STPZ vs FIGB

Comparison between PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (STPZ, ETF) and FIDELITY INVESTMENT GRADE BOND ETF (FIGB, ETF).

5-Year PerformanceSTPZ has outperformed FIGB, delivering a return of +2.7% compared to -0.0%

STPZ vs FIGB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STPZ(ETF)	FIGB(ETF)
Net Assets	$520M	$520M
Expense Ratio	0.20%	0.36%
Max Drawdown	11.29%	21.47%
Sharpe Ratio	-0.79	-0.34
5Y Beta	-0.01	0.02
5Y Dividends CAGR	6.84%	48.74%

Net Assets

Winner

STPZ

$520M

FIGB

$520M

Expense Ratio

Winner

STPZ

0.20%

FIGB

0.36%

Max Drawdown

Winner

STPZ

11.29%

FIGB

21.47%

Sharpe Ratio

STPZ

-0.79

Winner

FIGB

-0.34

5Y Beta

Winner

STPZ

-0.01

FIGB

0.02

5Y Dividends CAGR

STPZ

6.84%

Winner

FIGB

48.74%

STPZ vs FIGB - Historical Returns

Returns include dividend reinvestment.

Period	STPZ	FIGB
1 month	+0.55%	+0.71%
3 months	+0.35%	+0.30%
6 months	+1.19%	-1.23%
1 year	+2.40%	+2.64%
5 years(CAGR)	+2.72%	-0.02%
10 years(CAGR)	+2.86%	N/A
Max(CAGR)	+2.43%	+0.40%

STPZ

+0.55%

Winner

FIGB

+0.71%

Winner

STPZ

+0.35%

FIGB

+0.30%

Winner

STPZ

+1.19%

FIGB

-1.23%

STPZ

+2.40%

Winner

FIGB

+2.64%

5Y(CAGR)

Winner

STPZ

+2.72%

FIGB

-0.02%

10Y(CAGR)

STPZ

+2.86%

FIGB

N/A

Max(CAGR)

Winner

STPZ

+2.43%

FIGB

+0.40%

STPZ vs FIGB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	STPZ	FIGB
2026	+1.94%	+0.34%
2025	+6.31%	+7.05%
2024	+4.32%	+1.63%
2023	+4.29%	+6.17%
2022	-4.34%	-12.86%
2021	+5.44%	+1.77%
2020	+5.16%	N/A
2019	+4.77%	N/A
2018	+0.03%	N/A
2017	+0.53%	N/A
2016	+2.87%	N/A
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 FIGB Drawdown Comparison

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

The maximum drawdown for FIGB was -18.08%, occurring on Oct 24, 2022. Recovery took 1108 trading sessions.

The current STPZ drawdown is -0.05%. The current FIGB drawdown is -1.56%.

Rank	STPZ	FIGB
#1	-6.77% Mar 4, 2020 - Jun 8, 2020	-18.08% Sep 14, 2021 - Feb 12, 2026
#2	-6.69% Mar 11, 2022 - Jun 4, 2024	-2.93% Feb 27, 2026 - May 19, 2026
#3	-4.65% Sep 14, 2012 - Feb 19, 2019	-1.04% Aug 2, 2021 - Sep 14, 2021
#4	-2.55% Nov 17, 2021 - Mar 1, 2022	-0.98% Mar 4, 2021 - Apr 13, 2021
#5	-2.00% Aug 10, 2011 - Nov 7, 2011	-0.97% May 7, 2021 - Jun 4, 2021
#6	-1.89% Oct 14, 2010 - Jan 13, 2011	-0.52% Jul 8, 2021 - Jul 19, 2021
#7	-1.35% Apr 30, 2025 - Jul 11, 2025	-0.50% Apr 21, 2021 - May 7, 2021
#8	-1.19% May 6, 2010 - Jul 30, 2010	-0.48% Jun 18, 2021 - Jun 30, 2021
#9	-1.15% Nov 7, 2011 - Jan 26, 2012	-0.43% Jun 10, 2021 - Jun 18, 2021
#10	-1.12% Sep 24, 2024 - Jan 27, 2025	-0.42% Jul 19, 2021 - Aug 2, 2021
#11	-1.11% Apr 3, 2025 - Apr 28, 2025	-0.23% Apr 16, 2021 - Apr 20, 2021
#12	-1.11% Feb 27, 2012 - Aug 7, 2012	-0.21% Feb 17, 2026 - Feb 23, 2026
#13	-1.09% Jan 31, 2011 - Feb 22, 2011	-0.18% Jun 30, 2021 - Jul 2, 2021
#14	-1.09% Aug 2, 2011 - Aug 10, 2011	-0.05% Feb 24, 2026 - Feb 26, 2026
#15	-0.93% Mar 17, 2026 - Apr 13, 2026	-0.01% Jun 4, 2021 - Jun 8, 2021

Correlation

Correlation between STPZ and FIGB is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2009 - 2026)

STPZ vs FIGB dividend yield comparison.

Year	STPZ	FIGB
2026	3.62%	2.32%
2025	3.65%	4.15%
2024	1.97%	4.28%
2023	1.63%	3.79%
2022	5.88%	2.44%
2021	3.65%	1.10%
2020	1.86%	0.00%
2019	1.76%	0.00%
2018	2.23%	0.00%
2017	1.51%	0.00%
2016	0.65%	0.00%
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%