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LTPZ vs RSPH

Comparison between PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF) and INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF (RSPH, ETF).

5-Year PerformanceRSPH has outperformed LTPZ, delivering a return of +3.1% compared to -5.3%

LTPZ vs RSPH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
LTPZ
$685M
RSPH
$685M
Expense Ratio
Winner
LTPZ
0.20%
RSPH
0.40%
Max Drawdown
LTPZ
46.72%
Winner
RSPH
41.08%
Sharpe Ratio
LTPZ
-0.04
Winner
RSPH
0.55
5Y Beta
Winner
LTPZ
0.15
RSPH
0.58
P/E Ratio
LTPZ
N/A
RSPH
34.52
Forward P/E
LTPZ
N/A
RSPH
15.33
5Y Dividends CAGR
LTPZ
9.92%
Winner
RSPH
11.17%
5Y EPS CAGR
LTPZ
N/A
RSPH
8.47%
Debt to Equity
LTPZ
N/A
RSPH
-34.98%
P/S Ratio
LTPZ
N/A
RSPH
0.94
P/B Ratio
LTPZ
N/A
RSPH
2.93

LTPZ vs RSPH - Historical Returns

Returns include dividend reinvestment.

1M
LTPZ
+0.03%
Winner
RSPH
+4.40%
3M
LTPZ
-1.82%
Winner
RSPH
-0.60%
6M
LTPZ
-0.80%
Winner
RSPH
+0.19%
1Y
LTPZ
+3.07%
Winner
RSPH
+11.77%
5Y(CAGR)
LTPZ
-5.34%
Winner
RSPH
+3.09%
10Y(CAGR)
LTPZ
+0.73%
Winner
RSPH
+8.18%
Max(CAGR)
LTPZ
+2.97%
Winner
RSPH
+10.52%

LTPZ vs RSPH - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearLTPZRSPH
2026+0.08%-0.60%
2025+4.01%+9.74%
2024-4.68%-2.26%
2023-0.38%+4.02%
2022-30.10%-8.63%
2021+6.50%+23.77%
2020+22.87%+18.65%
2019+16.97%+26.88%
2018-6.49%-1.95%
2017+8.23%+21.73%
2016+8.48%-2.60%
2015-10.16%+7.92%
2014+18.77%+30.55%
2013-18.74%+38.38%
2012+11.89%+17.97%
2011+25.70%+5.17%
2010+8.56%+9.39%
2009+3.24%+35.00%
2008N/A-25.51%
2007N/A+10.37%
2006N/A+1.31%

LTPZ vs RSPH 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 RSPH was -40.49%, occurring on Mar 9, 2009. Recovery took 648 trading sessions.

The current LTPZ drawdown is -33.07%. The current RSPH drawdown is -4.33%.

RankLTPZRSPH
#1-40.96%
Nov 9, 2021 - Oct 19, 2023
-40.49%
Jun 4, 2007 - Dec 28, 2009
#2-22.67%
Dec 10, 2012 - Jul 5, 2016
-30.43%
Feb 19, 2020 - Jun 8, 2020
#3-22.60%
Mar 6, 2020 - Apr 15, 2020
-21.95%
Dec 30, 2021 - Mar 27, 2024
#4-13.15%
Sep 7, 2016 - May 29, 2019
-19.59%
Jul 7, 2011 - Mar 26, 2012
#5-12.85%
Nov 2, 2010 - Jul 11, 2011
-19.33%
Sep 28, 2018 - Jul 3, 2019
#6-11.65%
Jan 4, 2021 - Jul 15, 2021
-19.08%
Jul 22, 2015 - Apr 28, 2017
#7-7.24%
Aug 29, 2019 - Jan 27, 2020
-17.13%
Sep 19, 2024 - Nov 25, 2025
#8-7.05%
Apr 28, 2020 - Jul 20, 2020
-14.60%
Mar 23, 2010 - Dec 10, 2010
#9-5.98%
Aug 10, 2011 - Nov 1, 2011
-12.21%
Jan 26, 2018 - Aug 27, 2018
#10-5.85%
Nov 30, 2009 - May 4, 2010
-10.87%
Jan 21, 2026 - Mar 27, 2026
#11-5.67%
Jul 24, 2012 - Oct 4, 2012
-9.04%
Sep 3, 2021 - Dec 29, 2021
#12-4.63%
Aug 4, 2020 - Dec 31, 2020
-8.14%
Apr 2, 2012 - Sep 4, 2012
#13-4.50%
Jan 31, 2012 - Apr 26, 2012
-8.00%
Jun 8, 2020 - Jul 15, 2020
#14-4.23%
Oct 27, 2021 - Nov 8, 2021
-7.83%
Mar 28, 2024 - Aug 23, 2024
#15-3.71%
Sep 14, 2021 - Oct 26, 2021
-7.76%
Sep 2, 2020 - Oct 12, 2020

Correlation

Correlation between LTPZ and RSPH is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.70
-101

Dividend Comparison (2006 - 2026)

LTPZ vs RSPH dividend yield comparison.

YearLTPZRSPH
20262.48%0.18%
20254.64%0.70%
20243.71%0.71%
20233.71%0.66%
20228.38%0.64%
20213.56%0.50%
20201.42%0.51%
20191.74%0.54%
20183.05%0.53%
20172.25%0.47%
20162.32%0.48%
20150.71%0.49%
20141.77%0.43%
20131.28%0.42%
20121.58%1.60%
20113.62%0.68%
20102.51%0.33%
20090.80%0.37%
20080.00%1.00%
20070.00%0.19%
20060.00%0.06%

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