LTPZ vs IGE
Comparison between PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF) and ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE, ETF).
5-Year PerformanceIGE has outperformed LTPZ, delivering a return of +19.0% compared to -6.6%
LTPZ vs IGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LTPZ vs IGE - Historical Returns
Returns include dividend reinvestment.
LTPZ vs IGE - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | LTPZ | IGE |
|---|---|---|
| 2026 | -2.11% | +17.11% |
| 2025 | +4.01% | +18.87% |
| 2024 | -4.68% | +7.10% |
| 2023 | -0.38% | +6.22% |
| 2022 | -30.10% | +31.15% |
| 2021 | +6.50% | +38.01% |
| 2020 | +22.87% | -19.74% |
| 2019 | +16.97% | +15.24% |
| 2018 | -6.49% | -23.01% |
| 2017 | +8.23% | -0.50% |
| 2016 | +8.48% | +30.28% |
| 2015 | -10.16% | -24.89% |
| 2014 | +18.77% | -9.16% |
| 2013 | -18.74% | +13.43% |
| 2012 | +11.89% | -1.17% |
| 2011 | +25.70% | -8.30% |
| 2010 | +8.56% | +19.38% |
| 2009 | +3.24% | +30.69% |
| 2008 | N/A | -43.73% |
| 2007 | N/A | +38.51% |
| 2006 | N/A | +11.89% |
| 2005 | N/A | +40.03% |
| 2004 | N/A | +24.17% |
| 2003 | N/A | +30.72% |
| 2002 | N/A | -13.54% |
| 2001 | N/A | +5.48% |
LTPZ vs IGE 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 IGE was -67.55%, occurring on Mar 18, 2020. Recovery took 1935 trading sessions.
The current LTPZ drawdown is -34.54%. The current IGE drawdown is -5.79%.
| Rank | LTPZ | IGE |
|---|---|---|
| #1 | -40.96% Nov 9, 2021 - Oct 19, 2023 | -67.55% Jul 3, 2014 - Mar 10, 2022 |
| #2 | -22.67% Dec 10, 2012 - Jul 5, 2016 | -61.55% May 20, 2008 - Jun 12, 2014 |
| #3 | -22.60% Mar 6, 2020 - Apr 15, 2020 | -31.20% Apr 2, 2002 - Dec 17, 2003 |
| #4 | -13.15% Sep 7, 2016 - May 29, 2019 | -25.68% Jun 7, 2022 - Mar 13, 2024 |
| #5 | -12.85% Nov 2, 2010 - Jul 11, 2011 | -19.49% Nov 22, 2024 - Aug 27, 2025 |
| #6 | -11.65% Jan 4, 2021 - Jul 15, 2021 | -18.06% May 10, 2006 - Mar 29, 2007 |
| #7 | -7.24% Aug 29, 2019 - Jan 27, 2020 | -16.15% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -7.05% Apr 28, 2020 - Jul 20, 2020 | -14.70% Sep 29, 2005 - Jan 4, 2006 |
| #9 | -5.98% Aug 10, 2011 - Nov 1, 2011 | -14.26% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -5.85% Nov 30, 2009 - May 4, 2010 | -13.77% Jul 19, 2007 - Sep 20, 2007 |
| #11 | -5.67% Jul 24, 2012 - Oct 4, 2012 | -11.54% Mar 2, 2026 - Jul 1, 2026 |
| #12 | -4.63% Aug 4, 2020 - Dec 31, 2020 | -11.17% Jan 31, 2006 - Apr 17, 2006 |
| #13 | -4.50% Jan 31, 2012 - Apr 26, 2012 | -9.92% Nov 6, 2007 - Dec 28, 2007 |
| #14 | -4.23% Oct 27, 2021 - Nov 8, 2021 | -9.49% Apr 20, 2022 - May 26, 2022 |
| #15 | -3.71% Sep 14, 2021 - Oct 26, 2021 | -8.96% Apr 5, 2024 - Oct 4, 2024 |
Correlation
Correlation between LTPZ and IGE is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2001 - 2026)
LTPZ vs IGE dividend yield comparison.
| Year | LTPZ | IGE |
|---|---|---|
| 2026 | 3.86% | 0.90% |
| 2025 | 4.64% | 2.32% |
| 2024 | 3.71% | 2.54% |
| 2023 | 3.71% | 2.85% |
| 2022 | 8.38% | 2.96% |
| 2021 | 3.56% | 2.92% |
| 2020 | 1.42% | 3.34% |
| 2019 | 1.74% | 5.55% |
| 2018 | 3.05% | 2.68% |
| 2017 | 2.25% | 2.11% |
| 2016 | 2.32% | 1.66% |
| 2015 | 0.71% | 3.08% |
| 2014 | 1.77% | 1.83% |
| 2013 | 1.28% | 1.50% |
| 2012 | 1.58% | 1.56% |
| 2011 | 3.62% | 1.19% |
| 2010 | 2.51% | 1.38% |
| 2009 | 0.80% | 1.05% |
| 2008 | 0.00% | 1.36% |
| 2007 | 0.00% | 0.81% |
| 2006 | 0.00% | 1.14% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 1.09% |
| 2003 | 0.00% | 1.38% |
| 2002 | 0.00% | 1.71% |
| 2001 | 0.00% | 0.39% |
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