TIPX vs. TIPZ

In the year-to-date period, TIPX achieves a 3.60% return, which is significantly higher than TIPZ's 3.21% return. Over the past 10 years, TIPX has outperformed TIPZ with an annualized return of 2.72%, while TIPZ has yielded a comparatively lower 2.38% annualized return.

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TIPX has a 0.15% expense ratio, which is lower than TIPZ's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) and PIMCO Broad US TIPS Index ETF (TIPZ). 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.

The current TIPX Sharpe Ratio is 1.79, which is higher than the TIPZ Sharpe Ratio of 0.91. The chart below compares the historical Sharpe Ratios of TIPX and TIPZ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TIPX's dividend yield for the trailing twelve months is around 3.39%, less than TIPZ's 4.60% yield.

The maximum TIPX drawdown since its inception was -10.06%, smaller than the maximum TIPZ drawdown of -15.41%. Use the drawdown chart below to compare losses from any high point for TIPX and TIPZ. For additional features, visit the drawdowns tool.

The current volatility for SPDR Bloomberg Barclays 1-10 Year TIPS ETF (TIPX) is 1.31%, while PIMCO Broad US TIPS Index ETF (TIPZ) has a volatility of 1.56%. This indicates that TIPX experiences smaller price fluctuations and is considered to be less risky than TIPZ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.