STPZ vs VBND

Comparison between PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND (STPZ, ETF) and VIDENT U.S. BOND STRATEGY ETF (VBND, ETF).

5-Year PerformanceSTPZ has outperformed VBND, delivering a return of +2.9% compared to +0.3%

STPZ vs VBND - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STPZ(ETF)	VBND(ETF)
Net Assets	$507M	$510M
Expense Ratio	0.20%	0.41%
Max Drawdown	11.29%	21.99%
Sharpe Ratio	0.42	0.48
5Y Beta	-0.01	0.05
5Y Dividends CAGR	11.56%	17.33%

Net Assets

STPZ

$507M

Winner

VBND

$510M

Expense Ratio

Winner

STPZ

0.20%

VBND

0.41%

Max Drawdown

Winner

STPZ

11.29%

VBND

21.99%

Sharpe Ratio

STPZ

0.42

Winner

VBND

0.48

5Y Beta

Winner

STPZ

-0.01

VBND

0.05

5Y Dividends CAGR

STPZ

11.56%

Winner

VBND

17.33%

STPZ vs VBND - Historical Returns

Returns include dividend reinvestment.

Period	STPZ	VBND
1 month	-0.35%	+0.48%
3 months	+0.62%	+1.07%
6 months	+1.68%	+1.42%
1 year	+4.32%	+4.76%
5 years(CAGR)	+2.90%	+0.34%
10 years(CAGR)	+2.83%	+1.56%
Max(CAGR)	+2.43%	+1.66%

STPZ

-0.35%

Winner

VBND

+0.48%

STPZ

+0.62%

Winner

VBND

+1.07%

Winner

STPZ

+1.68%

VBND

+1.42%

STPZ

+4.32%

Winner

VBND

+4.76%

5Y(CAGR)

Winner

STPZ

+2.90%

VBND

+0.34%

10Y(CAGR)

Winner

STPZ

+2.83%

VBND

+1.56%

Max(CAGR)

Winner

STPZ

+2.43%

VBND

+1.66%

STPZ vs VBND - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	STPZ	VBND
2026	+1.59%	+0.94%
2025	+6.31%	+6.80%
2024	+4.32%	+1.82%
2023	+4.29%	+7.33%
2022	-4.34%	-13.63%
2021	+5.44%	-0.46%
2020	+5.16%	+5.06%
2019	+4.77%	+9.45%
2018	+0.03%	-0.79%
2017	+0.53%	+2.75%
2016	+2.87%	+2.13%
2015	-0.45%	-0.26%
2014	-1.43%	-0.37%
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 VBND Drawdown Comparison

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

The maximum drawdown for VBND was -18.97%, occurring on Oct 24, 2022. Recovery took 1062 trading sessions.

The current STPZ drawdown is -0.39%. The current VBND drawdown is -0.73%.

Rank	STPZ	VBND
#1	-6.77% Mar 4, 2020 - Jun 8, 2020	-18.97% Aug 3, 2021 - Oct 24, 2025
#2	-6.69% Mar 11, 2022 - Jun 4, 2024	-12.08% Mar 6, 2020 - Jul 23, 2020
#3	-4.65% Sep 14, 2012 - Feb 19, 2019	-5.25% Sep 28, 2016 - Sep 5, 2017
#4	-2.55% Nov 17, 2021 - Mar 1, 2022	-4.92% Sep 8, 2017 - Mar 20, 2019
#5	-2.00% Aug 10, 2011 - Nov 7, 2011	-3.66% Jan 26, 2021 - Jul 15, 2021
#6	-1.89% Oct 14, 2010 - Jan 13, 2011	-2.97% Apr 17, 2015 - Feb 2, 2016
#7	-1.35% Apr 30, 2025 - Jul 11, 2025	-2.82% Feb 27, 2026 - Mar 27, 2026
#8	-1.19% May 6, 2010 - Jul 30, 2010	-2.01% Jan 30, 2015 - Apr 14, 2015
#9	-1.15% Nov 7, 2011 - Jan 26, 2012	-1.91% Sep 4, 2019 - Jan 3, 2020
#10	-1.12% Sep 24, 2024 - Jan 27, 2025	-1.80% Oct 24, 2025 - Feb 12, 2026
#11	-1.11% Apr 3, 2025 - Apr 28, 2025	-1.64% Aug 4, 2020 - Nov 27, 2020
#12	-1.11% Feb 27, 2012 - Aug 7, 2012	-1.39% Feb 11, 2016 - Mar 31, 2016
#13	-1.09% Jan 31, 2011 - Feb 22, 2011	-1.17% Sep 7, 2016 - Sep 28, 2016
#14	-1.09% Aug 2, 2011 - Aug 10, 2011	-1.12% Oct 16, 2014 - Jan 5, 2015
#15	-0.93% Mar 17, 2026 - Apr 13, 2026	-1.10% Apr 7, 2016 - Jun 3, 2016

Correlation

Correlation between STPZ and VBND is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73

-101

Dividend Comparison (2009 - 2026)

STPZ vs VBND dividend yield comparison.

Year	STPZ	VBND
2026	1.91%	1.67%
2025	3.65%	4.22%
2024	1.97%	4.41%
2023	1.63%	3.88%
2022	5.88%	2.55%
2021	3.65%	1.56%
2020	1.86%	1.98%
2019	1.76%	3.14%
2018	2.23%	2.82%
2017	1.51%	2.00%
2016	0.65%	3.12%
2015	0.49%	1.49%
2014	0.86%	0.11%
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%