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TIPZ vs. EMNT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TIPZ vs. EMNT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Broad US TIPS Index ETF (TIPZ) and PIMCO Enhanced Short Maturity Active ESG ETF (EMNT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TIPZ achieves a 2.79% return, which is significantly higher than EMNT's 1.65% return.


TIPZ

1D
0.02%
1M
-0.03%
YTD
2.79%
6M
1.43%
1Y
5.19%
3Y*
3.93%
5Y*
0.92%
10Y*
2.51%

EMNT

1D
0.02%
1M
0.33%
YTD
1.65%
6M
2.02%
1Y
4.38%
3Y*
5.25%
5Y*
3.43%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TIPZ vs. EMNT - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
TIPZ
PIMCO Broad US TIPS Index ETF
2.79%5.87%1.52%3.37%-12.67%5.48%10.98%0.52%
EMNT
PIMCO Enhanced Short Maturity Active ESG ETF
1.65%4.74%5.79%5.84%-0.57%0.11%2.08%0.09%

Correlation

The correlation between TIPZ and EMNT is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.43

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Dec 13, 2019

0.30

The correlation between TIPZ and EMNT shifts across timeframes, from 0.27 (3 years) to 0.43 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

TIPZ vs. EMNT — Risk / Return Rank

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

TIPZ
TIPZ Risk / Return Rank: 3939
Overall Rank
TIPZ Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
TIPZ Sortino Ratio Rank: 3737
Sortino Ratio Rank
TIPZ Omega Ratio Rank: 3737
Omega Ratio Rank
TIPZ Calmar Ratio Rank: 4444
Calmar Ratio Rank
TIPZ Martin Ratio Rank: 4242
Martin Ratio Rank

EMNT
EMNT Risk / Return Rank: 9999
Overall Rank
EMNT Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
EMNT Sortino Ratio Rank: 9999
Sortino Ratio Rank
EMNT Omega Ratio Rank: 9999
Omega Ratio Rank
EMNT Calmar Ratio Rank: 9999
Calmar Ratio Rank
EMNT Martin Ratio Rank: 9999
Martin Ratio Rank
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.

TIPZ vs. EMNT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Broad US TIPS Index ETF (TIPZ) and PIMCO Enhanced Short Maturity Active ESG ETF (EMNT). 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.


TIPZEMNTDifference

Sharpe ratio

Return per unit of total volatility

1.33

10.65

-9.32

Sortino ratio

Return per unit of downside risk

1.96

21.23

-19.26

Omega ratio

Gain probability vs. loss probability

1.25

5.66

-4.42

Calmar ratio

Return relative to maximum drawdown

2.21

33.62

-31.41

Martin ratio

Return relative to average drawdown

6.91

237.85

-230.93

TIPZ vs. EMNT - Sharpe Ratio Comparison

The current TIPZ Sharpe Ratio is 1.33, which is lower than the EMNT Sharpe Ratio of 10.65. The chart below compares the historical Sharpe Ratios of TIPZ and EMNT, 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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Sharpe Ratios by Period


TIPZEMNTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.33

10.65

-9.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

4.18

-4.04

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

3.51

-2.99

Drawdowns

TIPZ vs. EMNT - Drawdown Comparison

The maximum TIPZ drawdown since its inception was -15.77%, which is greater than EMNT's maximum drawdown of -2.28%. Use the drawdown chart below to compare losses from any high point for TIPZ and EMNT.


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Drawdown Indicators


TIPZEMNTDifference

Max Drawdown

Largest peak-to-trough decline

-15.77%

-2.28%

-13.49%

Max Drawdown (1Y)

Largest decline over 1 year

-2.18%

-0.13%

-2.05%

Max Drawdown (3Y)

Largest decline over 3 years

-4.74%

-0.73%

-4.01%

Max Drawdown (5Y)

Largest decline over 5 years

-15.77%

-1.70%

-14.07%

Max Drawdown (10Y)

Largest decline over 10 years

-15.77%

Current Drawdown

Current decline from peak

-1.24%

0.00%

-1.24%

Average Drawdown

Average peak-to-trough decline

-4.33%

-0.23%

-4.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

0.02%

+0.68%

Volatility

TIPZ vs. EMNT - Volatility Comparison

PIMCO Broad US TIPS Index ETF (TIPZ) has a higher volatility of 0.97% compared to PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) at 0.16%. This indicates that TIPZ's price experiences larger fluctuations and is considered to be riskier than EMNT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIPZEMNTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.97%

0.16%

+0.81%

Volatility (6M)

Calculated over the trailing 6-month period

2.90%

0.34%

+2.56%

Volatility (1Y)

Calculated over the trailing 1-year period

3.93%

0.41%

+3.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.37%

0.83%

+5.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.84%

0.86%

+4.98%

TIPZ vs. EMNT - Expense Ratio Comparison

TIPZ has a 0.20% expense ratio, which is lower than EMNT's 0.24% 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%.


Dividends

TIPZ vs. EMNT - Dividend Comparison

TIPZ's dividend yield for the trailing twelve months is around 5.10%, more than EMNT's 4.00% yield.


PositionTTM20252024202320222021202020192018201720162015
EMNT
PIMCO Enhanced Short Maturity Active ESG ETF
4.00%4.46%5.14%4.62%2.79%0.66%1.44%0.00%0.00%0.00%0.00%0.00%
TIPZ
PIMCO Broad US TIPS Index ETF
5.10%4.74%4.44%4.69%7.14%4.41%1.47%1.65%2.23%1.70%1.06%0.56%

Frequently Asked Questions


TIPZ and EMNT have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TIPZ has higher volatility (0.97%) compared to EMNT (0.16%). In terms of maximum drawdown, TIPZ dropped -15.77% vs EMNT's -2.28%.

On 5-year performance, EMNT leads with 3.43% vs 0.92% for TIPZ. On fees, TIPZ is cheaper at 0.20% per year. On volatility, EMNT has been the lower-risk option at 0.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, EMNT has performed better with a 3.43% return vs 0.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TIPZ is cheaper with a 0.20% expense ratio, compared with 0.24% for EMNT.

TIPZ has the higher dividend yield at 5.10%, compared with 4.00% for EMNT.

TIPZ is categorized as Inflation-Protected Bonds, while EMNT is Ultrashort Bond. Their fees differ too: 0.20% for TIPZ and 0.24% for EMNT.

EMNT currently has the higher Sharpe Ratio (10.65 vs 1.33), 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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