TIPX vs SPY

Comparison between SPDR BLOOMBERG 1-10 YEAR TIPS ETF (TIPX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed TIPX, delivering a return of +13.3% compared to +2.3%

TIPX vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPX(ETF)	SPY(ETF)
Net Assets	$1.90B	$652B
Expense Ratio	0.15%	0.09%
Max Drawdown	16.71%	56.47%
Sharpe Ratio	0.45	2.07
5Y Beta	0.01	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	18.23%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

TIPX

$1.90B

Winner

SPY

$652B

Expense Ratio

TIPX

0.15%

Winner

SPY

0.09%

Max Drawdown

Winner

TIPX

16.71%

SPY

56.47%

Sharpe Ratio

TIPX

0.45

Winner

SPY

2.07

5Y Beta

Winner

TIPX

0.01

SPY

1.00

P/E Ratio

TIPX

N/A

SPY

28.24

Forward P/E

TIPX

N/A

SPY

21.85

5Y Dividends CAGR

Winner

TIPX

18.23%

SPY

5.43%

5Y EPS CAGR

TIPX

N/A

SPY

25.79%

Debt to Equity

TIPX

N/A

SPY

22.35%

P/S Ratio

TIPX

N/A

SPY

3.55

P/B Ratio

TIPX

N/A

SPY

5.29

TIPX vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	TIPX	SPY
1 month	+0.97%	+9.11%
3 months	+1.29%	+6.59%
6 months	+1.93%	+10.56%
1 year	+5.19%	+32.04%
5 years(CAGR)	+2.31%	+13.35%
10 years(CAGR)	+2.99%	+15.49%
Max(CAGR)	+2.33%	+8.50%

TIPX

+0.97%

Winner

SPY

+9.11%

TIPX

+1.29%

Winner

SPY

+6.59%

TIPX

+1.93%

Winner

SPY

+10.56%

TIPX

+5.19%

Winner

SPY

+32.04%

5Y(CAGR)

TIPX

+2.31%

Winner

SPY

+13.35%

10Y(CAGR)

TIPX

+2.99%

Winner

SPY

+15.49%

Max(CAGR)

TIPX

+2.33%

Winner

SPY

+8.50%

TIPX vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TIPX	SPY
2026	+1.92%	+8.27%
2025	+7.03%	+18.00%
2024	+3.25%	+25.59%
2023	+4.32%	+26.72%
2022	-7.43%	-18.64%
2021	+5.29%	+30.52%
2020	+8.13%	+17.28%
2019	+6.48%	+31.09%
2018	-0.21%	-5.24%
2017	+1.64%	+20.78%
2016	+2.89%	+13.59%
2015	-0.07%	+1.31%
2014	+0.56%	+14.56%
2013	-3.58%	+29.00%
2012	N/A	+14.17%
2011	N/A	+0.85%
2010	N/A	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

TIPX vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current TIPX drawdown is -0.10%.

Rank	TIPX	SPY
#1	-10.04% Mar 8, 2022 - Sep 16, 2024	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-7.96% Mar 5, 2020 - May 28, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-5.26% Aug 15, 2014 - Jun 10, 2016	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-4.95% Jun 5, 2013 - Jun 30, 2014	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-3.97% Jul 6, 2016 - Mar 8, 2019	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-3.49% Nov 17, 2021 - Mar 7, 2022	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-2.32% Sep 24, 2024 - Feb 24, 2025	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-2.03% Apr 3, 2025 - Jun 25, 2025	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-1.78% Feb 11, 2021 - Apr 26, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-1.41% Aug 28, 2019 - Jan 2, 2020	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-1.29% Mar 17, 2026 - Apr 14, 2026	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-1.13% Jun 30, 2014 - Aug 14, 2014	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-1.06% Jun 10, 2021 - Jul 2, 2021	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-1.03% Aug 3, 2021 - Sep 9, 2021	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.99% Sep 9, 2021 - Oct 25, 2021	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.96

-101

Dividend Comparison (1999 - 2026)

TIPX vs SPY dividend yield comparison.

Year	TIPX	SPY
2026	1.02%	0.24%
2025	3.78%	1.07%
2024	3.57%	1.21%
2023	3.56%	1.40%
2022	6.08%	1.65%
2021	4.26%	1.20%
2020	1.73%	1.52%
2019	2.53%	1.75%
2018	1.90%	2.04%
2017	2.84%	1.80%
2016	1.04%	2.03%
2015	0.06%	2.06%
2014	1.52%	1.87%
2013	0.25%	1.81%
2012	0.00%	2.18%
2011	0.00%	2.05%
2010	0.00%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%