LTPZ vs SPY
Comparison between PIMCO 15+ YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (LTPZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LTPZ, delivering a return of +13.3% compared to -5.3%
LTPZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LTPZ vs SPY - Historical Returns
Returns include dividend reinvestment.
LTPZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LTPZ | SPY |
|---|---|---|
| 2026 | +0.08% | +8.26% |
| 2025 | +4.01% | +18.00% |
| 2024 | -4.68% | +25.59% |
| 2023 | -0.38% | +26.72% |
| 2022 | -30.10% | -18.64% |
| 2021 | +6.50% | +30.52% |
| 2020 | +22.87% | +17.28% |
| 2019 | +16.97% | +31.09% |
| 2018 | -6.49% | -5.24% |
| 2017 | +8.23% | +20.78% |
| 2016 | +8.48% | +13.59% |
| 2015 | -10.16% | +1.31% |
| 2014 | +18.77% | +14.56% |
| 2013 | -18.74% | +29.00% |
| 2012 | +11.89% | +14.17% |
| 2011 | +25.70% | +0.85% |
| 2010 | +8.56% | +13.14% |
| 2009 | +3.24% | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
LTPZ vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LTPZ drawdown is -33.07%. The current SPY drawdown is -2.90%.
| Rank | LTPZ | SPY |
|---|---|---|
| #1 | -40.96% Nov 9, 2021 - Oct 19, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -22.67% Dec 10, 2012 - Jul 5, 2016 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.60% Mar 6, 2020 - Apr 15, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.15% Sep 7, 2016 - May 29, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -12.85% Nov 2, 2010 - Jul 11, 2011 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -11.65% Jan 4, 2021 - Jul 15, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.24% Aug 29, 2019 - Jan 27, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.05% Apr 28, 2020 - Jul 20, 2020 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -5.98% Aug 10, 2011 - Nov 1, 2011 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.85% Nov 30, 2009 - May 4, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.67% Jul 24, 2012 - Oct 4, 2012 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.63% Aug 4, 2020 - Dec 31, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.50% Jan 31, 2012 - Apr 26, 2012 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.23% Oct 27, 2021 - Nov 8, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.71% Sep 14, 2021 - Oct 26, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LTPZ and SPY is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
LTPZ vs SPY dividend yield comparison.
| Year | LTPZ | SPY |
|---|---|---|
| 2026 | 2.48% | 0.24% |
| 2025 | 4.64% | 1.07% |
| 2024 | 3.71% | 1.21% |
| 2023 | 3.71% | 1.40% |
| 2022 | 8.38% | 1.65% |
| 2021 | 3.56% | 1.20% |
| 2020 | 1.42% | 1.52% |
| 2019 | 1.74% | 1.75% |
| 2018 | 3.05% | 2.04% |
| 2017 | 2.25% | 1.80% |
| 2016 | 2.32% | 2.03% |
| 2015 | 0.71% | 2.06% |
| 2014 | 1.77% | 1.87% |
| 2013 | 1.28% | 1.81% |
| 2012 | 1.58% | 2.18% |
| 2011 | 3.62% | 2.05% |
| 2010 | 2.51% | 1.80% |
| 2009 | 0.80% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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