PIFI vs TIPZ

Comparison between CLEARSHARES PITON INTERMEDIATE FIXED INCOME ETF (PIFI, ETF) and PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND (TIPZ, ETF).

5-Year PerformancePIFI has outperformed TIPZ, delivering a return of +1.0% compared to +0.7%

PIFI vs TIPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PIFI(ETF)	TIPZ(ETF)
Net Assets	$106M	$106M
Expense Ratio	0.45%	0.20%
Max Drawdown	11.71%	24.55%
Sharpe Ratio	-0.24	0.14
5Y Beta	0.00	0.03
5Y Dividends CAGR	190.01%	15.60%

Net Assets

PIFI

$106M

TIPZ

$106M

Expense Ratio

PIFI

0.45%

Winner

TIPZ

0.20%

Max Drawdown

Winner

PIFI

11.71%

TIPZ

24.55%

Sharpe Ratio

PIFI

-0.24

Winner

TIPZ

0.14

5Y Beta

Winner

PIFI

0.00

TIPZ

0.03

5Y Dividends CAGR

Winner

PIFI

190.01%

TIPZ

15.60%

PIFI vs TIPZ - Historical Returns

Returns include dividend reinvestment.

Period	PIFI	TIPZ
1 month	-0.20%	-0.38%
3 months	-0.88%	-0.17%
6 months	+0.03%	+0.90%
1 year	+3.23%	+4.50%
5 years(CAGR)	+1.00%	+0.69%
10 years(CAGR)	N/A	+2.45%
Max(CAGR)	+0.74%	+3.03%

Winner

PIFI

-0.20%

TIPZ

-0.38%

PIFI

-0.88%

Winner

TIPZ

-0.17%

PIFI

+0.03%

Winner

TIPZ

+0.90%

PIFI

+3.23%

Winner

TIPZ

+4.50%

5Y(CAGR)

Winner

PIFI

+1.00%

TIPZ

+0.69%

10Y(CAGR)

PIFI

N/A

TIPZ

+2.45%

Max(CAGR)

PIFI

+0.74%

Winner

TIPZ

+3.03%

PIFI vs TIPZ - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	PIFI	TIPZ
2026	-0.18%	+1.10%
2025	+6.32%	+5.75%
2024	+2.71%	+1.57%
2023	+4.39%	+3.27%
2022	-6.88%	-11.94%
2021	-1.29%	+5.26%
2020	+0.10%	+10.59%
2019	N/A	+8.60%
2018	N/A	-1.48%
2017	N/A	+2.83%
2016	N/A	+4.48%
2015	N/A	-3.23%
2014	N/A	+4.22%
2013	N/A	-9.03%
2012	N/A	+6.85%
2011	N/A	+13.98%
2010	N/A	+5.97%
2009	N/A	+2.89%

PIFI vs TIPZ Drawdown Comparison

The maximum drawdown for PIFI was -10.59%, occurring on Oct 20, 2022. Recovery took 927 trading sessions.

The maximum drawdown for TIPZ was -15.74%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

The current PIFI drawdown is -1.53%. The current TIPZ drawdown is -1.83%.

Rank	PIFI	TIPZ
#1	-10.59% Dec 31, 2020 - Sep 10, 2024	-15.74% Nov 9, 2021 - Oct 10, 2022
#2	-2.71% Sep 16, 2024 - Mar 31, 2025	-11.72% Dec 10, 2012 - Mar 29, 2019
#3	-1.93% Feb 27, 2026 - May 19, 2026	-10.48% Mar 6, 2020 - Apr 28, 2020
#4	-1.51% Apr 4, 2025 - Apr 29, 2025	-5.77% Oct 25, 2010 - Apr 19, 2011
#5	-1.24% Apr 30, 2025 - Jun 23, 2025	-3.61% Aug 10, 2011 - Nov 1, 2011
#6	-0.76% Jun 30, 2025 - Aug 1, 2025	-3.36% Jan 28, 2021 - May 5, 2021
#7	-0.67% Oct 22, 2025 - Nov 24, 2025	-2.56% Aug 29, 2019 - Jan 24, 2020
#8	-0.58% Nov 26, 2025 - Dec 29, 2025	-2.55% Aug 1, 2012 - Sep 14, 2012
#9	-0.54% Sep 16, 2025 - Oct 10, 2025	-2.25% Nov 25, 2009 - Apr 27, 2010
#10	-0.44% Jan 7, 2026 - Feb 5, 2026	-1.96% Jan 31, 2012 - Apr 17, 2012
#11	-0.41% Oct 2, 2020 - Dec 28, 2020	-1.64% Oct 27, 2021 - Nov 8, 2021
#12	-0.30% Aug 13, 2025 - Aug 22, 2025	-1.63% Nov 7, 2011 - Jan 17, 2012
#13	-0.23% Sep 10, 2024 - Sep 13, 2024	-1.61% Sep 9, 2021 - Oct 26, 2021
#14	-0.21% Aug 4, 2025 - Aug 13, 2025	-1.59% Sep 2, 2020 - Dec 3, 2020
#15	-0.19% Aug 29, 2025 - Sep 3, 2025	-1.50% Oct 8, 2012 - Oct 26, 2012

Correlation

Correlation between PIFI and TIPZ is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2009 - 2026)

PIFI vs TIPZ dividend yield comparison.

Year	PIFI	TIPZ
2026	0.78%	2.41%
2025	3.16%	4.74%
2024	2.92%	4.44%
2023	2.29%	4.69%
2022	1.22%	7.14%
2021	0.25%	4.41%
2020	0.00%	1.47%
2019	0.00%	1.65%
2018	0.00%	2.23%
2017	0.00%	1.70%
2016	0.00%	1.06%
2015	0.00%	0.56%
2014	0.00%	1.09%
2013	0.00%	0.73%
2012	0.00%	1.67%
2011	0.00%	3.55%
2010	0.00%	2.54%
2009	0.00%	0.70%