EFG vs TIP

Comparison between ISHARES MSCI EAFE GROWTH ETF (EFG, ETF) and iShares TIPS Bond ETF (TIP, ETF).

5-Year PerformanceEFG has outperformed TIP, delivering a return of +4.6% compared to +1.1%

EFG vs TIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EFG(ETF)	TIP(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.34%	0.18%
Max Drawdown	59.71%	21.96%
Sharpe Ratio	0.89	0.31
5Y Beta	0.85	0.04
5Y Dividends CAGR	21.47%	19.66%

Net Assets

EFG

$14B

TIP

$14B

Expense Ratio

EFG

0.34%

Winner

TIP

0.18%

Max Drawdown

EFG

59.71%

Winner

TIP

21.96%

Sharpe Ratio

Winner

EFG

0.89

TIP

0.31

5Y Beta

EFG

0.85

Winner

TIP

0.04

5Y Dividends CAGR

Winner

EFG

21.47%

TIP

19.66%

EFG vs TIP - Historical Returns

Returns include dividend reinvestment.

Period	EFG	TIP
1 month	+3.50%	+0.95%
3 months	+0.84%	+1.08%
6 months	+8.93%	+1.57%
1 year	+19.04%	+5.14%
5 years(CAGR)	+4.56%	+1.10%
10 years(CAGR)	+8.23%	+2.64%
Max(CAGR)	+6.15%	+3.54%

Winner

EFG

+3.50%

TIP

+0.95%

EFG

+0.84%

Winner

TIP

+1.08%

Winner

EFG

+8.93%

TIP

+1.57%

Winner

EFG

+19.04%

TIP

+5.14%

5Y(CAGR)

Winner

EFG

+4.56%

TIP

+1.10%

10Y(CAGR)

Winner

EFG

+8.23%

TIP

+2.64%

Max(CAGR)

Winner

EFG

+6.15%

TIP

+3.54%

EFG vs TIP - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	EFG	TIP
2026	+6.42%	+1.91%
2025	+21.02%	+6.61%
2024	+3.20%	+1.79%
2023	+16.74%	+3.44%
2022	-23.27%	-11.74%
2021	+10.16%	+5.56%
2020	+17.02%	+10.30%
2019	+28.17%	+8.18%
2018	-13.23%	-1.18%
2017	+28.68%	+2.82%
2016	-1.54%	+4.27%
2015	+3.93%	-2.38%
2014	-4.10%	+3.25%
2013	+19.68%	-8.44%
2012	+14.71%	+6.43%
2011	-13.55%	+13.75%
2010	+9.96%	+5.86%
2009	+22.85%	+11.02%
2008	-40.01%	-1.32%
2007	+14.32%	+11.43%
2006	+17.74%	+0.06%
2005	+10.98%	+2.52%
2004	N/A	+8.51%
2003	N/A	-0.02%

EFG vs TIP Drawdown Comparison

The maximum drawdown for EFG was -58.41%, occurring on Mar 9, 2009. Recovery took 1635 trading sessions.

The maximum drawdown for TIP was -14.58%, occurring on Nov 24, 2008. Recovery took 395 trading sessions.

The current EFG drawdown is -0.66%.

Rank	EFG	TIP
#1	-58.41% Oct 31, 2007 - May 1, 2014	-14.58% Mar 10, 2008 - Oct 1, 2009
#2	-35.76% Sep 7, 2021 - May 19, 2025	-14.48% Nov 9, 2021 - Feb 27, 2026
#3	-29.88% Jan 17, 2020 - Jul 22, 2020	-11.20% Mar 6, 2020 - Apr 28, 2020
#4	-20.72% Jan 26, 2018 - Nov 1, 2019	-11.06% Dec 6, 2012 - Mar 20, 2019
#5	-18.90% May 21, 2015 - May 2, 2017	-6.30% Mar 17, 2004 - Sep 27, 2004
#6	-16.38% May 9, 2006 - Nov 30, 2006	-5.77% Oct 14, 2010 - Apr 19, 2011
#7	-13.53% Jul 3, 2014 - Apr 23, 2015	-3.84% Jun 1, 2005 - Aug 4, 2006
#8	-12.78% Feb 25, 2026 - Mar 27, 2026	-3.79% Aug 10, 2011 - Nov 2, 2011
#9	-12.13% Jul 12, 2007 - Sep 27, 2007	-3.39% Dec 4, 2006 - Mar 21, 2007
#10	-7.80% Feb 16, 2021 - Apr 15, 2021	-3.16% Feb 9, 2005 - Apr 20, 2005
#11	-7.72% Feb 26, 2007 - Mar 21, 2007	-3.15% Apr 30, 2007 - Jul 26, 2007
#12	-7.08% Oct 12, 2020 - Nov 5, 2020	-2.99% Jan 28, 2021 - May 5, 2021
#13	-6.95% Oct 27, 2025 - Jan 5, 2026	-2.94% Nov 26, 2007 - Jan 3, 2008
#14	-5.44% Jul 23, 2025 - Sep 11, 2025	-2.55% Nov 27, 2009 - Apr 29, 2010
#15	-5.20% Sep 29, 2005 - Dec 1, 2005	-2.46% Aug 29, 2019 - Jan 3, 2020

Correlation

Correlation between EFG and TIP is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2003 - 2026)

EFG vs TIP dividend yield comparison.

Year	EFG	TIP
2026	0.00%	0.50%
2025	2.53%	3.46%
2024	1.64%	2.52%
2023	1.63%	2.73%
2022	1.27%	6.96%
2021	1.54%	4.28%
2020	0.85%	1.17%
2019	1.69%	1.75%
2018	1.98%	2.71%
2017	1.56%	2.07%
2016	2.20%	1.48%
2015	1.75%	0.34%
2014	2.34%	1.67%
2013	1.86%	1.15%
2012	2.29%	2.22%
2011	2.48%	4.10%
2010	1.78%	2.50%
2009	2.09%	3.89%
2008	2.91%	6.30%
2007	0.94%	4.25%
2006	1.01%	4.32%
2005	0.41%	5.42%
2004	0.00%	3.92%
2003	0.00%	0.12%