STPZ vs IGD

Comparison between PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (STPZ, ETF) and Voya Global Equity Dividend and Premium Opportunity Fund (IGD, ETF).

5-Year PerformanceIGD has outperformed STPZ, delivering a return of +11.8% compared to +2.7%

STPZ vs IGD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STPZ(ETF)	IGD(ETF)
Net Assets	$520M	$518M
Expense Ratio	0.20%	N/A
Max Drawdown	11.29%	82.53%
Sharpe Ratio	-0.79	1.56
5Y Beta	-0.01	0.55
5Y Dividends CAGR	6.84%	2.90%

Net Assets

Winner

STPZ

$520M

IGD

$518M

Expense Ratio

STPZ

0.20%

IGD

N/A

Max Drawdown

Winner

STPZ

11.29%

IGD

82.53%

Sharpe Ratio

STPZ

-0.79

Winner

IGD

1.56

5Y Beta

Winner

STPZ

-0.01

IGD

0.55

5Y Dividends CAGR

Winner

STPZ

6.84%

IGD

2.90%

STPZ vs IGD - Historical Returns

Returns include dividend reinvestment.

Period	STPZ	IGD
1 month	+0.55%	+4.40%
3 months	+0.35%	+6.60%
6 months	+1.19%	+16.12%
1 year	+2.40%	+24.10%
5 years(CAGR)	+2.72%	+11.82%
10 years(CAGR)	+2.86%	+9.33%
Max(CAGR)	+2.43%	+5.72%

STPZ

+0.55%

Winner

IGD

+4.40%

STPZ

+0.35%

Winner

IGD

+6.60%

STPZ

+1.19%

Winner

IGD

+16.12%

STPZ

+2.40%

Winner

IGD

+24.10%

5Y(CAGR)

STPZ

+2.72%

Winner

IGD

+11.82%

10Y(CAGR)

STPZ

+2.86%

Winner

IGD

+9.33%

Max(CAGR)

STPZ

+2.43%

Winner

IGD

+5.72%

STPZ vs IGD - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	STPZ	IGD
2026	+1.94%	+22.87%
2025	+6.31%	+17.40%
2024	+4.32%	+21.59%
2023	+4.29%	+1.52%
2022	-4.34%	-5.17%
2021	+5.44%	+30.35%
2020	+5.16%	-7.55%
2019	+4.77%	+15.38%
2018	+0.03%	-16.71%
2017	+0.53%	+25.47%
2016	+2.87%	+10.55%
2015	-0.45%	-5.55%
2014	-1.43%	+4.15%
2013	-2.04%	+12.66%
2012	+2.35%	+12.13%
2011	+4.67%	-11.30%
2010	+3.43%	-0.43%
2009	+3.53%	+40.90%
2008	N/A	-32.54%
2007	N/A	-13.29%
2006	N/A	+33.18%
2005	N/A	-8.42%

STPZ vs IGD Drawdown Comparison

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

The maximum drawdown for IGD was -59.27%, occurring on Nov 20, 2008. Recovery took 1712 trading sessions.

The current STPZ drawdown is -0.05%. The current IGD drawdown is -1.34%.

Rank	STPZ	IGD
#1	-6.77% Mar 4, 2020 - Jun 8, 2020	-59.27% Jun 1, 2007 - Mar 20, 2014
#2	-6.69% Mar 11, 2022 - Jun 4, 2024	-41.01% Jan 24, 2018 - Apr 16, 2021
#3	-4.65% Sep 14, 2012 - Feb 19, 2019	-27.27% Aug 27, 2014 - Feb 28, 2017
#4	-2.55% Nov 17, 2021 - Mar 1, 2022	-15.80% Jan 12, 2022 - Mar 12, 2024
#5	-2.00% Aug 10, 2011 - Nov 7, 2011	-15.14% Aug 31, 2005 - Jul 5, 2006
#6	-1.89% Oct 14, 2010 - Jan 13, 2011	-11.01% Mar 31, 2025 - May 16, 2025
#7	-1.35% Apr 30, 2025 - Jul 11, 2025	-9.82% Dec 27, 2006 - May 31, 2007
#8	-1.19% May 6, 2010 - Jul 30, 2010	-6.29% Sep 3, 2021 - Dec 22, 2021
#9	-1.15% Nov 7, 2011 - Jan 26, 2012	-6.20% Mar 2, 2026 - Apr 14, 2026
#10	-1.12% Sep 24, 2024 - Jan 27, 2025	-5.56% Oct 23, 2017 - Jan 11, 2018
#11	-1.11% Apr 3, 2025 - Apr 28, 2025	-5.48% Jul 24, 2014 - Aug 25, 2014
#12	-1.11% Feb 27, 2012 - Aug 7, 2012	-5.35% Dec 3, 2024 - Feb 19, 2025
#13	-1.09% Jan 31, 2011 - Feb 22, 2011	-4.94% Mar 28, 2024 - May 15, 2024
#14	-1.09% Aug 2, 2011 - Aug 10, 2011	-4.88% Sep 19, 2025 - Dec 22, 2025
#15	-0.93% Mar 17, 2026 - Apr 13, 2026	-4.84% Jul 31, 2024 - Aug 15, 2024

Correlation

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

0.93

-101

Dividend Comparison (2005 - 2026)

STPZ vs IGD dividend yield comparison.

Year	STPZ	IGD
2026	3.62%	5.30%
2025	3.65%	10.49%
2024	1.97%	10.52%
2023	1.63%	9.66%
2022	5.88%	8.87%
2021	3.65%	7.73%
2020	1.86%	9.20%
2019	1.76%	10.47%
2018	2.23%	12.49%
2017	1.51%	9.45%
2016	0.65%	13.23%
2015	0.49%	13.03%
2014	0.86%	10.96%
2013	0.09%	10.91%
2012	1.00%	13.03%
2011	3.09%	13.81%
2010	1.11%	12.21%
2009	0.69%	14.87%
2008	0.00%	18.46%
2007	0.00%	12.49%
2006	0.00%	7.91%
2005	0.00%	7.76%