FIGB vs STPZ

Comparison between FIDELITY INVESTMENT GRADE BOND ETF (FIGB, ETF) and PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (STPZ, ETF).

5-Year PerformanceSTPZ has outperformed FIGB, delivering a return of +2.7% compared to -0.0%

FIGB vs STPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FIGB(ETF)	STPZ(ETF)
Net Assets	$520M	$520M
Expense Ratio	0.36%	0.20%
Max Drawdown	21.47%	11.29%
Sharpe Ratio	-0.34	-0.79
5Y Beta	0.02	-0.01
5Y Dividends CAGR	48.74%	6.84%

Net Assets

FIGB

$520M

Winner

STPZ

$520M

Expense Ratio

FIGB

0.36%

Winner

STPZ

0.20%

Max Drawdown

FIGB

21.47%

Winner

STPZ

11.29%

Sharpe Ratio

Winner

FIGB

-0.34

STPZ

-0.79

5Y Beta

FIGB

0.02

Winner

STPZ

-0.01

5Y Dividends CAGR

Winner

FIGB

48.74%

STPZ

6.84%

FIGB vs STPZ - Historical Returns

Returns include dividend reinvestment.

Period	FIGB	STPZ
1 month	+0.71%	+0.55%
3 months	+0.30%	+0.35%
6 months	-1.23%	+1.19%
1 year	+2.64%	+2.40%
5 years(CAGR)	-0.02%	+2.72%
10 years(CAGR)	N/A	+2.86%
Max(CAGR)	+0.40%	+2.43%

Winner

FIGB

+0.71%

STPZ

+0.55%

FIGB

+0.30%

Winner

STPZ

+0.35%

FIGB

-1.23%

Winner

STPZ

+1.19%

Winner

FIGB

+2.64%

STPZ

+2.40%

5Y(CAGR)

FIGB

-0.02%

Winner

STPZ

+2.72%

10Y(CAGR)

FIGB

N/A

STPZ

+2.86%

Max(CAGR)

FIGB

+0.40%

Winner

STPZ

+2.43%

FIGB vs STPZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	FIGB	STPZ
2026	+0.34%	+1.94%
2025	+7.05%	+6.31%
2024	+1.63%	+4.32%
2023	+6.17%	+4.29%
2022	-12.86%	-4.34%
2021	+1.77%	+5.44%
2020	N/A	+5.16%
2019	N/A	+4.77%
2018	N/A	+0.03%
2017	N/A	+0.53%
2016	N/A	+2.87%
2015	N/A	-0.45%
2014	N/A	-1.43%
2013	N/A	-2.04%
2012	N/A	+2.35%
2011	N/A	+4.67%
2010	N/A	+3.43%
2009	N/A	+3.53%

FIGB vs STPZ Drawdown Comparison

The maximum drawdown for FIGB was -18.08%, occurring on Oct 24, 2022. Recovery took 1108 trading sessions.

The maximum drawdown for STPZ was -6.77%, occurring on Mar 18, 2020. Recovery took 66 trading sessions.

The current FIGB drawdown is -1.56%. The current STPZ drawdown is -0.05%.

Rank	FIGB	STPZ
#1	-18.08% Sep 14, 2021 - Feb 12, 2026	-6.77% Mar 4, 2020 - Jun 8, 2020
#2	-2.93% Feb 27, 2026 - May 19, 2026	-6.69% Mar 11, 2022 - Jun 4, 2024
#3	-1.04% Aug 2, 2021 - Sep 14, 2021	-4.65% Sep 14, 2012 - Feb 19, 2019
#4	-0.98% Mar 4, 2021 - Apr 13, 2021	-2.55% Nov 17, 2021 - Mar 1, 2022
#5	-0.97% May 7, 2021 - Jun 4, 2021	-2.00% Aug 10, 2011 - Nov 7, 2011
#6	-0.52% Jul 8, 2021 - Jul 19, 2021	-1.89% Oct 14, 2010 - Jan 13, 2011
#7	-0.50% Apr 21, 2021 - May 7, 2021	-1.35% Apr 30, 2025 - Jul 11, 2025
#8	-0.48% Jun 18, 2021 - Jun 30, 2021	-1.19% May 6, 2010 - Jul 30, 2010
#9	-0.43% Jun 10, 2021 - Jun 18, 2021	-1.15% Nov 7, 2011 - Jan 26, 2012
#10	-0.42% Jul 19, 2021 - Aug 2, 2021	-1.12% Sep 24, 2024 - Jan 27, 2025
#11	-0.23% Apr 16, 2021 - Apr 20, 2021	-1.11% Apr 3, 2025 - Apr 28, 2025
#12	-0.21% Feb 17, 2026 - Feb 23, 2026	-1.11% Feb 27, 2012 - Aug 7, 2012
#13	-0.18% Jun 30, 2021 - Jul 2, 2021	-1.09% Jan 31, 2011 - Feb 22, 2011
#14	-0.05% Feb 24, 2026 - Feb 26, 2026	-1.09% Aug 2, 2011 - Aug 10, 2011
#15	-0.01% Jun 4, 2021 - Jun 8, 2021	-0.93% Mar 17, 2026 - Apr 13, 2026

Correlation

Correlation between FIGB and STPZ is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2009 - 2026)

FIGB vs STPZ dividend yield comparison.

Year	FIGB	STPZ
2026	2.32%	3.62%
2025	4.15%	3.65%
2024	4.28%	1.97%
2023	3.79%	1.63%
2022	2.44%	5.88%
2021	1.10%	3.65%
2020	0.00%	1.86%
2019	0.00%	1.76%
2018	0.00%	2.23%
2017	0.00%	1.51%
2016	0.00%	0.65%
2015	0.00%	0.49%
2014	0.00%	0.86%
2013	0.00%	0.09%
2012	0.00%	1.00%
2011	0.00%	3.09%
2010	0.00%	1.11%
2009	0.00%	0.69%