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TIPZ
-0.06 · -0.11%
$53.23 · NYSE ARCA

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ) ETF Analysis | Inflation-Protected Bond

PIMCO · United States
AUM:$90.6M
#– of – in 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

TIPZ returned +4.7% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.20% — competitive for the exposure provided.

What is TIPZ?

The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the ICE BofA U. Inflation-Linked Treasury Index (the underlying index).

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
TIPZ returned 4.7% over the past year.
Competitive Expense Ratio
Expense ratio of 0.20% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 53.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$90.6M
Expense Ratio0.20%
Dividend Yield4.67%
Holdings8
Inception DateSept 2009
DomicileUnited States
DistributionNA
Index–
ProviderPIMCO
Beta0.73
CategoryInflation-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
-5.0%
1Y
-2.9%
3Y
+8.2%
5Y
-3.4%
OpenBook InsightIf you had invested £10,000 in TIPZ 5 years ago, it would have fallen to £9,665 — a loss of £335.

Annual Returns

Calendar year performance

TIPZ delivered positive returns in 3 of the last 5 calendar years.
YearTIPZ
2026 YTD-3.2%
2025+5.7%
2024+1.6%
2023+3.8%
2022-12.0%
CAGR 4yr-0.5%
3/5 positive yearsAvg return: -0.8%Worst year: -12.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.7%
Low
Momentum
-1.0%
30-day change
Support Level
50.95
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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