LTPZ vs DFSB

Comparison between PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF) and DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF (DFSB, ETF).

LTPZ vs DFSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LTPZ(ETF)	DFSB(ETF)
Net Assets	$705M	$702M
Expense Ratio	0.20%	0.24%
Max Drawdown	46.72%	7.77%
Sharpe Ratio	0.10	0.22
5Y Beta	0.15	0.06
5Y Dividends CAGR	9.92%	N/A

Net Assets

Winner

LTPZ

$705M

DFSB

$702M

Expense Ratio

Winner

LTPZ

0.20%

DFSB

0.24%

Max Drawdown

LTPZ

46.72%

Winner

DFSB

7.77%

Sharpe Ratio

LTPZ

0.10

Winner

DFSB

0.22

5Y Beta

LTPZ

0.15

Winner

DFSB

0.06

5Y Dividends CAGR

LTPZ

9.92%

DFSB

N/A

LTPZ vs DFSB - Historical Returns

Returns include dividend reinvestment.

Period	LTPZ	DFSB
1 month	+3.32%	+1.71%
3 months	+0.77%	+1.58%
6 months	+0.54%	+1.40%
1 year	+4.22%	+4.42%
5 years(CAGR)	-5.54%	N/A
10 years(CAGR)	+0.84%	N/A
Max(CAGR)	+3.05%	+4.89%

Winner

LTPZ

+3.32%

DFSB

+1.71%

LTPZ

+0.77%

Winner

DFSB

+1.58%

LTPZ

+0.54%

Winner

DFSB

+1.40%

LTPZ

+4.22%

Winner

DFSB

+4.42%

5Y(CAGR)

LTPZ

-5.54%

DFSB

N/A

10Y(CAGR)

LTPZ

+0.84%

DFSB

N/A

Max(CAGR)

LTPZ

+3.05%

Winner

DFSB

+4.89%

LTPZ vs DFSB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	LTPZ	DFSB
2026	+1.45%	+1.60%
2025	+4.01%	+5.19%
2024	-4.68%	+2.90%
2023	-0.38%	+8.70%
2022	-30.10%	-0.77%
2021	+6.50%	N/A
2020	+22.87%	N/A
2019	+16.97%	N/A
2018	-6.49%	N/A
2017	+8.23%	N/A
2016	+8.48%	N/A
2015	-10.16%	N/A
2014	+18.77%	N/A
2013	-18.74%	N/A
2012	+11.89%	N/A
2011	+25.70%	N/A
2010	+8.56%	N/A
2009	+3.24%	N/A

LTPZ vs DFSB Drawdown Comparison

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

The maximum drawdown for DFSB was -5.15%, occurring on Oct 19, 2023. Recovery took 207 trading sessions.

The current LTPZ drawdown is -32.16%. The current DFSB drawdown is -0.51%.

Rank	LTPZ	DFSB
#1	-40.96% Nov 9, 2021 - Oct 19, 2023	-5.15% Feb 2, 2023 - Nov 29, 2023
#2	-22.67% Dec 10, 2012 - Jul 5, 2016	-3.65% Sep 16, 2024 - Jun 12, 2025
#3	-22.60% Mar 6, 2020 - Apr 15, 2020	-3.29% Dec 7, 2022 - Jan 12, 2023
#4	-13.15% Sep 7, 2016 - May 29, 2019	-3.04% Feb 27, 2026 - Mar 27, 2026
#5	-12.85% Nov 2, 2010 - Jul 11, 2011	-2.94% Dec 27, 2023 - Jun 14, 2024
#6	-11.65% Jan 4, 2021 - Jul 15, 2021	-1.67% Jun 18, 2024 - Jul 16, 2024
#7	-7.24% Aug 29, 2019 - Jan 27, 2020	-1.22% Jul 1, 2025 - Aug 1, 2025
#8	-7.05% Apr 28, 2020 - Jul 20, 2020	-1.15% Oct 27, 2025 - Feb 10, 2026
#9	-5.98% Aug 10, 2011 - Nov 1, 2011	-1.14% Jan 18, 2023 - Feb 2, 2023
#10	-5.85% Nov 30, 2009 - May 4, 2010	-0.99% Aug 2, 2024 - Aug 14, 2024
#11	-5.67% Jul 24, 2012 - Oct 4, 2012	-0.80% Jul 17, 2024 - Jul 30, 2024
#12	-4.63% Aug 4, 2020 - Dec 31, 2020	-0.61% Dec 2, 2022 - Dec 7, 2022
#13	-4.50% Jan 31, 2012 - Apr 26, 2012	-0.60% Aug 13, 2025 - Sep 4, 2025
#14	-4.23% Oct 27, 2021 - Nov 8, 2021	-0.55% Aug 23, 2024 - Sep 4, 2024
#15	-3.71% Sep 14, 2021 - Oct 26, 2021	-0.54% Sep 11, 2025 - Oct 13, 2025

Correlation

Correlation between LTPZ and DFSB is 0.10 which considered as a very weak or no correlation - the stocks move independently of each other.

0.10

-101

Dividend Comparison (2009 - 2026)

LTPZ vs DFSB dividend yield comparison.

Year	LTPZ	DFSB
2026	2.44%	0.33%
2025	4.64%	3.46%
2024	3.71%	4.35%
2023	3.71%	5.27%
2022	8.38%	0.41%
2021	3.56%	0.00%
2020	1.42%	0.00%
2019	1.74%	0.00%
2018	3.05%	0.00%
2017	2.25%	0.00%
2016	2.32%	0.00%
2015	0.71%	0.00%
2014	1.77%	0.00%
2013	1.28%	0.00%
2012	1.58%	0.00%
2011	3.62%	0.00%
2010	2.51%	0.00%
2009	0.80%	0.00%