IWS vs TIP
Comparison between ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF) and ISHARES TIPS BOND ETF (TIP, ETF).
5-Year PerformanceIWS has outperformed TIP, delivering a return of +9.1% compared to +0.8%
IWS vs TIP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWS vs TIP - Historical Returns
Returns include dividend reinvestment.
IWS vs TIP - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IWS | TIP |
|---|---|---|
| 2026 | +14.50% | +0.78% |
| 2025 | +11.21% | +6.61% |
| 2024 | +13.15% | +1.79% |
| 2023 | +12.89% | +3.44% |
| 2022 | -12.25% | -11.74% |
| 2021 | +30.37% | +5.56% |
| 2020 | +5.02% | +10.30% |
| 2019 | +27.04% | +8.18% |
| 2018 | -12.90% | -1.18% |
| 2017 | +12.25% | +2.82% |
| 2016 | +20.88% | +4.27% |
| 2015 | -5.09% | -2.38% |
| 2014 | +15.69% | +3.25% |
| 2013 | +30.20% | -8.44% |
| 2012 | +17.01% | +6.43% |
| 2011 | -2.83% | +13.75% |
| 2010 | +22.53% | +5.86% |
| 2009 | +30.81% | +11.02% |
| 2008 | -35.90% | -1.32% |
| 2007 | +2.51% | +11.43% |
| 2006 | +23.22% | +0.06% |
| 2005 | +19.05% | +2.52% |
| 2004 | +27.84% | +8.51% |
| 2003 | +39.56% | -0.02% |
| 2002 | -6.81% | N/A |
| 2001 | +4.66% | N/A |
IWS vs TIP Drawdown Comparison
The maximum drawdown for IWS was -60.47%, occurring on Mar 9, 2009. Recovery took 905 trading sessions.
The maximum drawdown for TIP was -14.58%, occurring on Nov 24, 2008. Recovery took 395 trading sessions.
The current IWS drawdown is -1.24%. The current TIP drawdown is -1.11%.
| Rank | IWS | TIP |
|---|---|---|
| #1 | -60.47% Jul 13, 2007 - Feb 14, 2011 | -14.58% Mar 10, 2008 - Oct 1, 2009 |
| #2 | -43.83% Feb 20, 2020 - Nov 24, 2020 | -14.48% Nov 9, 2021 - Feb 27, 2026 |
| #3 | -29.18% Apr 10, 2002 - Jun 16, 2003 | -11.20% Mar 6, 2020 - Apr 28, 2020 |
| #4 | -24.07% Apr 29, 2011 - Mar 15, 2012 | -11.06% Dec 6, 2012 - Mar 20, 2019 |
| #5 | -21.22% Jan 4, 2022 - Feb 29, 2024 | -6.30% Mar 17, 2004 - Sep 27, 2004 |
| #6 | -20.75% Sep 21, 2018 - Jul 5, 2019 | -5.77% Oct 14, 2010 - Apr 19, 2011 |
| #7 | -20.57% Nov 25, 2024 - Aug 22, 2025 | -3.84% Jun 1, 2005 - Aug 4, 2006 |
| #8 | -19.03% Mar 20, 2015 - Jun 7, 2016 | -3.79% Aug 10, 2011 - Nov 2, 2011 |
| #9 | -17.20% Aug 3, 2001 - Dec 26, 2001 | -3.39% Dec 4, 2006 - Mar 21, 2007 |
| #10 | -10.56% Mar 19, 2012 - Aug 17, 2012 | -3.16% Feb 9, 2005 - Apr 20, 2005 |
| #11 | -9.60% Jan 26, 2018 - Aug 29, 2018 | -3.15% Apr 30, 2007 - Jul 26, 2007 |
| #12 | -8.62% Sep 5, 2014 - Nov 10, 2014 | -2.99% Jan 28, 2021 - May 5, 2021 |
| #13 | -8.38% Apr 5, 2004 - Jun 25, 2004 | -2.94% Nov 26, 2007 - Jan 3, 2008 |
| #14 | -7.80% May 10, 2006 - Sep 5, 2006 | -2.55% Nov 27, 2009 - Apr 29, 2010 |
| #15 | -7.54% Mar 2, 2026 - Apr 16, 2026 | -2.46% Aug 29, 2019 - Jan 3, 2020 |
Correlation
Correlation between IWS and TIP is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2001 - 2026)
IWS vs TIP dividend yield comparison.
| Year | IWS | TIP |
|---|---|---|
| 2026 | 0.59% | 1.69% |
| 2025 | 1.53% | 3.46% |
| 2024 | 1.50% | 2.52% |
| 2023 | 1.76% | 2.73% |
| 2022 | 1.93% | 6.96% |
| 2021 | 1.39% | 4.28% |
| 2020 | 1.87% | 1.17% |
| 2019 | 1.97% | 1.75% |
| 2018 | 2.53% | 2.71% |
| 2017 | 1.96% | 2.07% |
| 2016 | 2.10% | 1.48% |
| 2015 | 2.14% | 0.34% |
| 2014 | 1.84% | 1.67% |
| 2013 | 1.71% | 1.15% |
| 2012 | 2.09% | 2.22% |
| 2011 | 2.12% | 4.10% |
| 2010 | 1.95% | 2.50% |
| 2009 | 2.09% | 3.89% |
| 2008 | 5.73% | 6.30% |
| 2007 | 6.87% | 4.25% |
| 2006 | 5.49% | 4.32% |
| 2005 | 5.86% | 5.42% |
| 2004 | 4.61% | 3.92% |
| 2003 | 5.09% | 0.12% |
| 2002 | 5.73% | 0.00% |
| 2001 | 2.58% | 0.00% |
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