TIPZ vs. STIP
Compare and contrast key facts about PIMCO Broad US TIPS Index ETF (TIPZ) and iShares 0-5 Year TIPS Bond ETF (STIP).
TIPZ and STIP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TIPZ is a passively managed fund by PIMCO that tracks the performance of the ICE BofA US Inflation-Linked Treasury. It was launched on Sep 3, 2009. STIP is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Dec 1, 2010. Both TIPZ and STIP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TIPZ or STIP.
Correlation
The correlation between TIPZ and STIP is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
TIPZ vs. STIP - Performance Comparison
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Key characteristics
TIPZ:
4.09%
STIP:
1.99%
TIPZ:
-0.35%
STIP:
-0.14%
TIPZ:
-0.28%
STIP:
-0.05%
Returns By Period
TIPZ
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STIP
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TIPZ vs. STIP - Expense Ratio Comparison
TIPZ has a 0.20% expense ratio, which is higher than STIP's 0.06% 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
TIPZ vs. STIP — Risk-Adjusted Performance Rank
TIPZ
STIP
TIPZ vs. STIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Broad US TIPS Index ETF (TIPZ) and iShares 0-5 Year TIPS Bond ETF (STIP). 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.
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Dividends
TIPZ vs. STIP - Dividend Comparison
TIPZ's dividend yield for the trailing twelve months is around 4.59%, more than STIP's 3.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TIPZ PIMCO Broad US TIPS Index ETF | 4.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
STIP iShares 0-5 Year TIPS Bond ETF | 3.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TIPZ vs. STIP - Drawdown Comparison
The maximum TIPZ drawdown since its inception was -0.35%, which is greater than STIP's maximum drawdown of -0.14%. Use the drawdown chart below to compare losses from any high point for TIPZ and STIP. For additional features, visit the drawdowns tool.
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Volatility
TIPZ vs. STIP - Volatility Comparison
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