IWS vs STIP

Comparison between ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF) and ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF).

5-Year PerformanceIWS has outperformed STIP, delivering a return of +8.4% compared to +3.5%

IWS vs STIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWS(ETF)	STIP(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.23%	0.03%
Max Drawdown	63.92%	10.26%
Sharpe Ratio	1.61	0.60
5Y Beta	0.82	-0.00
P/E Ratio	25.74	N/A
Forward P/E	17.07	N/A
5Y Dividends CAGR	7.60%	22.62%
5Y EPS CAGR	12.18%	N/A
Debt to Equity	0.97%	N/A
P/S Ratio	1.68	N/A
P/B Ratio	2.75	N/A

Net Assets

IWS

$15B

Winner

STIP

$15B

Expense Ratio

IWS

0.23%

Winner

STIP

0.03%

Max Drawdown

IWS

63.92%

Winner

STIP

10.26%

Sharpe Ratio

Winner

IWS

1.61

STIP

0.60

5Y Beta

IWS

0.82

Winner

STIP

-0.00

P/E Ratio

IWS

25.74

STIP

N/A

Forward P/E

IWS

17.07

STIP

N/A

5Y Dividends CAGR

IWS

7.60%

Winner

STIP

22.62%

5Y EPS CAGR

IWS

12.18%

STIP

N/A

Debt to Equity

IWS

0.97%

STIP

N/A

P/S Ratio

IWS

1.68

STIP

N/A

P/B Ratio

IWS

2.75

STIP

N/A

IWS vs STIP - Historical Returns

Returns include dividend reinvestment.

Period	IWS	STIP
1 month	+4.64%	+0.78%
3 months	+4.23%	+1.56%
6 months	+14.07%	+2.10%
1 year	+24.66%	+5.13%
5 years(CAGR)	+8.37%	+3.46%
10 years(CAGR)	+10.27%	+3.20%
Max(CAGR)	+9.81%	+2.42%

Winner

IWS

+4.64%

STIP

+0.78%

Winner

IWS

+4.23%

STIP

+1.56%

Winner

IWS

+14.07%

STIP

+2.10%

Winner

IWS

+24.66%

STIP

+5.13%

5Y(CAGR)

Winner

IWS

+8.37%

STIP

+3.46%

10Y(CAGR)

Winner

IWS

+10.27%

STIP

+3.20%

Max(CAGR)

Winner

IWS

+9.81%

STIP

+2.42%

IWS vs STIP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IWS	STIP
2026	+11.50%	+2.05%
2025	+11.21%	+5.96%
2024	+13.15%	+4.84%
2023	+12.89%	+4.59%
2022	-12.25%	-2.92%
2021	+30.37%	+5.58%
2020	+5.02%	+5.02%
2019	+27.04%	+4.87%
2018	-12.90%	+0.52%
2017	+12.25%	+0.75%
2016	+20.88%	+2.66%
2015	-5.09%	-0.19%
2014	+15.69%	-1.27%
2013	+30.20%	-1.75%
2012	+17.01%	+2.10%
2011	-2.83%	+4.36%
2010	+22.53%	+0.22%
2009	+30.81%	N/A
2008	-37.02%	N/A
2007	-1.77%	N/A
2006	+18.55%	N/A
2005	+14.38%	N/A
2004	+23.59%	N/A
2003	+34.22%	N/A
2002	-10.03%	N/A
2001	+2.75%	N/A

IWS vs STIP Drawdown Comparison

The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.

The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.

The current IWS drawdown is -0.41%.

Rank	IWS	STIP
#1	-62.39% Jun 4, 2007 - Sep 6, 2012	-5.49% Mar 11, 2022 - Dec 14, 2023
#2	-43.83% Feb 20, 2020 - Nov 24, 2020	-5.29% Mar 5, 2020 - May 29, 2020
#3	-30.36% Apr 10, 2002 - Sep 2, 2003	-3.85% Sep 14, 2012 - Apr 13, 2017
#4	-21.22% Jan 4, 2022 - Feb 29, 2024	-2.00% Nov 17, 2021 - Feb 28, 2022
#5	-20.75% Sep 21, 2018 - Jul 5, 2019	-1.61% Aug 1, 2011 - Nov 4, 2011
#6	-20.57% Nov 25, 2024 - Aug 22, 2025	-1.01% Nov 7, 2011 - Jan 27, 2012
#7	-19.03% Mar 20, 2015 - Jun 7, 2016	-0.98% Mar 9, 2012 - Aug 31, 2012
#8	-17.20% Aug 3, 2001 - Jan 4, 2002	-0.98% Apr 13, 2017 - Sep 7, 2017
#9	-9.60% Jan 26, 2018 - Aug 29, 2018	-0.97% Feb 1, 2011 - Feb 22, 2011
#10	-8.91% Mar 5, 2004 - Sep 7, 2004	-0.95% Apr 3, 2025 - Apr 28, 2025
#11	-8.62% Sep 5, 2014 - Nov 10, 2014	-0.88% Aug 24, 2018 - Jan 30, 2019
#12	-7.80% May 10, 2006 - Sep 26, 2006	-0.84% Apr 30, 2025 - Jun 26, 2025
#13	-7.54% Mar 2, 2026 - Apr 16, 2026	-0.76% Sep 24, 2024 - Jan 15, 2025
#14	-7.25% Mar 7, 2005 - Jun 13, 2005	-0.69% Mar 17, 2026 - Apr 13, 2026
#15	-7.19% May 20, 2013 - Jul 12, 2013	-0.69% Dec 6, 2010 - Jan 3, 2011

Correlation

Correlation between IWS and STIP is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2001 - 2026)

IWS vs STIP dividend yield comparison.

Year	IWS	STIP
2026	0.28%	0.76%
2025	1.53%	4.11%
2024	1.50%	2.62%
2023	1.76%	2.84%
2022	1.93%	6.04%
2021	1.39%	4.15%
2020	1.87%	1.40%
2019	1.97%	2.06%
2018	2.53%	2.44%
2017	1.96%	1.59%
2016	2.10%	0.89%
2015	2.14%	0.00%
2014	1.84%	0.74%
2013	1.71%	0.31%
2012	2.09%	1.05%
2011	2.12%	2.47%
2010	1.95%	0.07%
2009	2.09%	0.00%
2008	3.09%	0.00%
2007	2.29%	0.00%
2006	1.83%	0.00%
2005	1.95%	0.00%
2004	1.54%	0.00%
2003	1.70%	0.00%
2002	1.91%	0.00%
2001	0.86%	0.00%