TIPZ vs SPY
Comparison between PIMCO BROAD U.S. TIPS INDEX EXCHANGE-TRADED FUND (TIPZ, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed TIPZ, delivering a return of +13.3% compared to +0.7%
TIPZ vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TIPZ vs SPY - Historical Returns
Returns include dividend reinvestment.
TIPZ vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TIPZ | SPY |
|---|---|---|
| 2026 | +1.10% | +8.26% |
| 2025 | +5.75% | +18.00% |
| 2024 | +1.57% | +25.59% |
| 2023 | +3.27% | +26.72% |
| 2022 | -11.94% | -18.64% |
| 2021 | +5.26% | +30.52% |
| 2020 | +10.59% | +17.28% |
| 2019 | +8.60% | +31.09% |
| 2018 | -1.48% | -5.24% |
| 2017 | +2.83% | +20.78% |
| 2016 | +4.48% | +13.59% |
| 2015 | -3.23% | +1.31% |
| 2014 | +4.22% | +14.56% |
| 2013 | -9.03% | +29.00% |
| 2012 | +6.85% | +14.17% |
| 2011 | +13.98% | +0.85% |
| 2010 | +5.97% | +13.14% |
| 2009 | +2.89% | +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% |
TIPZ vs SPY 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 SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current TIPZ drawdown is -1.83%. The current SPY drawdown is -2.90%.
| Rank | TIPZ | SPY |
|---|---|---|
| #1 | -15.74% Nov 9, 2021 - Oct 10, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -11.72% Dec 10, 2012 - Mar 29, 2019 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -10.48% Mar 6, 2020 - Apr 28, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -5.77% Oct 25, 2010 - Apr 19, 2011 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -3.61% Aug 10, 2011 - Nov 1, 2011 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -3.36% Jan 28, 2021 - May 5, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -2.56% Aug 29, 2019 - Jan 24, 2020 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -2.55% Aug 1, 2012 - Sep 14, 2012 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -2.25% Nov 25, 2009 - Apr 27, 2010 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -1.96% Jan 31, 2012 - Apr 17, 2012 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -1.64% Oct 27, 2021 - Nov 8, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -1.63% Nov 7, 2011 - Jan 17, 2012 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.61% Sep 9, 2021 - Oct 26, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.59% Sep 2, 2020 - Dec 3, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.50% Oct 8, 2012 - Oct 26, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between TIPZ and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
TIPZ vs SPY dividend yield comparison.
| Year | TIPZ | SPY |
|---|---|---|
| 2026 | 2.41% | 0.24% |
| 2025 | 4.74% | 1.07% |
| 2024 | 4.44% | 1.21% |
| 2023 | 4.69% | 1.40% |
| 2022 | 7.14% | 1.65% |
| 2021 | 4.41% | 1.20% |
| 2020 | 1.47% | 1.52% |
| 2019 | 1.65% | 1.75% |
| 2018 | 2.23% | 2.04% |
| 2017 | 1.70% | 1.80% |
| 2016 | 1.06% | 2.03% |
| 2015 | 0.56% | 2.06% |
| 2014 | 1.09% | 1.87% |
| 2013 | 0.73% | 1.81% |
| 2012 | 1.67% | 2.18% |
| 2011 | 3.55% | 2.05% |
| 2010 | 2.54% | 1.80% |
| 2009 | 0.70% | 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% |
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