TIPX vs DES

Comparison between SPDR BLOOMBERG 1-10 YEAR TIPS ETF (TIPX, ETF) and WisdomTree U.S. SmallCap Dividend Fund (DES, ETF).

5-Year PerformanceDES has outperformed TIPX, delivering a return of +6.2% compared to +2.3%

TIPX vs DES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPX(ETF)	DES(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.15%	0.38%
Max Drawdown	16.71%	68.10%
Sharpe Ratio	0.45	1.46
5Y Beta	0.01	0.83
P/E Ratio	N/A	21.88
Forward P/E	N/A	13.20
5Y Dividends CAGR	18.23%	6.06%
5Y EPS CAGR	N/A	8.81%
P/S Ratio	N/A	1.07
P/B Ratio	N/A	1.66

Net Assets

TIPX

$1.90B

DES

$1.90B

Expense Ratio

Winner

TIPX

0.15%

DES

0.38%

Max Drawdown

Winner

TIPX

16.71%

DES

68.10%

Sharpe Ratio

TIPX

0.45

Winner

DES

1.46

5Y Beta

Winner

TIPX

0.01

DES

0.83

P/E Ratio

TIPX

N/A

DES

21.88

Forward P/E

TIPX

N/A

DES

13.20

5Y Dividends CAGR

Winner

TIPX

18.23%

DES

6.06%

5Y EPS CAGR

TIPX

N/A

DES

8.81%

P/S Ratio

TIPX

N/A

DES

1.07

P/B Ratio

TIPX

N/A

DES

1.66

TIPX vs DES - Historical Returns

Returns include dividend reinvestment.

Period	TIPX	DES
1 month	+0.97%	+3.81%
3 months	+1.29%	+3.26%
6 months	+1.93%	+18.98%
1 year	+5.19%	+28.33%
5 years(CAGR)	+2.31%	+6.17%
10 years(CAGR)	+2.99%	+8.38%
Max(CAGR)	+2.33%	+7.72%

TIPX

+0.97%

Winner

DES

+3.81%

TIPX

+1.29%

Winner

DES

+3.26%

TIPX

+1.93%

Winner

DES

+18.98%

TIPX

+5.19%

Winner

DES

+28.33%

5Y(CAGR)

TIPX

+2.31%

Winner

DES

+6.17%

10Y(CAGR)

TIPX

+2.99%

Winner

DES

+8.38%

Max(CAGR)

TIPX

+2.33%

Winner

DES

+7.72%

TIPX vs DES - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TIPX	DES
2026	+1.92%	+15.52%
2025	+7.03%	+0.96%
2024	+3.25%	+9.71%
2023	+4.32%	+16.28%
2022	-7.43%	-11.65%
2021	+5.29%	+27.88%
2020	+8.13%	-3.69%
2019	+6.48%	+19.33%
2018	-0.21%	-13.42%
2017	+1.64%	+8.08%
2016	+2.89%	+33.60%
2015	-0.07%	-5.29%
2014	+0.56%	+8.94%
2013	-3.58%	+32.90%
2012	N/A	+16.16%
2011	N/A	-3.63%
2010	N/A	+24.59%
2009	N/A	+20.08%
2008	N/A	-27.07%
2007	N/A	-12.85%
2006	N/A	+16.40%

TIPX vs DES Drawdown Comparison

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

The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.

The current TIPX drawdown is -0.10%. The current DES drawdown is -0.51%.

Rank	TIPX	DES
#1	-10.04% Mar 8, 2022 - Sep 16, 2024	-65.45% Jun 4, 2007 - Feb 3, 2012
#2	-7.96% Mar 5, 2020 - May 28, 2020	-45.63% Aug 21, 2018 - Jan 14, 2021
#3	-5.26% Aug 15, 2014 - Jun 10, 2016	-25.16% Nov 25, 2024 - Feb 4, 2026
#4	-4.95% Jun 5, 2013 - Jun 30, 2014	-21.70% Jan 4, 2022 - Dec 14, 2023
#5	-3.97% Jul 6, 2016 - Mar 8, 2019	-19.34% Jun 23, 2015 - Apr 26, 2016
#6	-3.49% Nov 17, 2021 - Mar 7, 2022	-9.64% Jan 23, 2018 - Jun 4, 2018
#7	-2.32% Sep 24, 2024 - Feb 24, 2025	-9.47% Jul 1, 2014 - Nov 5, 2014
#8	-2.03% Apr 3, 2025 - Jun 25, 2025	-9.36% Jun 8, 2021 - Nov 3, 2021
#9	-1.78% Feb 11, 2021 - Apr 26, 2021	-9.15% Apr 2, 2012 - Jul 3, 2012
#10	-1.41% Aug 28, 2019 - Jan 2, 2020	-9.09% Sep 14, 2012 - Dec 20, 2012
#11	-1.29% Mar 17, 2026 - Apr 14, 2026	-8.96% Jul 31, 2024 - Oct 16, 2024
#12	-1.13% Jun 30, 2014 - Aug 14, 2014	-8.17% Nov 15, 2021 - Jan 4, 2022
#13	-1.06% Jun 10, 2021 - Jul 2, 2021	-7.64% Feb 20, 2026 - Apr 9, 2026
#14	-1.03% Aug 3, 2021 - Sep 9, 2021	-7.50% Dec 27, 2023 - Mar 28, 2024
#15	-0.99% Sep 9, 2021 - Oct 25, 2021	-7.44% Sep 7, 2016 - Nov 11, 2016

Correlation

Correlation between TIPX and DES is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (2006 - 2026)

TIPX vs DES dividend yield comparison.

Year	TIPX	DES
2026	1.02%	0.41%
2025	3.78%	2.85%
2024	3.57%	2.81%
2023	3.56%	2.65%
2022	6.08%	2.89%
2021	4.26%	2.31%
2020	1.73%	2.75%
2019	2.53%	2.68%
2018	1.90%	3.65%
2017	2.84%	2.89%
2016	1.04%	2.70%
2015	0.06%	3.09%
2014	1.52%	2.68%
2013	0.25%	2.45%
2012	0.00%	4.04%
2011	0.00%	3.38%
2010	0.00%	3.57%
2009	0.00%	3.60%
2008	0.00%	6.09%
2007	0.00%	3.78%
2006	0.00%	1.82%