PDO vs TIPX

Comparison between PIMCO Dynamic Income Opportunities Fund (PDO, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG 1-10 YEAR TIPS ETF (TIPX, ETF).

5-Year PerformancePDO has outperformed TIPX, delivering a return of +2.4% compared to +1.9%

PDO vs TIPX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PDO(ETF)	TIPX(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	N/A	0.15%
Max Drawdown	53.93%	16.71%
Sharpe Ratio	0.00	-0.48
5Y Beta	0.41	0.01
5Y Dividends CAGR	16.66%	7.47%

Net Assets

PDO

$1.90B

Winner

TIPX

$2B

Expense Ratio

PDO

N/A

TIPX

0.15%

Max Drawdown

PDO

53.93%

Winner

TIPX

16.71%

Sharpe Ratio

Winner

PDO

0.00

TIPX

-0.48

5Y Beta

PDO

0.41

Winner

TIPX

0.01

5Y Dividends CAGR

Winner

PDO

16.66%

TIPX

7.47%

PDO vs TIPX - Historical Returns

Returns include dividend reinvestment.

Period	PDO	TIPX
1 month	-2.78%	+0.15%
3 months	+1.40%	+0.15%
6 months	-5.23%	+0.59%
1 year	+3.32%	+2.58%
5 years(CAGR)	+2.36%	+1.93%
10 years(CAGR)	N/A	+2.89%
Max(CAGR)	+3.79%	+2.24%

PDO

-2.78%

Winner

TIPX

+0.15%

Winner

PDO

+1.40%

TIPX

+0.15%

PDO

-5.23%

Winner

TIPX

+0.59%

Winner

PDO

+3.32%

TIPX

+2.58%

5Y(CAGR)

Winner

PDO

+2.36%

TIPX

+1.93%

10Y(CAGR)

PDO

N/A

TIPX

+2.89%

Max(CAGR)

Winner

PDO

+3.79%

TIPX

+2.24%

PDO vs TIPX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	PDO	TIPX
2026	-1.89%	+1.43%
2025	+13.55%	+7.03%
2024	+22.94%	+3.25%
2023	+5.53%	+4.32%
2022	-24.14%	-7.43%
2021	+5.97%	+5.29%
2020	N/A	+8.13%
2019	N/A	+6.48%
2018	N/A	-0.21%
2017	N/A	+1.64%
2016	N/A	+2.89%
2015	N/A	-0.07%
2014	N/A	+0.56%
2013	N/A	-3.58%

PDO vs TIPX Drawdown Comparison

The maximum drawdown for PDO was -36.69%, occurring on Oct 26, 2023. Recovery took 1037 trading sessions.

The maximum drawdown for TIPX was -10.04%, occurring on Sep 30, 2022. Recovery took 634 trading sessions.

The current PDO drawdown is -5.23%. The current TIPX drawdown is -0.58%.

Rank	PDO	TIPX
#1	-36.69% Jun 30, 2021 - Aug 18, 2025	-10.04% Mar 8, 2022 - Sep 16, 2024
#2	-11.18% Feb 18, 2026 - Mar 27, 2026	-7.96% Mar 5, 2020 - May 28, 2020
#3	-4.40% Feb 19, 2021 - Apr 14, 2021	-5.26% Aug 15, 2014 - Jun 10, 2016
#4	-3.77% Oct 9, 2025 - Dec 1, 2025	-4.95% Jun 5, 2013 - Jun 30, 2014
#5	-3.47% Jun 11, 2021 - Jun 30, 2021	-3.97% Jul 6, 2016 - Mar 8, 2019
#6	-3.20% May 7, 2021 - May 27, 2021	-3.49% Nov 17, 2021 - Mar 7, 2022
#7	-2.50% Apr 14, 2021 - Apr 30, 2021	-2.32% Sep 24, 2024 - Feb 24, 2025
#8	-1.23% Dec 10, 2025 - Jan 7, 2026	-2.03% Apr 3, 2025 - Jun 25, 2025
#9	-0.71% Sep 15, 2025 - Sep 26, 2025	-1.78% Feb 11, 2021 - Apr 26, 2021
#10	-0.71% Jan 21, 2026 - Feb 6, 2026	-1.41% Aug 28, 2019 - Jan 2, 2020
#11	-0.60% Jun 7, 2021 - Jun 11, 2021	-1.29% Mar 17, 2026 - Apr 14, 2026
#12	-0.59% Feb 4, 2021 - Feb 12, 2021	-1.19% May 1, 2026 - Jun 23, 2026
#13	-0.53% May 4, 2021 - May 7, 2021	-1.13% Jun 30, 2014 - Aug 14, 2014
#14	-0.50% Dec 1, 2025 - Dec 9, 2025	-1.06% Jun 10, 2021 - Jul 2, 2021
#15	-0.47% Jun 2, 2021 - Jun 7, 2021	-1.03% Aug 3, 2021 - Sep 9, 2021

Correlation

Correlation between PDO and TIPX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2013 - 2026)

PDO vs TIPX dividend yield comparison.

Year	PDO	TIPX
2026	8.10%	3.88%
2025	11.09%	3.78%
2024	11.29%	3.57%
2023	12.54%	3.56%
2022	19.09%	6.08%
2021	8.56%	4.26%
2020	0.00%	1.73%
2019	0.00%	2.53%
2018	0.00%	1.90%
2017	0.00%	2.84%
2016	0.00%	1.04%
2015	0.00%	0.06%
2014	0.00%	1.52%
2013	0.00%	0.25%