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 +7.9% compared to +1.1%

IWS vs TIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWS(ETF)	TIP(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.23%	0.18%
Max Drawdown	63.92%	21.96%
Sharpe Ratio	1.66	0.31
5Y Beta	0.82	0.04
P/E Ratio	24.63	N/A
Forward P/E	16.02	N/A
5Y Dividends CAGR	7.60%	19.66%
5Y EPS CAGR	12.67%	N/A
Debt to Equity	-12.08%	N/A
P/S Ratio	1.58	N/A
P/B Ratio	2.54	N/A

Net Assets

Winner

IWS

$14B

TIP

$14B

Expense Ratio

IWS

0.23%

Winner

TIP

0.18%

Max Drawdown

IWS

63.92%

Winner

TIP

21.96%

Sharpe Ratio

Winner

IWS

1.66

TIP

0.31

5Y Beta

IWS

0.82

Winner

TIP

0.04

P/E Ratio

IWS

24.63

TIP

N/A

Forward P/E

IWS

16.02

TIP

N/A

5Y Dividends CAGR

IWS

7.60%

Winner

TIP

19.66%

5Y EPS CAGR

IWS

12.67%

TIP

N/A

Debt to Equity

IWS

-12.08%

TIP

N/A

P/S Ratio

IWS

1.58

TIP

N/A

P/B Ratio

IWS

2.54

TIP

N/A

IWS vs TIP - Historical Returns

Returns include dividend reinvestment.

Period	IWS	TIP
1 month	+3.98%	+0.95%
3 months	+4.02%	+1.08%
6 months	+14.89%	+1.57%
1 year	+27.30%	+5.14%
5 years(CAGR)	+7.91%	+1.10%
10 years(CAGR)	+10.28%	+2.64%
Max(CAGR)	+9.80%	+3.54%

Winner

IWS

+3.98%

TIP

+0.95%

Winner

IWS

+4.02%

TIP

+1.08%

Winner

IWS

+14.89%

TIP

+1.57%

Winner

IWS

+27.30%

TIP

+5.14%

5Y(CAGR)

Winner

IWS

+7.91%

TIP

+1.10%

10Y(CAGR)

Winner

IWS

+10.28%

TIP

+2.64%

Max(CAGR)

Winner

IWS

+9.80%

TIP

+3.54%

IWS vs TIP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	IWS	TIP
2026	+11.05%	+1.91%
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	-37.02%	-1.32%
2007	-1.77%	+11.43%
2006	+18.55%	+0.06%
2005	+14.38%	+2.52%
2004	+23.59%	+8.51%
2003	+34.22%	-0.02%
2002	-10.03%	N/A
2001	+2.75%	N/A

IWS vs TIP Drawdown Comparison

The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 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 -0.81%.

Rank	IWS	TIP
#1	-62.39% Jun 4, 2007 - Sep 6, 2012	-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	-30.36% Apr 10, 2002 - Sep 2, 2003	-11.20% Mar 6, 2020 - Apr 28, 2020
#4	-21.22% Jan 4, 2022 - Feb 29, 2024	-11.06% Dec 6, 2012 - Mar 20, 2019
#5	-20.75% Sep 21, 2018 - Jul 5, 2019	-6.30% Mar 17, 2004 - Sep 27, 2004
#6	-20.57% Nov 25, 2024 - Aug 22, 2025	-5.77% Oct 14, 2010 - Apr 19, 2011
#7	-19.03% Mar 20, 2015 - Jun 7, 2016	-3.84% Jun 1, 2005 - Aug 4, 2006
#8	-17.20% Aug 3, 2001 - Jan 4, 2002	-3.79% Aug 10, 2011 - Nov 2, 2011
#9	-9.60% Jan 26, 2018 - Aug 29, 2018	-3.39% Dec 4, 2006 - Mar 21, 2007
#10	-8.91% Mar 5, 2004 - Sep 7, 2004	-3.16% Feb 9, 2005 - Apr 20, 2005
#11	-8.62% Sep 5, 2014 - Nov 10, 2014	-3.15% Apr 30, 2007 - Jul 26, 2007
#12	-7.80% May 10, 2006 - Sep 26, 2006	-2.99% Jan 28, 2021 - May 5, 2021
#13	-7.54% Mar 2, 2026 - Apr 16, 2026	-2.94% Nov 26, 2007 - Jan 3, 2008
#14	-7.25% Mar 7, 2005 - Jun 13, 2005	-2.55% Nov 27, 2009 - Apr 29, 2010
#15	-7.19% May 20, 2013 - Jul 12, 2013	-2.46% Aug 29, 2019 - Jan 3, 2020

Correlation

Correlation between IWS and TIP is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2001 - 2026)

IWS vs TIP dividend yield comparison.

Year	IWS	TIP
2026	0.29%	0.50%
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	3.09%	6.30%
2007	2.29%	4.25%
2006	1.83%	4.32%
2005	1.95%	5.42%
2004	1.54%	3.92%
2003	1.70%	0.12%
2002	1.91%	0.00%
2001	0.86%	0.00%