LTPZ vs EUSB

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

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

LTPZ vs EUSB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

LTPZ

$705M

EUSB

$704M

Expense Ratio

LTPZ

0.20%

Winner

EUSB

0.12%

Max Drawdown

LTPZ

46.72%

Winner

EUSB

21.72%

Sharpe Ratio

LTPZ

0.10

Winner

EUSB

0.32

5Y Beta

LTPZ

0.15

Winner

EUSB

0.04

5Y Dividends CAGR

LTPZ

9.92%

Winner

EUSB

29.73%

LTPZ vs EUSB - Historical Returns

Returns include dividend reinvestment.

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

Winner

LTPZ

+3.32%

EUSB

+1.17%

Winner

LTPZ

+0.77%

EUSB

+0.51%

Winner

LTPZ

+0.54%

EUSB

+0.52%

LTPZ

+4.22%

Winner

EUSB

+4.77%

5Y(CAGR)

LTPZ

-5.54%

Winner

EUSB

+0.34%

10Y(CAGR)

LTPZ

+0.84%

EUSB

N/A

Max(CAGR)

Winner

LTPZ

+3.05%

EUSB

+0.29%

LTPZ vs EUSB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	LTPZ	EUSB
2026	+1.45%	+0.60%
2025	+4.01%	+7.35%
2024	-4.68%	+2.26%
2023	-0.38%	+5.24%
2022	-30.10%	-12.12%
2021	+6.50%	-1.19%
2020	+22.87%	+1.68%
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 EUSB 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 EUSB was -17.87%, occurring on Oct 20, 2022. Recovery took 1388 trading sessions.

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

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

Correlation

Correlation between LTPZ and EUSB 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)

LTPZ vs EUSB dividend yield comparison.

Year	LTPZ	EUSB
2026	2.44%	1.64%
2025	4.64%	3.84%
2024	3.71%	3.67%
2023	3.71%	3.08%
2022	8.38%	2.21%
2021	3.56%	1.10%
2020	1.42%	0.57%
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%