TIPX vs BGIG

Comparison between SPDR BLOOMBERG 1-10 YEAR TIPS ETF (TIPX, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).

TIPX vs BGIG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPX(ETF)	BGIG(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.15%	0.45%
Max Drawdown	16.71%	14.11%
Sharpe Ratio	0.45	1.75
5Y Beta	0.01	0.63
P/E Ratio	N/A	23.24
Forward P/E	N/A	19.50
PEG Ratio	N/A	0.64
5Y Dividends CAGR	18.23%	N/A
5Y EPS CAGR	N/A	14.02%
P/S Ratio	N/A	2.79
P/B Ratio	N/A	4.19

Net Assets

TIPX

$1.90B

Winner

BGIG

$2B

Expense Ratio

Winner

TIPX

0.15%

BGIG

0.45%

Max Drawdown

TIPX

16.71%

Winner

BGIG

14.11%

Sharpe Ratio

TIPX

0.45

Winner

BGIG

1.75

5Y Beta

Winner

TIPX

0.01

BGIG

0.63

P/E Ratio

TIPX

N/A

BGIG

23.24

Forward P/E

TIPX

N/A

BGIG

19.50

PEG Ratio

TIPX

N/A

BGIG

0.64

5Y Dividends CAGR

TIPX

18.23%

BGIG

N/A

5Y EPS CAGR

TIPX

N/A

BGIG

14.02%

P/S Ratio

TIPX

N/A

BGIG

2.79

P/B Ratio

TIPX

N/A

BGIG

4.19

TIPX vs BGIG - Historical Returns

Returns include dividend reinvestment.

Period	TIPX	BGIG
1 month	+0.97%	+1.53%
3 months	+1.29%	+1.19%
6 months	+1.93%	+9.59%
1 year	+5.19%	+21.62%
5 years(CAGR)	+2.31%	N/A
10 years(CAGR)	+2.99%	N/A
Max(CAGR)	+2.33%	+15.86%

TIPX

+0.97%

Winner

BGIG

+1.53%

Winner

TIPX

+1.29%

BGIG

+1.19%

TIPX

+1.93%

Winner

BGIG

+9.59%

TIPX

+5.19%

Winner

BGIG

+21.62%

5Y(CAGR)

TIPX

+2.31%

BGIG

N/A

10Y(CAGR)

TIPX

+2.99%

BGIG

N/A

Max(CAGR)

TIPX

+2.33%

Winner

BGIG

+15.86%

TIPX vs BGIG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	TIPX	BGIG
2026	+1.92%	+6.96%
2025	+7.03%	+12.53%
2024	+3.25%	+16.25%
2023	+4.32%	+4.55%
2022	-7.43%	N/A
2021	+5.29%	N/A
2020	+8.13%	N/A
2019	+6.48%	N/A
2018	-0.21%	N/A
2017	+1.64%	N/A
2016	+2.89%	N/A
2015	-0.07%	N/A
2014	+0.56%	N/A
2013	-3.58%	N/A

TIPX vs BGIG Drawdown Comparison

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

The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.

The current TIPX drawdown is -0.10%. The current BGIG drawdown is -1.34%.

Rank	TIPX	BGIG
#1	-10.04% Mar 8, 2022 - Sep 16, 2024	-13.23% Oct 18, 2024 - Jun 30, 2025
#2	-7.96% Mar 5, 2020 - May 28, 2020	-7.95% Sep 15, 2023 - Dec 1, 2023
#3	-5.26% Aug 15, 2014 - Jun 10, 2016	-5.81% Mar 2, 2026 - Apr 30, 2026
#4	-4.95% Jun 5, 2013 - Jun 30, 2014	-4.73% Jul 16, 2024 - Aug 15, 2024
#5	-3.97% Jul 6, 2016 - Mar 8, 2019	-4.73% Mar 28, 2024 - May 14, 2024
#6	-3.49% Nov 17, 2021 - Mar 7, 2022	-3.06% Aug 30, 2024 - Sep 16, 2024
#7	-2.32% Sep 24, 2024 - Feb 24, 2025	-2.56% May 21, 2024 - Jun 13, 2024
#8	-2.03% Apr 3, 2025 - Jun 25, 2025	-2.50% Oct 8, 2025 - Nov 25, 2025
#9	-1.78% Feb 11, 2021 - Apr 26, 2021	-2.03% Jul 25, 2025 - Aug 20, 2025
#10	-1.41% Aug 28, 2019 - Jan 2, 2020	-1.87% Nov 28, 2025 - Jan 12, 2026
#11	-1.29% Mar 17, 2026 - Apr 14, 2026	-1.71% Jun 18, 2024 - Jul 10, 2024
#12	-1.13% Jun 30, 2014 - Aug 14, 2014	-1.49% Dec 19, 2023 - Dec 26, 2023
#13	-1.06% Jun 10, 2021 - Jul 2, 2021	-1.46% Jan 8, 2024 - Jan 19, 2024
#14	-1.03% Aug 3, 2021 - Sep 9, 2021	-1.34% Apr 30, 2026 - May 8, 2026
#15	-0.99% Sep 9, 2021 - Oct 25, 2021	-1.32% Jan 16, 2026 - Jan 26, 2026

Correlation

Correlation between TIPX and BGIG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2013 - 2026)

TIPX vs BGIG dividend yield comparison.

Year	TIPX	BGIG
2026	1.02%	0.60%
2025	3.78%	1.89%
2024	3.57%	2.02%
2023	3.56%	0.78%
2022	6.08%	0.00%
2021	4.26%	0.00%
2020	1.73%	0.00%
2019	2.53%	0.00%
2018	1.90%	0.00%
2017	2.84%	0.00%
2016	1.04%	0.00%
2015	0.06%	0.00%
2014	1.52%	0.00%
2013	0.25%	0.00%