LTPZ vs ROBT

Comparison between PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF) and FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE AND ROBOTICS ETF (ROBT, ETF).

5-Year PerformanceROBT has outperformed LTPZ, delivering a return of +1.6% compared to -7.0%

LTPZ vs ROBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LTPZ(ETF)	ROBT(ETF)
Net Assets	$725M	$725M
Expense Ratio	0.20%	0.65%
Max Drawdown	49.62%	44.61%
Sharpe Ratio	-0.38	0.66
5Y Beta	0.16	1.36
P/E Ratio	N/A	199.84
Forward P/E	N/A	23.58
5Y Dividends CAGR	4.04%	-37.78%
P/S Ratio	N/A	2.20
P/B Ratio	N/A	4.53

Net Assets

Winner

LTPZ

$725M

ROBT

$725M

Expense Ratio

Winner

LTPZ

0.20%

ROBT

0.65%

Max Drawdown

LTPZ

49.62%

Winner

ROBT

44.61%

Sharpe Ratio

LTPZ

-0.38

Winner

ROBT

0.66

5Y Beta

Winner

LTPZ

0.16

ROBT

1.36

P/E Ratio

LTPZ

N/A

ROBT

199.84

Forward P/E

LTPZ

N/A

ROBT

23.58

5Y Dividends CAGR

Winner

LTPZ

4.04%

ROBT

-37.78%

P/S Ratio

LTPZ

N/A

ROBT

2.20

P/B Ratio

LTPZ

N/A

ROBT

4.53

LTPZ vs ROBT - Historical Returns

Returns include dividend reinvestment.

Period	LTPZ	ROBT
1 month	+0.55%	+10.77%
3 months	-1.84%	+4.87%
6 months	-5.31%	+15.27%
1 year	-1.08%	+16.76%
5 years(CAGR)	-6.99%	+1.60%
10 years(CAGR)	-0.24%	+8.49%
Max(CAGR)	+2.78%	+8.49%

LTPZ

+0.55%

Winner

ROBT

+10.77%

LTPZ

-1.84%

Winner

ROBT

+4.87%

LTPZ

-5.31%

Winner

ROBT

+15.27%

LTPZ

-1.08%

Winner

ROBT

+16.76%

5Y(CAGR)

LTPZ

-6.99%

Winner

ROBT

+1.60%

10Y(CAGR)

LTPZ

-0.24%

Winner

ROBT

+8.49%

Max(CAGR)

LTPZ

+2.78%

Winner

ROBT

+8.49%

LTPZ vs ROBT - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	LTPZ	ROBT
2026	-2.44%	+11.68%
2025	+4.01%	+15.34%
2024	-4.68%	+2.49%
2023	-0.38%	+26.95%
2022	-30.10%	-35.40%
2021	+6.50%	+10.39%
2020	+22.87%	+44.44%
2019	+16.97%	+33.76%
2018	-6.49%	-13.97%
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 ROBT 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 ROBT was -44.47%, occurring on Oct 14, 2022. Recovery took 1329 trading sessions.

The current LTPZ drawdown is -34.76%. The current ROBT drawdown is -3.61%.

Rank	LTPZ	ROBT
#1	-40.96% Nov 9, 2021 - Oct 19, 2023	-44.47% Feb 12, 2021 - Jun 1, 2026
#2	-22.67% Dec 10, 2012 - Jul 5, 2016	-37.13% Feb 12, 2020 - Jul 6, 2020
#3	-22.60% Mar 6, 2020 - Apr 15, 2020	-25.09% Sep 14, 2018 - Apr 10, 2019
#4	-13.15% Sep 7, 2016 - May 29, 2019	-12.37% Jun 2, 2026 - Aug 13, 2026
#5	-12.85% Nov 2, 2010 - Jul 11, 2011	-9.38% Jul 24, 2019 - Dec 13, 2019
#6	-11.65% Jan 4, 2021 - Jul 15, 2021	-9.34% May 3, 2019 - Jul 24, 2019
#7	-7.24% Aug 29, 2019 - Jan 27, 2020	-8.89% Sep 2, 2020 - Oct 9, 2020
#8	-7.05% Apr 28, 2020 - Jul 20, 2020	-8.66% Mar 12, 2018 - Aug 9, 2018
#9	-5.98% Aug 10, 2011 - Nov 1, 2011	-6.76% Oct 13, 2020 - Nov 5, 2020
#10	-5.85% Nov 30, 2009 - May 4, 2010	-5.19% Jan 27, 2021 - Feb 5, 2021
#11	-5.67% Jul 24, 2012 - Oct 4, 2012	-4.19% Jan 23, 2020 - Feb 6, 2020
#12	-4.63% Aug 4, 2020 - Dec 31, 2020	-3.61% Aug 13, 2026 - Aug 24, 2026
#13	-4.50% Jan 31, 2012 - Apr 26, 2012	-3.24% Feb 26, 2018 - Mar 6, 2018
#14	-4.23% Oct 27, 2021 - Nov 8, 2021	-2.26% Jul 20, 2020 - Jul 29, 2020
#15	-3.71% Sep 14, 2021 - Oct 26, 2021	-2.24% Aug 29, 2018 - Sep 14, 2018

Correlation

Correlation between LTPZ and ROBT is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (2009 - 2026)

LTPZ vs ROBT dividend yield comparison.

Year	LTPZ	ROBT
2026	4.87%	0.02%
2025	4.64%	0.00%
2024	3.71%	0.68%
2023	3.71%	0.23%
2022	8.38%	0.35%
2021	3.56%	0.06%
2020	1.42%	0.17%
2019	1.74%	0.42%
2018	3.05%	0.44%
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%