TIPX vs TLTW

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG 1-10 YEAR TIPS ETF (TIPX, ETF) and ISHARES 20+ YEAR TREASURY BOND BUYWRITE STRATEGY ETF (TLTW, ETF).

TIPX vs TLTW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPX(ETF)	TLTW(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.15%	0.35%
Max Drawdown	16.71%	45.81%
Sharpe Ratio	-0.08	0.73
5Y Beta	0.01	0.09
5Y Dividends CAGR	14.41%	N/A

Net Assets

TIPX

$1.90B

Winner

TLTW

$2B

Expense Ratio

Winner

TIPX

0.15%

TLTW

0.35%

Max Drawdown

Winner

TIPX

16.71%

TLTW

45.81%

Sharpe Ratio

TIPX

-0.08

Winner

TLTW

0.73

5Y Beta

Winner

TIPX

0.01

TLTW

0.09

5Y Dividends CAGR

TIPX

14.41%

TLTW

N/A

TIPX vs TLTW - Historical Returns

Returns include dividend reinvestment.

Period	TIPX	TLTW
1 month	-0.32%	+2.22%
3 months	+0.33%	+1.54%
6 months	+0.97%	+2.13%
1 year	+3.45%	+9.01%
5 years(CAGR)	+2.13%	N/A
10 years(CAGR)	+2.85%	N/A
Max(CAGR)	+2.22%	-0.04%

TIPX

-0.32%

Winner

TLTW

+2.22%

TIPX

+0.33%

Winner

TLTW

+1.54%

TIPX

+0.97%

Winner

TLTW

+2.13%

TIPX

+3.45%

Winner

TLTW

+9.01%

5Y(CAGR)

TIPX

+2.13%

TLTW

N/A

10Y(CAGR)

TIPX

+2.85%

TLTW

N/A

Max(CAGR)

Winner

TIPX

+2.22%

TLTW

-0.04%

TIPX vs TLTW - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	TIPX	TLTW
2026	+0.81%	+2.45%
2025	+7.03%	+11.03%
2024	+3.25%	-1.97%
2023	+4.32%	-0.97%
2022	-7.43%	-11.09%
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 TLTW Drawdown Comparison

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

The maximum drawdown for TLTW was -18.58%, occurring on Oct 19, 2023. Recovery took 870 trading sessions.

The current TIPX drawdown is -1.19%. The current TLTW drawdown is -2.10%.

Rank	TIPX	TLTW
#1	-10.04% Mar 8, 2022 - Sep 16, 2024	-18.58% Aug 26, 2022 - Feb 17, 2026
#2	-7.96% Mar 5, 2020 - May 28, 2020	-5.97% Feb 27, 2026 - May 19, 2026
#3	-5.26% Aug 15, 2014 - Jun 10, 2016	-0.98% Aug 22, 2022 - Aug 25, 2022
#4	-4.95% Jun 5, 2013 - Jun 30, 2014	-0.21% Feb 19, 2026 - Feb 23, 2026
#5	-3.97% Jul 6, 2016 - Mar 8, 2019	-0.13% Feb 17, 2026 - Feb 19, 2026
#6	-3.49% Nov 17, 2021 - Mar 7, 2022	N/A
#7	-2.32% Sep 24, 2024 - Feb 24, 2025	N/A
#8	-2.03% Apr 3, 2025 - Jun 25, 2025	N/A
#9	-1.78% Feb 11, 2021 - Apr 26, 2021	N/A
#10	-1.41% Aug 28, 2019 - Jan 2, 2020	N/A
#11	-1.29% Mar 17, 2026 - Apr 14, 2026	N/A
#12	-1.19% May 1, 2026 - Jun 23, 2026	N/A
#13	-1.13% Jun 30, 2014 - Aug 14, 2014	N/A
#14	-1.06% Jun 10, 2021 - Jul 2, 2021	N/A
#15	-1.03% Aug 3, 2021 - Sep 9, 2021	N/A

Correlation

Correlation between TIPX and TLTW is 0.50 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.50

-101

Dividend Comparison (2013 - 2026)

TIPX vs TLTW dividend yield comparison.

Year	TIPX	TLTW
2026	2.16%	4.17%
2025	3.78%	14.82%
2024	3.57%	14.47%
2023	3.56%	19.59%
2022	6.08%	8.71%
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%