STPZ vs EFAX

Comparison between PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (STPZ, ETF) and STATE STREET(R) SPDR(R) MSCI EAFE FOSSIL FUEL RESERVES FREE ETF (EFAX, ETF).

5-Year PerformanceEFAX has outperformed STPZ, delivering a return of +7.7% compared to +2.9%

STPZ vs EFAX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STPZ(ETF)	EFAX(ETF)
Net Assets	$507M	$506M
Expense Ratio	0.20%	0.20%
Max Drawdown	11.29%	36.22%
Sharpe Ratio	0.42	0.91
5Y Beta	-0.01	0.77
5Y Dividends CAGR	11.56%	15.30%

Net Assets

Winner

STPZ

$507M

EFAX

$506M

Expense Ratio

STPZ

0.20%

EFAX

0.20%

Max Drawdown

Winner

STPZ

11.29%

EFAX

36.22%

Sharpe Ratio

STPZ

0.42

Winner

EFAX

0.91

5Y Beta

Winner

STPZ

-0.01

EFAX

0.77

5Y Dividends CAGR

STPZ

11.56%

Winner

EFAX

15.30%

STPZ vs EFAX - Historical Returns

Returns include dividend reinvestment.

Period	STPZ	EFAX
1 month	-0.35%	+2.63%
3 months	+0.62%	+8.38%
6 months	+1.68%	+9.49%
1 year	+4.32%	+18.37%
5 years(CAGR)	+2.90%	+7.68%
10 years(CAGR)	+2.83%	+9.13%
Max(CAGR)	+2.43%	+9.13%

STPZ

-0.35%

Winner

EFAX

+2.63%

STPZ

+0.62%

Winner

EFAX

+8.38%

STPZ

+1.68%

Winner

EFAX

+9.49%

STPZ

+4.32%

Winner

EFAX

+18.37%

5Y(CAGR)

STPZ

+2.90%

Winner

EFAX

+7.68%

10Y(CAGR)

STPZ

+2.83%

Winner

EFAX

+9.13%

Max(CAGR)

STPZ

+2.43%

Winner

EFAX

+9.13%

STPZ vs EFAX - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	STPZ	EFAX
2026	+1.59%	+7.11%
2025	+6.31%	+31.59%
2024	+4.32%	+5.91%
2023	+4.29%	+17.25%
2022	-4.34%	-17.03%
2021	+5.44%	+10.20%
2020	+5.16%	+8.53%
2019	+4.77%	+24.13%
2018	+0.03%	-15.02%
2017	+0.53%	+23.82%
2016	+2.87%	+0.56%
2015	-0.45%	N/A
2014	-1.43%	N/A
2013	-2.04%	N/A
2012	+2.35%	N/A
2011	+4.67%	N/A
2010	+3.43%	N/A
2009	+3.53%	N/A

STPZ vs EFAX Drawdown Comparison

The maximum drawdown for STPZ was -6.77%, occurring on Mar 18, 2020. Recovery took 66 trading sessions.

The maximum drawdown for EFAX was -32.53%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.

The current STPZ drawdown is -0.39%. The current EFAX drawdown is -0.51%.

Rank	STPZ	EFAX
#1	-6.77% Mar 4, 2020 - Jun 8, 2020	-32.53% Jan 17, 2020 - Nov 9, 2020
#2	-6.69% Mar 11, 2022 - Jun 4, 2024	-31.65% Sep 7, 2021 - Mar 6, 2024
#3	-4.65% Sep 14, 2012 - Feb 19, 2019	-22.34% Jan 24, 2018 - Jan 17, 2020
#4	-2.55% Nov 17, 2021 - Mar 1, 2022	-13.52% Mar 19, 2025 - Apr 28, 2025
#5	-2.00% Aug 10, 2011 - Nov 7, 2011	-12.38% Feb 25, 2026 - Mar 27, 2026
#6	-1.89% Oct 14, 2010 - Jan 13, 2011	-9.89% Sep 26, 2024 - Mar 5, 2025
#7	-1.35% Apr 30, 2025 - Jul 11, 2025	-7.72% Jul 12, 2024 - Aug 19, 2024
#8	-1.19% May 6, 2010 - Jul 30, 2010	-5.59% Mar 27, 2024 - May 14, 2024
#9	-1.15% Nov 7, 2011 - Jan 26, 2012	-5.54% Nov 12, 2025 - Dec 11, 2025
#10	-1.12% Sep 24, 2024 - Jan 27, 2025	-5.15% Jun 15, 2021 - Aug 13, 2021
#11	-1.11% Apr 3, 2025 - Apr 28, 2025	-4.67% Jul 23, 2025 - Aug 13, 2025
#12	-1.11% Feb 27, 2012 - Aug 7, 2012	-4.35% Feb 16, 2021 - Apr 5, 2021
#13	-1.09% Jan 31, 2011 - Feb 22, 2011	-4.26% Jan 8, 2021 - Feb 9, 2021
#14	-1.09% Aug 2, 2011 - Aug 10, 2011	-4.08% Sep 15, 2017 - Jan 3, 2018
#15	-0.93% Mar 17, 2026 - Apr 13, 2026	-3.83% Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between STPZ and EFAX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2009 - 2026)

STPZ vs EFAX dividend yield comparison.

Year	STPZ	EFAX
2026	1.91%	1.49%
2025	3.65%	3.31%
2024	1.97%	2.74%
2023	1.63%	2.71%
2022	5.88%	2.81%
2021	3.65%	2.58%
2020	1.86%	1.69%
2019	1.76%	2.71%
2018	2.23%	3.05%
2017	1.51%	2.89%
2016	0.65%	0.26%
2015	0.49%	0.00%
2014	0.86%	0.00%
2013	0.09%	0.00%
2012	1.00%	0.00%
2011	3.09%	0.00%
2010	1.11%	0.00%
2009	0.69%	0.00%