LTPZ vs SPEU

Comparison between PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO EUROPE ETF (SPEU, ETF).

5-Year PerformanceSPEU has outperformed LTPZ, delivering a return of +9.3% compared to -7.0%

LTPZ vs SPEU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LTPZ(ETF)	SPEU(ETF)
Net Assets	$725M	$728M
Expense Ratio	0.20%	0.07%
Max Drawdown	49.62%	64.50%
Sharpe Ratio	-0.38	1.02
5Y Beta	0.16	0.67
5Y Dividends CAGR	4.04%	15.70%

Net Assets

LTPZ

$725M

Winner

SPEU

$728M

Expense Ratio

LTPZ

0.20%

Winner

SPEU

0.07%

Max Drawdown

Winner

LTPZ

49.62%

SPEU

64.50%

Sharpe Ratio

LTPZ

-0.38

Winner

SPEU

1.02

5Y Beta

Winner

LTPZ

0.16

SPEU

0.67

5Y Dividends CAGR

LTPZ

4.04%

Winner

SPEU

15.70%

LTPZ vs SPEU - Historical Returns

Returns include dividend reinvestment.

Period	LTPZ	SPEU
1 month	+0.55%	+4.56%
3 months	-1.84%	+5.78%
6 months	-5.31%	+4.65%
1 year	-1.08%	+20.33%
5 years(CAGR)	-6.99%	+9.30%
10 years(CAGR)	-0.24%	+9.89%
Max(CAGR)	+2.78%	+6.94%

LTPZ

+0.55%

Winner

SPEU

+4.56%

LTPZ

-1.84%

Winner

SPEU

+5.78%

LTPZ

-5.31%

Winner

SPEU

+4.65%

LTPZ

-1.08%

Winner

SPEU

+20.33%

5Y(CAGR)

LTPZ

-6.99%

Winner

SPEU

+9.30%

10Y(CAGR)

LTPZ

-0.24%

Winner

SPEU

+9.89%

Max(CAGR)

LTPZ

+2.78%

Winner

SPEU

+6.94%

LTPZ vs SPEU - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	LTPZ	SPEU
2026	-2.44%	+11.13%
2025	+4.01%	+36.36%
2024	-4.68%	+3.25%
2023	-0.38%	+18.55%
2022	-30.10%	-16.89%
2021	+6.50%	+15.15%
2020	+22.87%	+5.51%
2019	+16.97%	+26.65%
2018	-6.49%	-14.22%
2017	+8.23%	+23.32%
2016	+8.48%	-0.88%
2015	-10.16%	-3.55%
2014	+18.77%	-6.06%
2013	-18.74%	+19.74%
2012	+11.89%	+13.57%
2011	+25.70%	-8.86%
2010	+8.56%	-5.47%
2009	+3.24%	+27.35%
2008	N/A	-41.67%
2007	N/A	+12.63%
2006	N/A	+22.33%
2005	N/A	+8.00%
2004	N/A	+14.20%
2003	N/A	+34.05%
2002	N/A	-4.69%

LTPZ vs SPEU 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 SPEU was -62.46%, occurring on Mar 9, 2009. Recovery took 2572 trading sessions.

The current LTPZ drawdown is -34.76%. The current SPEU drawdown is -0.06%.

Rank	LTPZ	SPEU
#1	-40.96% Nov 9, 2021 - Oct 19, 2023	-62.46% Oct 31, 2007 - Jan 19, 2018
#2	-22.67% Dec 10, 2012 - Jul 5, 2016	-36.83% Jan 17, 2020 - Nov 24, 2020
#3	-22.60% Mar 6, 2020 - Apr 15, 2020	-32.71% Nov 3, 2021 - Feb 22, 2024
#4	-13.15% Sep 7, 2016 - May 29, 2019	-21.87% Jan 26, 2018 - Dec 16, 2019
#5	-12.85% Nov 2, 2010 - Jul 11, 2011	-20.15% Nov 21, 2002 - May 7, 2003
#6	-11.65% Jan 4, 2021 - Jul 15, 2021	-14.17% Mar 18, 2025 - May 2, 2025
#7	-7.24% Aug 29, 2019 - Jan 27, 2020	-12.63% May 9, 2006 - Sep 1, 2006
#8	-7.05% Apr 28, 2020 - Jul 20, 2020	-12.57% Jul 12, 2007 - Oct 1, 2007
#9	-5.98% Aug 10, 2011 - Nov 1, 2011	-12.09% Feb 25, 2026 - Jul 2, 2026
#10	-5.85% Nov 30, 2009 - May 4, 2010	-11.41% Sep 26, 2024 - Mar 3, 2025
#11	-5.67% Jul 24, 2012 - Oct 4, 2012	-10.14% Feb 17, 2004 - Nov 1, 2004
#12	-4.63% Aug 4, 2020 - Dec 31, 2020	-7.95% Feb 26, 2007 - Apr 4, 2007
#13	-4.50% Jan 31, 2012 - Apr 26, 2012	-7.94% Jun 18, 2003 - Oct 3, 2003
#14	-4.23% Oct 27, 2021 - Nov 8, 2021	-6.88% Mar 8, 2005 - Aug 1, 2005
#15	-3.71% Sep 14, 2021 - Oct 26, 2021	-6.73% Oct 21, 2002 - Nov 5, 2002

Correlation

Correlation between LTPZ and SPEU is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2003 - 2026)

LTPZ vs SPEU dividend yield comparison.

Year	LTPZ	SPEU
2026	4.87%	1.96%
2025	4.64%	3.46%
2024	3.71%	3.29%
2023	3.71%	2.91%
2022	8.38%	3.08%
2021	3.56%	2.67%
2020	1.42%	2.29%
2019	1.74%	3.19%
2018	3.05%	3.99%
2017	2.25%	2.82%
2016	2.32%	3.66%
2015	0.71%	3.62%
2014	1.77%	5.91%
2013	1.28%	3.06%
2012	1.58%	3.59%
2011	3.62%	4.73%
2010	2.51%	2.64%
2009	0.80%	3.62%
2008	0.00%	6.28%
2007	0.00%	3.52%
2006	0.00%	2.99%
2005	0.00%	3.04%
2004	0.00%	2.20%
2003	0.00%	2.21%