TIPZ vs FXA

Comparison between PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND (TIPZ, ETF) and Invesco CurrencyShares Australian Dollar Trust (FXA, ETF).

5-Year PerformanceTIPZ has outperformed FXA, delivering a return of +0.7% compared to -1.1%

TIPZ vs FXA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIPZ(ETF)	FXA(ETF)
Net Assets	$106M	$106M
Expense Ratio	0.20%	0.40%
Max Drawdown	24.55%	47.90%
Sharpe Ratio	0.14	0.72
5Y Beta	0.03	0.25
5Y Dividends CAGR	15.60%	N/A

Net Assets

TIPZ

$106M

Winner

FXA

$106M

Expense Ratio

Winner

TIPZ

0.20%

FXA

0.40%

Max Drawdown

Winner

TIPZ

24.55%

FXA

47.90%

Sharpe Ratio

TIPZ

0.14

Winner

FXA

0.72

5Y Beta

Winner

TIPZ

0.03

FXA

0.25

5Y Dividends CAGR

TIPZ

15.60%

FXA

N/A

TIPZ vs FXA - Historical Returns

Returns include dividend reinvestment.

Period	TIPZ	FXA
1 month	-0.38%	-1.79%
3 months	-0.17%	+0.70%
6 months	+0.90%	+6.63%
1 year	+4.50%	+9.30%
5 years(CAGR)	+0.69%	-1.11%
10 years(CAGR)	+2.45%	+0.16%
Max(CAGR)	+3.03%	+1.74%

Winner

TIPZ

-0.38%

FXA

-1.79%

TIPZ

-0.17%

Winner

FXA

+0.70%

TIPZ

+0.90%

Winner

FXA

+6.63%

TIPZ

+4.50%

Winner

FXA

+9.30%

5Y(CAGR)

Winner

TIPZ

+0.69%

FXA

-1.11%

10Y(CAGR)

Winner

TIPZ

+2.45%

FXA

+0.16%

Max(CAGR)

Winner

TIPZ

+3.03%

FXA

+1.74%

TIPZ vs FXA - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	TIPZ	FXA
2026	+1.10%	+5.65%
2025	+5.75%	+8.81%
2024	+1.57%	-6.94%
2023	+3.27%	+2.43%
2022	-11.94%	-5.42%
2021	+5.26%	-5.63%
2020	+10.59%	+10.01%
2019	+8.60%	+0.73%
2018	-1.48%	-9.19%
2017	+2.83%	+8.86%
2016	+4.48%	+1.31%
2015	-3.23%	-8.71%
2014	+4.22%	-6.72%
2013	-9.03%	-13.31%
2012	+6.85%	+3.23%
2011	+13.98%	+4.61%
2010	+5.97%	+16.03%
2009	+2.89%	+29.45%
2008	N/A	-14.79%
2007	N/A	+16.79%
2006	N/A	+10.78%

TIPZ vs FXA 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 FXA was -40.97%, occurring on Mar 19, 2020. This drawdown has not yet recovered.

The current TIPZ drawdown is -1.83%. The current FXA drawdown is -25.31%.

Rank	TIPZ	FXA
#1	-15.74% Nov 9, 2021 - Oct 10, 2022	-40.97% Apr 11, 2013 - Mar 19, 2020
#2	-11.72% Dec 10, 2012 - Mar 29, 2019	-37.26% Jul 15, 2008 - Nov 16, 2009
#3	-10.48% Mar 6, 2020 - Apr 28, 2020	-12.87% Apr 14, 2010 - Sep 9, 2010
#4	-5.77% Oct 25, 2010 - Apr 19, 2011	-12.72% Jul 27, 2011 - Feb 7, 2012
#5	-3.61% Aug 10, 2011 - Nov 1, 2011	-10.37% Jul 25, 2007 - Sep 26, 2007
#6	-3.36% Jan 28, 2021 - May 5, 2021	-9.47% Mar 1, 2012 - Dec 14, 2012
#7	-2.56% Aug 29, 2019 - Jan 24, 2020	-7.46% Nov 7, 2007 - Feb 19, 2008
#8	-2.55% Aug 1, 2012 - Sep 14, 2012	-7.22% Nov 16, 2009 - Apr 6, 2010
#9	-2.25% Nov 25, 2009 - Apr 27, 2010	-5.41% Nov 4, 2010 - Dec 29, 2010
#10	-1.96% Jan 31, 2012 - Apr 17, 2012	-5.24% Feb 28, 2008 - Apr 22, 2008
#11	-1.64% Oct 27, 2021 - Nov 8, 2021	-4.20% Apr 29, 2011 - Jul 26, 2011
#12	-1.63% Nov 7, 2011 - Jan 17, 2012	-3.50% Jan 10, 2013 - Apr 10, 2013
#13	-1.61% Sep 9, 2021 - Oct 26, 2021	-3.47% Feb 28, 2011 - Mar 24, 2011
#14	-1.59% Sep 2, 2020 - Dec 3, 2020	-3.37% Dec 31, 2010 - Feb 25, 2011
#15	-1.50% Oct 8, 2012 - Oct 26, 2012	-3.30% Sep 5, 2006 - Oct 27, 2006

Correlation

Correlation between TIPZ and FXA is -0.50 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.50

-101

Dividend Comparison (2006 - 2026)

TIPZ vs FXA dividend yield comparison.

Year	TIPZ	FXA
2026	2.41%	0.48%
2025	4.74%	1.16%
2024	4.44%	1.66%
2023	4.69%	0.98%
2022	7.14%	0.05%
2021	4.41%	0.00%
2020	1.47%	0.03%
2019	1.65%	0.53%
2018	2.23%	1.04%
2017	1.70%	0.83%
2016	1.06%	1.01%
2015	0.56%	1.52%
2014	1.09%	2.01%
2013	0.73%	2.14%
2012	1.67%	3.10%
2011	3.55%	4.01%
2010	2.54%	3.02%
2009	0.70%	2.07%
2008	0.00%	7.17%
2007	0.00%	5.18%
2006	0.00%	2.23%