IGE vs LTPZ

Comparison between ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF) and PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF).

5-Year PerformanceIGE has outperformed LTPZ, delivering a return of +19.0% compared to -6.6%

IGE vs LTPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGE(ETF)	LTPZ(ETF)
Net Assets	$708M	$708M
Expense Ratio	0.39%	0.20%
Max Drawdown	73.46%	47.96%
Sharpe Ratio	1.70	-0.27
5Y Beta	0.66	0.14
P/E Ratio	23.01	N/A
Forward P/E	13.22	N/A
5Y Dividends CAGR	7.99%	7.73%
5Y EPS CAGR	27.04%	N/A
Debt to Equity	49.27%	N/A
P/S Ratio	1.80	N/A
P/B Ratio	2.49	N/A

Net Assets

IGE

$708M

LTPZ

$708M

Expense Ratio

IGE

0.39%

Winner

LTPZ

0.20%

Max Drawdown

IGE

73.46%

Winner

LTPZ

47.96%

Sharpe Ratio

Winner

IGE

1.70

LTPZ

-0.27

5Y Beta

IGE

0.66

Winner

LTPZ

0.14

P/E Ratio

IGE

23.01

LTPZ

N/A

Forward P/E

IGE

13.22

LTPZ

N/A

5Y Dividends CAGR

Winner

IGE

7.99%

LTPZ

7.73%

5Y EPS CAGR

IGE

27.04%

LTPZ

N/A

Debt to Equity

IGE

49.27%

LTPZ

N/A

P/S Ratio

IGE

1.80

LTPZ

N/A

P/B Ratio

IGE

2.49

LTPZ

N/A

IGE vs LTPZ - Historical Returns

Returns include dividend reinvestment.

Period	IGE	LTPZ
1 month	+2.54%	-2.46%
3 months	-0.94%	-2.18%
6 months	+7.97%	-2.84%
1 year	+36.35%	-0.07%
5 years(CAGR)	+19.00%	-6.61%
10 years(CAGR)	+9.15%	+0.04%
Max(CAGR)	+7.91%	+2.82%

Winner

IGE

+2.54%

LTPZ

-2.46%

Winner

IGE

-0.94%

LTPZ

-2.18%

Winner

IGE

+7.97%

LTPZ

-2.84%

Winner

IGE

+36.35%

LTPZ

-0.07%

5Y(CAGR)

Winner

IGE

+19.00%

LTPZ

-6.61%

10Y(CAGR)

Winner

IGE

+9.15%

LTPZ

+0.04%

Max(CAGR)

Winner

IGE

+7.91%

LTPZ

+2.82%

IGE vs LTPZ - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IGE	LTPZ
2026	+17.11%	-2.11%
2025	+18.87%	+4.01%
2024	+7.10%	-4.68%
2023	+6.22%	-0.38%
2022	+31.15%	-30.10%
2021	+38.01%	+6.50%
2020	-19.74%	+22.87%
2019	+15.24%	+16.97%
2018	-23.01%	-6.49%
2017	-0.50%	+8.23%
2016	+30.28%	+8.48%
2015	-24.89%	-10.16%
2014	-9.16%	+18.77%
2013	+13.43%	-18.74%
2012	-1.17%	+11.89%
2011	-8.30%	+25.70%
2010	+19.38%	+8.56%
2009	+30.69%	+3.24%
2008	-43.73%	N/A
2007	+38.51%	N/A
2006	+11.89%	N/A
2005	+40.03%	N/A
2004	+24.17%	N/A
2003	+30.72%	N/A
2002	-13.54%	N/A
2001	+5.48%	N/A

IGE vs LTPZ Drawdown Comparison

The maximum drawdown for IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.

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

The current IGE drawdown is -5.79%. The current LTPZ drawdown is -34.54%.

Rank	IGE	LTPZ
#1	-67.55% Jul 3, 2014 - Mar 10, 2022	-40.96% Nov 9, 2021 - Oct 19, 2023
#2	-61.55% May 20, 2008 - Jun 12, 2014	-22.67% Dec 10, 2012 - Jul 5, 2016
#3	-31.20% Apr 2, 2002 - Dec 17, 2003	-22.60% Mar 6, 2020 - Apr 15, 2020
#4	-25.68% Jun 7, 2022 - Mar 13, 2024	-13.15% Sep 7, 2016 - May 29, 2019
#5	-19.49% Nov 22, 2024 - Aug 27, 2025	-12.85% Nov 2, 2010 - Jul 11, 2011
#6	-18.06% May 10, 2006 - Mar 29, 2007	-11.65% Jan 4, 2021 - Jul 15, 2021
#7	-16.15% Jan 3, 2008 - Apr 16, 2008	-7.24% Aug 29, 2019 - Jan 27, 2020
#8	-14.70% Sep 29, 2005 - Jan 4, 2006	-7.05% Apr 28, 2020 - Jul 20, 2020
#9	-14.26% Mar 4, 2005 - Jun 17, 2005	-5.98% Aug 10, 2011 - Nov 1, 2011
#10	-13.77% Jul 19, 2007 - Sep 20, 2007	-5.85% Nov 30, 2009 - May 4, 2010
#11	-11.54% Mar 2, 2026 - Jul 1, 2026	-5.67% Jul 24, 2012 - Oct 4, 2012
#12	-11.17% Jan 31, 2006 - Apr 17, 2006	-4.63% Aug 4, 2020 - Dec 31, 2020
#13	-9.92% Nov 6, 2007 - Dec 28, 2007	-4.50% Jan 31, 2012 - Apr 26, 2012
#14	-9.49% Apr 20, 2022 - May 26, 2022	-4.23% Oct 27, 2021 - Nov 8, 2021
#15	-8.96% Apr 5, 2024 - Oct 4, 2024	-3.71% Sep 14, 2021 - Oct 26, 2021

Correlation

Correlation between IGE and LTPZ is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2001 - 2026)

IGE vs LTPZ dividend yield comparison.

Year	IGE	LTPZ
2026	0.90%	3.86%
2025	2.32%	4.64%
2024	2.54%	3.71%
2023	2.85%	3.71%
2022	2.96%	8.38%
2021	2.92%	3.56%
2020	3.34%	1.42%
2019	5.55%	1.74%
2018	2.68%	3.05%
2017	2.11%	2.25%
2016	1.66%	2.32%
2015	3.08%	0.71%
2014	1.83%	1.77%
2013	1.50%	1.28%
2012	1.56%	1.58%
2011	1.19%	3.62%
2010	1.38%	2.51%
2009	1.05%	0.80%
2008	1.36%	0.00%
2007	0.81%	0.00%
2006	1.14%	0.00%
2005	0.97%	0.00%
2004	1.09%	0.00%
2003	1.38%	0.00%
2002	1.71%	0.00%
2001	0.39%	0.00%