SPEU vs LTPZ

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

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

SPEU vs LTPZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

SPEU

$728M

LTPZ

$725M

Expense Ratio

Winner

SPEU

0.07%

LTPZ

0.20%

Max Drawdown

SPEU

64.50%

Winner

LTPZ

49.62%

Sharpe Ratio

Winner

SPEU

1.02

LTPZ

-0.38

5Y Beta

SPEU

0.67

Winner

LTPZ

0.16

5Y Dividends CAGR

Winner

SPEU

15.70%

LTPZ

4.04%

SPEU vs LTPZ - Historical Returns

Returns include dividend reinvestment.

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

Winner

SPEU

+4.56%

LTPZ

+0.55%

Winner

SPEU

+5.78%

LTPZ

-1.84%

Winner

SPEU

+4.65%

LTPZ

-5.31%

Winner

SPEU

+20.33%

LTPZ

-1.08%

5Y(CAGR)

Winner

SPEU

+9.30%

LTPZ

-6.99%

10Y(CAGR)

Winner

SPEU

+9.89%

LTPZ

-0.24%

Max(CAGR)

Winner

SPEU

+6.94%

LTPZ

+2.78%

SPEU vs LTPZ - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

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

SPEU vs LTPZ Drawdown Comparison

The maximum drawdown for SPEU was -62.46%, occurring on Mar 9, 2009. Recovery took 2572 trading sessions.

The maximum drawdown for LTPZ was -40.96%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

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

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

Correlation

Correlation between SPEU and LTPZ 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)

SPEU vs LTPZ dividend yield comparison.

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