TIPZ vs CVSM

Comparison between PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND (TIPZ, ETF) and CRESALTA SMALL AND MID-CAP ETF (CVSM, ETF).

TIPZ vs CVSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPZ(ETF)	CVSM(ETF)
Net Assets	$92M	$92M
Expense Ratio	0.20%	0.55%
Max Drawdown	24.55%	1.14%
Sharpe Ratio	0.30	5.53
5Y Beta	0.03	0.52
P/E Ratio	N/A	30.65
Forward P/E	N/A	14.85
5Y Dividends CAGR	15.60%	N/A
5Y EPS CAGR	N/A	3.91%
Debt to Equity	N/A	70.70%
P/S Ratio	N/A	1.14
P/B Ratio	N/A	2.00

Net Assets

Winner

TIPZ

$92M

CVSM

$92M

Expense Ratio

Winner

TIPZ

0.20%

CVSM

0.55%

Max Drawdown

TIPZ

24.55%

Winner

CVSM

1.14%

Sharpe Ratio

TIPZ

0.30

Winner

CVSM

5.53

5Y Beta

Winner

TIPZ

0.03

CVSM

0.52

P/E Ratio

TIPZ

N/A

CVSM

30.65

Forward P/E

TIPZ

N/A

CVSM

14.85

5Y Dividends CAGR

TIPZ

15.60%

CVSM

N/A

5Y EPS CAGR

TIPZ

N/A

CVSM

3.91%

Debt to Equity

TIPZ

N/A

CVSM

70.70%

P/S Ratio

TIPZ

N/A

CVSM

1.14

P/B Ratio

TIPZ

N/A

CVSM

2.00

TIPZ vs CVSM - Historical Returns

Returns include dividend reinvestment.

Period	TIPZ	CVSM
1 month	-0.24%	+4.67%
3 months	+0.36%	N/A
6 months	+1.35%	N/A
1 year	+4.63%	N/A
5 years(CAGR)	+0.68%	N/A
10 years(CAGR)	+2.42%	N/A
Max(CAGR)	+3.04%	+94.78%

TIPZ

-0.24%

Winner

CVSM

+4.67%

TIPZ

+0.36%

CVSM

N/A

TIPZ

+1.35%

CVSM

N/A

TIPZ

+4.63%

CVSM

N/A

5Y(CAGR)

TIPZ

+0.68%

CVSM

N/A

10Y(CAGR)

TIPZ

+2.42%

CVSM

N/A

Max(CAGR)

TIPZ

+3.04%

Winner

CVSM

+94.78%

TIPZ vs CVSM - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	TIPZ	CVSM
2026	+1.32%	+4.67%
2025	+5.75%	N/A
2024	+1.57%	N/A
2023	+3.27%	N/A
2022	-11.94%	N/A
2021	+5.26%	N/A
2020	+10.59%	N/A
2019	+8.60%	N/A
2018	-1.48%	N/A
2017	+2.83%	N/A
2016	+4.48%	N/A
2015	-3.23%	N/A
2014	+4.22%	N/A
2013	-9.03%	N/A
2012	+6.85%	N/A
2011	+13.98%	N/A
2010	+5.97%	N/A
2009	+2.89%	N/A

TIPZ vs CVSM Drawdown Comparison

The maximum drawdown for TIPZ was -15.74%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

The maximum drawdown for CVSM was -1.14%, occurring on May 19, 2026. Recovery took 2 trading sessions.

The current TIPZ drawdown is -1.63%.

Rank	TIPZ	CVSM
#1	-15.74% Nov 9, 2021 - Oct 10, 2022	-1.14% May 18, 2026 - May 20, 2026
#2	-11.72% Dec 10, 2012 - Mar 29, 2019	-0.76% Jun 9, 2026 - Jun 11, 2026
#3	-10.48% Mar 6, 2020 - Apr 28, 2020	-0.65% May 26, 2026 - Jun 2, 2026
#4	-5.77% Oct 25, 2010 - Apr 19, 2011	-0.40% Jun 4, 2026 - Jun 9, 2026
#5	-3.61% Aug 10, 2011 - Nov 1, 2011	-0.36% Jun 2, 2026 - Jun 4, 2026
#6	-3.36% Jan 28, 2021 - May 5, 2021	N/A
#7	-2.56% Aug 29, 2019 - Jan 24, 2020	N/A
#8	-2.55% Aug 1, 2012 - Sep 14, 2012	N/A
#9	-2.25% Nov 25, 2009 - Apr 27, 2010	N/A
#10	-1.96% Jan 31, 2012 - Apr 17, 2012	N/A
#11	-1.64% Oct 27, 2021 - Nov 8, 2021	N/A
#12	-1.63% Nov 7, 2011 - Jan 17, 2012	N/A
#13	-1.61% Sep 9, 2021 - Oct 26, 2021	N/A
#14	-1.59% Sep 2, 2020 - Dec 3, 2020	N/A
#15	-1.50% Oct 8, 2012 - Oct 26, 2012	N/A

Correlation

Correlation between TIPZ and CVSM is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101