TAGG vs TIPX

Comparison between T. ROWE PRICE QM U.S. BOND ETF (TAGG, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG 1-10 YEAR TIPS ETF (TIPX, ETF).

5-Year PerformanceTIPX has outperformed TAGG, delivering a return of +2.2% compared to +0.2%

TAGG vs TIPX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAGG(ETF)	TIPX(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.08%	0.15%
Max Drawdown	21.31%	16.71%
Sharpe Ratio	0.14	0.23
5Y Beta	0.02	0.01
5Y Dividends CAGR	N/A	14.41%

Net Assets

TAGG

$1.90B

TIPX

$1.90B

Expense Ratio

Winner

TAGG

0.08%

TIPX

0.15%

Max Drawdown

TAGG

21.31%

Winner

TIPX

16.71%

Sharpe Ratio

TAGG

0.14

Winner

TIPX

0.23

5Y Beta

TAGG

0.02

Winner

TIPX

0.01

5Y Dividends CAGR

TAGG

N/A

TIPX

14.41%

TAGG vs TIPX - Historical Returns

Returns include dividend reinvestment.

Period	TAGG	TIPX
1 month	-0.21%	-0.46%
3 months	-1.09%	+0.29%
6 months	+0.28%	+1.21%
1 year	+4.53%	+4.60%
5 years(CAGR)	+0.18%	+2.18%
10 years(CAGR)	N/A	+2.90%
Max(CAGR)	+0.18%	+2.27%

Winner

TAGG

-0.21%

TIPX

-0.46%

TAGG

-1.09%

Winner

TIPX

+0.29%

TAGG

+0.28%

Winner

TIPX

+1.21%

TAGG

+4.53%

Winner

TIPX

+4.60%

5Y(CAGR)

TAGG

+0.18%

Winner

TIPX

+2.18%

10Y(CAGR)

TAGG

N/A

TIPX

+2.90%

Max(CAGR)

TAGG

+0.18%

Winner

TIPX

+2.27%

TAGG vs TIPX - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	TAGG	TIPX
2026	-0.08%	+1.29%
2025	+7.35%	+7.03%
2024	+2.10%	+3.25%
2023	+5.30%	+4.32%
2022	-12.04%	-7.43%
2021	+0.01%	+5.29%
2020	N/A	+8.13%
2019	N/A	+6.48%
2018	N/A	-0.21%
2017	N/A	+1.64%
2016	N/A	+2.89%
2015	N/A	-0.07%
2014	N/A	+0.56%
2013	N/A	-3.58%

TAGG vs TIPX Drawdown Comparison

The maximum drawdown for TAGG was -17.27%, occurring on Oct 20, 2022. Recovery took 987 trading sessions.

The maximum drawdown for TIPX was -10.04%, occurring on Sep 30, 2022. Recovery took 634 trading sessions.

The current TAGG drawdown is -2.26%. The current TIPX drawdown is -0.72%.

Rank	TAGG	TIPX
#1	-17.27% Nov 9, 2021 - Oct 16, 2025	-10.04% Mar 8, 2022 - Sep 16, 2024
#2	-3.19% Feb 27, 2026 - May 19, 2026	-7.96% Mar 5, 2020 - May 28, 2020
#3	-1.08% Oct 27, 2025 - Nov 26, 2025	-5.26% Aug 15, 2014 - Jun 10, 2016
#4	-1.01% Oct 1, 2021 - Nov 5, 2021	-4.95% Jun 5, 2013 - Jun 30, 2014
#5	-0.88% Nov 26, 2025 - Jan 14, 2026	-3.97% Jul 6, 2016 - Mar 8, 2019
#6	-0.62% Jan 14, 2026 - Feb 5, 2026	-3.49% Nov 17, 2021 - Mar 7, 2022
#7	-0.21% Nov 5, 2021 - Nov 9, 2021	-2.32% Sep 24, 2024 - Feb 24, 2025
#8	-0.19% Oct 22, 2025 - Oct 27, 2025	-2.03% Apr 3, 2025 - Jun 25, 2025
#9	-0.17% Feb 10, 2026 - Feb 12, 2026	-1.78% Feb 11, 2021 - Apr 26, 2021
#10	-0.15% Feb 17, 2026 - Feb 23, 2026	-1.41% Aug 28, 2019 - Jan 2, 2020
#11	-0.14% Feb 6, 2026 - Feb 10, 2026	-1.29% Mar 17, 2026 - Apr 14, 2026
#12	-0.07% Feb 23, 2026 - Feb 26, 2026	-1.13% Jun 30, 2014 - Aug 14, 2014
#13	-0.07% Oct 16, 2025 - Oct 20, 2025	-1.06% Jun 10, 2021 - Jul 2, 2021
#14	N/A	-1.03% Aug 3, 2021 - Sep 9, 2021
#15	N/A	-0.99% Sep 9, 2021 - Oct 25, 2021

Correlation

Correlation between TAGG and TIPX is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2013 - 2026)

TAGG vs TIPX dividend yield comparison.

Year	TAGG	TIPX
2026	1.87%	2.15%
2025	4.36%	3.78%
2024	4.36%	3.57%
2023	3.48%	3.56%
2022	3.67%	6.08%
2021	0.33%	4.26%
2020	0.00%	1.73%
2019	0.00%	2.53%
2018	0.00%	1.90%
2017	0.00%	2.84%
2016	0.00%	1.04%
2015	0.00%	0.06%
2014	0.00%	1.52%
2013	0.00%	0.25%