EUSB vs LTPZ

Comparison between ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF (EUSB, ETF) and PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF).

5-Year PerformanceEUSB has outperformed LTPZ, delivering a return of +0.3% compared to -5.5%

EUSB vs LTPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUSB(ETF)	LTPZ(ETF)
Net Assets	$704M	$705M
Expense Ratio	0.12%	0.20%
Max Drawdown	21.72%	46.72%
Sharpe Ratio	0.32	0.10
5Y Beta	0.04	0.15
5Y Dividends CAGR	29.73%	9.92%

Net Assets

EUSB

$704M

Winner

LTPZ

$705M

Expense Ratio

Winner

EUSB

0.12%

LTPZ

0.20%

Max Drawdown

Winner

EUSB

21.72%

LTPZ

46.72%

Sharpe Ratio

Winner

EUSB

0.32

LTPZ

0.10

5Y Beta

Winner

EUSB

0.04

LTPZ

0.15

5Y Dividends CAGR

Winner

EUSB

29.73%

LTPZ

9.92%

EUSB vs LTPZ - Historical Returns

Returns include dividend reinvestment.

Period	EUSB	LTPZ
1 month	+1.17%	+3.32%
3 months	+0.51%	+0.77%
6 months	+0.52%	+0.54%
1 year	+4.77%	+4.22%
5 years(CAGR)	+0.34%	-5.54%
10 years(CAGR)	N/A	+0.84%
Max(CAGR)	+0.29%	+3.05%

EUSB

+1.17%

Winner

LTPZ

+3.32%

EUSB

+0.51%

Winner

LTPZ

+0.77%

EUSB

+0.52%

Winner

LTPZ

+0.54%

Winner

EUSB

+4.77%

LTPZ

+4.22%

5Y(CAGR)

Winner

EUSB

+0.34%

LTPZ

-5.54%

10Y(CAGR)

EUSB

N/A

LTPZ

+0.84%

Max(CAGR)

EUSB

+0.29%

Winner

LTPZ

+3.05%

EUSB vs LTPZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	EUSB	LTPZ
2026	+0.60%	+1.45%
2025	+7.35%	+4.01%
2024	+2.26%	-4.68%
2023	+5.24%	-0.38%
2022	-12.12%	-30.10%
2021	-1.19%	+6.50%
2020	+1.68%	+22.87%
2019	N/A	+16.97%
2018	N/A	-6.49%
2017	N/A	+8.23%
2016	N/A	+8.48%
2015	N/A	-10.16%
2014	N/A	+18.77%
2013	N/A	-18.74%
2012	N/A	+11.89%
2011	N/A	+25.70%
2010	N/A	+8.56%
2009	N/A	+3.24%

EUSB vs LTPZ Drawdown Comparison

The maximum drawdown for EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.

The maximum drawdown for LTPZ was -40.96%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current EUSB drawdown is -1.03%. The current LTPZ drawdown is -32.16%.

Rank	EUSB	LTPZ
#1	-17.87% Aug 4, 2020 - Feb 12, 2026	-40.96% Nov 9, 2021 - Oct 19, 2023
#2	-2.48% Feb 27, 2026 - May 19, 2026	-22.67% Dec 10, 2012 - Jul 5, 2016
#3	-0.24% Jul 23, 2020 - Jul 30, 2020	-22.60% Mar 6, 2020 - Apr 15, 2020
#4	-0.16% Jul 9, 2020 - Jul 16, 2020	-13.15% Sep 7, 2016 - May 29, 2019
#5	-0.11% Feb 13, 2026 - Feb 23, 2026	-12.85% Nov 2, 2010 - Jul 11, 2011
#6	-0.07% Jun 26, 2020 - Jul 2, 2020	-11.65% Jan 4, 2021 - Jul 15, 2021
#7	-0.05% Jul 7, 2020 - Jul 9, 2020	-7.24% Aug 29, 2019 - Jan 27, 2020
#8	-0.04% Jul 2, 2020 - Jul 7, 2020	-7.05% Apr 28, 2020 - Jul 20, 2020
#9	-0.03% Feb 23, 2026 - Feb 26, 2026	-5.98% Aug 10, 2011 - Nov 1, 2011
#10	-0.01% Jul 30, 2020 - Aug 3, 2020	-5.85% Nov 30, 2009 - May 4, 2010
#11	N/A	-5.67% Jul 24, 2012 - Oct 4, 2012
#12	N/A	-4.63% Aug 4, 2020 - Dec 31, 2020
#13	N/A	-4.50% Jan 31, 2012 - Apr 26, 2012
#14	N/A	-4.23% Oct 27, 2021 - Nov 8, 2021
#15	N/A	-3.71% Sep 14, 2021 - Oct 26, 2021

Correlation

Correlation between EUSB and LTPZ is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.52

-101

Dividend Comparison (2009 - 2026)

EUSB vs LTPZ dividend yield comparison.

Year	EUSB	LTPZ
2026	1.64%	2.44%
2025	3.84%	4.64%
2024	3.67%	3.71%
2023	3.08%	3.71%
2022	2.21%	8.38%
2021	1.10%	3.56%
2020	0.57%	1.42%
2019	0.00%	1.74%
2018	0.00%	3.05%
2017	0.00%	2.25%
2016	0.00%	2.32%
2015	0.00%	0.71%
2014	0.00%	1.77%
2013	0.00%	1.28%
2012	0.00%	1.58%
2011	0.00%	3.62%
2010	0.00%	2.51%
2009	0.00%	0.80%