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TIPX vs. RLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TIPX vs. RLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) and State Street Multi-Asset Real Return ETF (RLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TIPX achieves a 1.16% return, which is significantly lower than RLY's 15.29% return. Over the past 10 years, TIPX has underperformed RLY with an annualized return of 2.81%, while RLY has yielded a comparatively higher 8.16% annualized return.


TIPX

1D
-0.01%
1M
-0.12%
6M
0.79%
YTD
1.16%
1Y
2.46%
3Y*
4.58%
5Y*
1.73%
10Y*
2.81%
ALL TIME*
2.21%

RLY

1D
-0.42%
1M
3.64%
6M
8.40%
YTD
15.29%
1Y
27.11%
3Y*
12.93%
5Y*
10.64%
10Y*
8.16%
ALL TIME*
4.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$5.13M$7.99M$7.88M
$6.38M$5.20M$8.29M

TIPX vs. RLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TIPX
SPDR Bloomberg Barclays 1-10 Year TIPS ETF
1.16%7.15%3.08%4.43%-7.58%5.42%8.51%6.60%-0.32%2.54%
RLY
State Street Multi-Asset Real Return ETF
15.29%20.26%2.53%2.56%7.86%22.85%-0.59%15.63%-11.72%10.40%

Correlation

The correlation between TIPX and RLY is 0.21, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.22

Correlation (3Y)
Balances recent behavior with more history.

0.24

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.26

Correlation (10Y)
Provides a long-term view across more market conditions.

0.21

Correlation (All Time)
Calculated using the full available price history since May 30, 2013

0.19

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Return for Risk

TIPX vs. RLY — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TIPX
TIPX Risk / Return Rank: 4141
Overall Rank
TIPX Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
TIPX Sortino Ratio Rank: 3737
Sortino Ratio Rank
TIPX Omega Ratio Rank: 3535
Omega Ratio Rank
TIPX Calmar Ratio Rank: 5151
Calmar Ratio Rank
TIPX Martin Ratio Rank: 4444
Martin Ratio Rank

RLY
RLY Risk / Return Rank: 9090
Overall Rank
RLY Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
RLY Sortino Ratio Rank: 9292
Sortino Ratio Rank
RLY Omega Ratio Rank: 9292
Omega Ratio Rank
RLY Calmar Ratio Rank: 8888
Calmar Ratio Rank
RLY Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TIPX vs. RLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) and State Street Multi-Asset Real Return ETF (RLY). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


TIPXRLYDifference
Sharpe ratioReturn per unit of total volatility

-1.61

Sortino ratioReturn per unit of downside risk

-2.10

Omega ratioGain probability vs. loss probability

1.17

1.47

-0.30

Calmar ratioReturn relative to maximum drawdown

1.91

3.61

-1.70

Martin ratioReturn relative to average drawdown

5.06

12.56

-7.49

TIPX vs. RLY - Sharpe Ratio Comparison

The current TIPX Sharpe Ratio is 0.96, which is lower than the RLY Sharpe Ratio of 2.57. The chart below compares the historical Sharpe Ratios of TIPX and RLY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

TIPX vs. RLY - Drawdown Comparison

The maximum TIPX drawdown since its inception was -10.06%, smaller than the maximum RLY drawdown of -37.75%. Use the drawdown chart below to compare losses from any high point for TIPX and RLY.


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Drawdown Indicators


TIPXRLYDifference

Max Drawdown

Largest peak-to-trough decline

-10.06%

-37.75%

+27.69%

Max Drawdown (1Y)

Largest decline over 1 year

-1.29%

-7.54%

+6.25%

Max Drawdown (3Y)

Largest decline over 3 years

-2.32%

-10.08%

+7.76%

Max Drawdown (5Y)

Largest decline over 5 years

-10.06%

-18.94%

+8.88%

Max Drawdown (10Y)

Largest decline over 10 years

-10.06%

-34.17%

+24.11%

Current Drawdown

Current decline from peak

-0.85%

-3.15%

+2.30%

Average Drawdown

Average peak-to-trough decline

-2.27%

-9.40%

+7.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.49%

2.16%

-1.67%

Volatility

TIPX vs. RLY - Volatility Comparison

The current volatility for SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) is 0.64%, while State Street Multi-Asset Real Return ETF (RLY) has a volatility of 2.61%. This indicates that TIPX experiences smaller price fluctuations and is considered to be less risky than RLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIPXRLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.64%

2.61%

-1.97%

Volatility (6M)

Calculated over the trailing 6-month period

1.99%

8.06%

-6.07%

Volatility (1Y)

Calculated over the trailing 1-year period

2.57%

10.61%

-8.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.62%

13.46%

-8.84%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.31%

13.80%

-9.49%

TIPX vs. RLY - Expense Ratio Comparison

TIPX has a 0.15% expense ratio, which is lower than RLY's 0.50% expense ratio.


Dividends

TIPX vs. RLY - Dividend Comparison

TIPX's dividend yield for the trailing twelve months is around 5.65%, more than RLY's 3.07% yield.


PositionTTM20252024202320222021202020192018201720162015
RLY
State Street Multi-Asset Real Return ETF
3.07%3.24%3.31%3.71%5.66%12.15%2.16%3.45%2.76%1.85%2.07%1.80%
TIPX
SPDR Bloomberg Barclays 1-10 Year TIPS ETF
5.65%3.78%3.57%3.57%6.08%4.26%1.73%2.53%1.90%2.84%1.04%0.06%

Frequently Asked Questions


TIPX and RLY have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RLY has higher volatility (2.61%) compared to TIPX (0.64%). In terms of maximum drawdown, TIPX dropped -10.06% vs RLY's -37.75%.

On 10-year performance, RLY leads with 8.16% vs 2.81% for TIPX. On fees, TIPX is cheaper at 0.15% per year. On volatility, TIPX has been the lower-risk option at 0.64%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, RLY has performed better with a 8.16% return vs 2.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TIPX is cheaper with a 0.15% expense ratio, compared with 0.50% for RLY.

TIPX has the higher dividend yield at 5.65%, compared with 3.07% for RLY.

TIPX is categorized as Inflation-Protected Bonds, while RLY is Global Allocation. TIPX tracks Bloomberg US Govt Inflation-Linked (1-10 Y), while RLY tracks Bloomberg U.S. Government Inflation-Linked Bond Index. Their fees differ too: 0.15% for TIPX and 0.50% for RLY.

RLY currently has the higher Sharpe Ratio (2.57 vs 0.96), 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

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