higher than FXAIX's 0.02% 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%.
Risk-Adjusted Performance
STPZ vs. FXAIX — Risk-Adjusted Performance Rank
STPZ
FXAIX
STPZ vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO 1-5 Year US TIPS Index ETF (STPZ) and Fidelity 500 Index Fund (FXAIX). 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
STPZ vs. FXAIX - Dividend Comparison
STPZ's dividend yield for the trailing twelve months is around 1.94%, more than FXAIX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STPZ PIMCO 1-5 Year US TIPS Index ETF | 1.94% | 1.97% | 1.63% | 5.88% | 3.65% | 1.86% | 1.76% | 2.39% | 1.51% | 0.65% | 0.49% | 0.86% |
FXAIX Fidelity 500 Index Fund | 1.22% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
STPZ vs. FXAIX - Drawdown Comparison
The maximum STPZ drawdown since its inception was -6.76%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for STPZ and FXAIX. For additional features, visit the drawdowns tool.
Volatility
STPZ vs. FXAIX - Volatility Comparison
The current volatility for PIMCO 1-5 Year US TIPS Index ETF (STPZ) is 0.48%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.43%. This indicates that STPZ experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.