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TIPB vs HOLD

Comparison between NORTHERN TRUST 2035 INFLATION-LINKED DISTRIBUTING LADDER ETF (TIPB, ETF) and HARBOR ALPHA LAYERING ETF (HOLD, ETF).

TIPB vs HOLD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TIPB
$8M
HOLD
$8M
Expense Ratio
TIPB
0.10%
HOLD
N/A
Max Drawdown
Winner
TIPB
3.29%
HOLD
70.46%
Sharpe Ratio
Winner
TIPB
-0.50
HOLD
-0.81
5Y Beta
Winner
TIPB
0.05
HOLD
0.74
5Y Dividends CAGR
TIPB
N/A
HOLD
7.97%

TIPB vs HOLD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TIPB
+0.39%
HOLD
-2.23%
3M
TIPB
-0.03%
Winner
HOLD
+1.06%
6M
TIPB
+1.35%
Winner
HOLD
+4.14%
1Y
TIPB
+2.25%
Winner
HOLD
+15.29%
5Y(CAGR)
TIPB
N/A
HOLD
-18.47%
10Y(CAGR)
TIPB
N/A
HOLD
-9.07%
Max(CAGR)
Winner
TIPB
+2.45%
HOLD
-7.24%

TIPB vs HOLD - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearTIPBHOLD
2026+1.47%+5.73%
2025+0.79%+8.52%
2023N/A+1.16%
2022N/A+0.40%
2021N/A+0.15%
2020N/A+0.69%
2019N/A+3.06%
2018N/A+1.82%
2017N/A+1.30%
2016N/A+1.34%
2015N/A+0.16%
2014N/A-0.21%

TIPB vs HOLD Drawdown Comparison

The maximum drawdown for TIPB was -1.32%, occurring on Mar 26, 2026. Recovery took 19 trading sessions.

The maximum drawdown for HOLD was -69.65%, occurring on Aug 20, 2025. This drawdown has not yet recovered.

The current TIPB drawdown is -0.72%. The current HOLD drawdown is -64.67%.

RankTIPBHOLD
#1-1.32%
Mar 17, 2026 - Apr 14, 2026
-69.65%
Mar 23, 2023 - Aug 20, 2025
#2-1.12%
May 11, 2026 - Jun 23, 2026
-5.23%
Feb 25, 2020 - Dec 31, 2020
#3-0.89%
Sep 16, 2025 - Feb 6, 2026
-1.59%
Jul 23, 2021 - Jan 12, 2023
#4-0.44%
Mar 9, 2026 - Mar 17, 2026
-0.54%
Oct 28, 2014 - Jul 20, 2015
#5-0.40%
Aug 27, 2025 - Sep 5, 2025
-0.49%
Jul 20, 2015 - Mar 29, 2016
#6-0.35%
Feb 27, 2026 - Mar 9, 2026
-0.37%
Dec 31, 2020 - Jul 23, 2021
#7-0.26%
May 1, 2026 - May 8, 2026
-0.35%
Jul 7, 2016 - Oct 12, 2016
#8-0.23%
Apr 27, 2026 - May 1, 2026
-0.34%
Apr 13, 2018 - May 25, 2018
#9-0.18%
Feb 13, 2026 - Feb 23, 2026
-0.28%
May 17, 2017 - Jun 29, 2017
#10-0.17%
Apr 17, 2026 - Apr 23, 2026
-0.28%
Feb 2, 2023 - Feb 17, 2023
#11-0.14%
Apr 14, 2026 - Apr 17, 2026
-0.24%
Jan 11, 2017 - Feb 10, 2017
#12-0.14%
Aug 22, 2025 - Aug 26, 2025
-0.24%
Aug 5, 2014 - Sep 25, 2014
#13-0.14%
Sep 8, 2025 - Sep 11, 2025
-0.21%
Mar 14, 2023 - Mar 16, 2023
#14-0.12%
Feb 10, 2026 - Feb 12, 2026
-0.21%
Mar 16, 2023 - Mar 20, 2023
#15-0.12%
Sep 11, 2025 - Sep 16, 2025
-0.21%
Feb 20, 2019 - Feb 25, 2019

Correlation

Correlation between TIPB and HOLD is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2014 - 2026)

TIPB vs HOLD dividend yield comparison.

YearTIPBHOLD
20263.04%0.00%
20251.09%7.32%
20230.00%0.75%
20220.00%1.51%
20210.00%0.55%
20200.00%1.42%
20190.00%2.33%
20180.00%1.96%
20170.00%1.30%
20160.00%0.97%
20150.00%0.39%
20140.00%0.67%

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