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SPIP vs BALI

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO TIPS ETF (SPIP, ETF) and BlackRock Advantage Large Cap Income ETF (BALI, ETF).

SPIP vs BALI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPIP
$1B
Winner
BALI
$1.10B
Expense Ratio
Winner
SPIP
0.12%
BALI
0.35%
Max Drawdown
SPIP
23.50%
Winner
BALI
18.92%
Sharpe Ratio
SPIP
0.15
Winner
BALI
1.78
5Y Beta
Winner
SPIP
0.04
BALI
0.82
P/E Ratio
SPIP
N/A
BALI
26.92
Forward P/E
SPIP
N/A
BALI
20.54
PEG Ratio
SPIP
N/A
BALI
0.49
5Y Dividends CAGR
SPIP
9.28%
BALI
N/A
5Y EPS CAGR
SPIP
N/A
BALI
26.37%
Debt to Equity
SPIP
N/A
BALI
-4.86%
P/S Ratio
SPIP
N/A
BALI
2.87
P/B Ratio
SPIP
N/A
BALI
5.27

SPIP vs BALI - Historical Returns

Returns include dividend reinvestment.

1M
SPIP
-0.37%
Winner
BALI
+1.49%
3M
SPIP
-0.10%
Winner
BALI
+7.01%
6M
SPIP
+0.90%
Winner
BALI
+9.33%
1Y
SPIP
+4.40%
Winner
BALI
+24.17%
5Y(CAGR)
SPIP
+0.78%
BALI
N/A
10Y(CAGR)
SPIP
+2.58%
BALI
N/A
Max(CAGR)
SPIP
+3.53%
Winner
BALI
+21.07%

SPIP vs BALI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSPIPBALI
2026+1.13%+8.88%
2025+6.66%+14.52%
2024+1.79%+22.61%
2023+2.70%+9.51%
2022-12.15%N/A
2021+5.76%N/A
2020+10.90%N/A
2019+8.96%N/A
2018-1.33%N/A
2017+2.91%N/A
2016+4.36%N/A
2015-3.17%N/A
2014+4.19%N/A
2013-9.14%N/A
2012+7.43%N/A
2011+14.09%N/A
2010+5.99%N/A
2009+11.54%N/A
2008-2.88%N/A
2007+9.82%N/A

SPIP vs BALI Drawdown Comparison

The maximum drawdown for SPIP was -15.36%, occurring on Oct 6, 2023. This drawdown has not yet recovered.

The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.

The current SPIP drawdown is -1.42%. The current BALI drawdown is -2.52%.

RankSPIPBALI
#1-15.36%
Nov 9, 2021 - Oct 6, 2023		-16.62%
Dec 5, 2024 - Jun 30, 2025
#2-14.38%
Mar 12, 2008 - Oct 1, 2009		-7.74%
Jul 16, 2024 - Sep 19, 2024
#3-11.92%
Dec 6, 2012 - Mar 20, 2019		-6.71%
Feb 25, 2026 - Apr 14, 2026
#4-10.66%
Mar 6, 2020 - Apr 28, 2020		-5.26%
Oct 16, 2023 - Nov 7, 2023
#5-5.74%
Oct 25, 2010 - Apr 19, 2011		-4.79%
Mar 28, 2024 - May 14, 2024
#6-3.64%
Aug 10, 2011 - Nov 2, 2011		-3.64%
Nov 11, 2025 - Nov 28, 2025
#7-3.33%
Nov 26, 2007 - Jan 9, 2008		-2.77%
Oct 8, 2025 - Oct 27, 2025
#8-3.27%
Jan 25, 2021 - May 5, 2021		-2.52%
Jun 2, 2026 - Jun 5, 2026
#9-2.70%
Nov 30, 2009 - Apr 29, 2010		-2.24%
Jul 25, 2025 - Aug 8, 2025
#10-2.64%
Feb 11, 2008 - Feb 29, 2008		-2.16%
Feb 2, 2026 - Feb 25, 2026
#11-2.57%
Aug 29, 2019 - Jan 24, 2020		-2.13%
Oct 18, 2024 - Nov 6, 2024
#12-2.49%
Aug 1, 2012 - Sep 13, 2012		-2.07%
Dec 11, 2025 - Dec 23, 2025
#13-1.93%
Jan 31, 2012 - Apr 17, 2012		-2.03%
Nov 11, 2024 - Nov 26, 2024
#14-1.75%
May 30, 2007 - Jul 10, 2007		-1.96%
Jan 12, 2026 - Jan 26, 2026
#15-1.69%
Aug 1, 2007 - Aug 30, 2007		-1.68%
May 21, 2024 - Jun 5, 2024

Correlation

Correlation between SPIP and BALI is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2007 - 2026)

SPIP vs BALI dividend yield comparison.

YearSPIPBALI
20262.29%3.48%
20254.09%8.51%
20243.36%7.13%
20233.70%2.13%
20227.05%0.00%
20214.53%0.00%
20201.97%0.00%
20192.91%0.00%
20182.81%0.00%
20173.02%0.00%
20161.88%0.00%
20150.14%0.00%
20141.66%0.00%
20131.11%0.00%
20122.35%0.00%
20113.95%0.00%
20102.32%0.00%
20091.87%0.00%
20085.92%0.00%
20073.43%0.00%

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