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TIPX
-0.01 · -0.06%
$19.15 · NYSE ARCA

SPDR® Bloomberg 1-10 Year TIPS ETF (TIPX) ETF Analysis | Short-Term Inflation-Protected Bond

State Street Investment Management · United States
AUM:$1.8B
#– of – in Short-Term Inflation-Protected Bond ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 5.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.15% — among the lowest available for this category.

What is TIPX?

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
TIPX returned 5.6% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.15% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 33.3% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.8B
Expense Ratio0.15%
Dividend Yield3.76%
Holdings9
Inception DateMay 2013
DomicileUnited States
DistributionNA
Index–
ProviderState Street Investment Management
Beta0.53
CategoryShort-Term Inflation-Protected Bond
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.5%
1Y
-2.0%
3Y
+11.1%
5Y
+5.2%
OpenBook InsightIf you had invested £10,000 in TIPX 5 years ago, it would have grown to £10,517 — a gain of £517.

Annual Returns

Calendar year performance

TIPX delivered positive returns in 3 of the last 5 calendar years.
YearTIPX
2026 YTD-2.2%
2025+7.0%
2024+3.3%
2023+4.3%
2022-7.4%
CAGR 4yr+1.6%
3/5 positive yearsAvg return: +1.0%Worst year: -7.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.2%
Low
Momentum
-0.9%
30-day change
Support Level
18.58
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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