TIPX vs TAGG

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

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

TIPX vs TAGG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

TIPX

$1.90B

TAGG

$1.90B

Expense Ratio

TIPX

0.15%

Winner

TAGG

0.08%

Max Drawdown

Winner

TIPX

16.71%

TAGG

21.31%

Sharpe Ratio

Winner

TIPX

0.23

TAGG

0.14

5Y Beta

Winner

TIPX

0.01

TAGG

0.02

5Y Dividends CAGR

TIPX

14.41%

TAGG

N/A

TIPX vs TAGG - Historical Returns

Returns include dividend reinvestment.

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

TIPX

-0.46%

Winner

TAGG

-0.21%

Winner

TIPX

+0.29%

TAGG

-1.09%

Winner

TIPX

+1.21%

TAGG

+0.28%

Winner

TIPX

+4.60%

TAGG

+4.53%

5Y(CAGR)

Winner

TIPX

+2.18%

TAGG

+0.18%

10Y(CAGR)

TIPX

+2.90%

TAGG

N/A

Max(CAGR)

Winner

TIPX

+2.27%

TAGG

+0.18%

TIPX vs TAGG - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	TIPX	TAGG
2026	+1.29%	-0.08%
2025	+7.03%	+7.35%
2024	+3.25%	+2.10%
2023	+4.32%	+5.30%
2022	-7.43%	-12.04%
2021	+5.29%	+0.01%
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 TAGG Drawdown Comparison

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

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

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

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

Correlation

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

0.91

-101

Dividend Comparison (2013 - 2026)

TIPX vs TAGG dividend yield comparison.

Year	TIPX	TAGG
2026	2.15%	1.87%
2025	3.78%	4.36%
2024	3.57%	4.36%
2023	3.56%	3.48%
2022	6.08%	3.67%
2021	4.26%	0.33%
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%