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SPIP vs DLS

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO TIPS ETF (SPIP, ETF) and WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND (DLS, ETF).

5-Year PerformanceDLS has outperformed SPIP, delivering a return of +7.1% compared to +0.4%

SPIP vs DLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPIP
$1B
DLS
$1B
Expense Ratio
Winner
SPIP
0.12%
DLS
0.58%
Max Drawdown
Winner
SPIP
23.50%
DLS
66.03%
Sharpe Ratio
SPIP
-0.27
Winner
DLS
0.91
5Y Beta
Winner
SPIP
0.04
DLS
0.62
5Y Dividends CAGR
SPIP
7.38%
Winner
DLS
16.56%

SPIP vs DLS - Historical Returns

Returns include dividend reinvestment.

1M
SPIP
-0.09%
Winner
DLS
+0.25%
3M
SPIP
-0.44%
Winner
DLS
+0.92%
6M
SPIP
+0.50%
Winner
DLS
+4.17%
1Y
SPIP
+2.45%
Winner
DLS
+16.00%
5Y(CAGR)
SPIP
+0.36%
Winner
DLS
+7.14%
10Y(CAGR)
SPIP
+2.40%
Winner
DLS
+7.88%
Max(CAGR)
SPIP
+3.49%
Winner
DLS
+6.38%

SPIP vs DLS - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearSPIPDLS
2026+0.77%+6.43%
2025+6.66%+34.27%
2024+1.79%+4.27%
2023+2.70%+14.59%
2022-12.15%-17.68%
2021+5.76%+11.96%
2020+10.90%-2.15%
2019+8.96%+22.23%
2018-1.33%-19.62%
2017+2.91%+30.78%
2016+4.36%+7.85%
2015-3.17%+7.24%
2014+4.19%-7.85%
2013-9.14%+24.82%
2012+7.43%+20.95%
2011+14.09%-12.76%
2010+5.99%+15.13%
2009+11.54%+35.00%
2008-2.88%-44.80%
2007+9.82%+3.88%
2006N/A+25.04%

SPIP vs DLS 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 DLS was -63.10%, occurring on Mar 9, 2009. Recovery took 1473 trading sessions.

The current SPIP drawdown is -1.78%. The current DLS drawdown is -2.93%.

RankSPIPDLS
#1-15.36%
Nov 9, 2021 - Oct 6, 2023
-63.10%
Oct 31, 2007 - Sep 9, 2013
#2-14.38%
Mar 12, 2008 - Oct 1, 2009
-44.74%
Jan 26, 2018 - Apr 5, 2021
#3-11.92%
Dec 6, 2012 - Mar 20, 2019
-32.24%
Sep 3, 2021 - Sep 26, 2024
#4-10.66%
Mar 6, 2020 - Apr 28, 2020
-18.00%
Jul 3, 2014 - Sep 8, 2016
#5-5.74%
Oct 25, 2010 - Apr 19, 2011
-14.13%
Jul 19, 2007 - Oct 31, 2007
#6-3.64%
Aug 10, 2011 - Nov 2, 2011
-12.69%
Sep 26, 2024 - Apr 25, 2025
#7-3.33%
Nov 26, 2007 - Jan 9, 2008
-11.03%
Feb 27, 2026 - Mar 30, 2026
#8-3.27%
Jan 25, 2021 - May 5, 2021
-9.06%
Feb 26, 2007 - Mar 21, 2007
#9-2.70%
Nov 30, 2009 - Apr 29, 2010
-6.05%
Jan 22, 2014 - Feb 18, 2014
#10-2.64%
Feb 11, 2008 - Feb 29, 2008
-5.65%
Sep 16, 2025 - Dec 11, 2025
#11-2.57%
Aug 29, 2019 - Jan 24, 2020
-5.49%
Jul 3, 2006 - Jul 31, 2006
#12-2.49%
Aug 1, 2012 - Sep 13, 2012
-4.93%
Jun 7, 2021 - Aug 12, 2021
#13-1.93%
Jan 31, 2012 - Apr 17, 2012
-4.69%
Sep 28, 2016 - Jan 4, 2017
#14-1.75%
May 30, 2007 - Jul 10, 2007
-4.45%
Jun 4, 2007 - Jul 12, 2007
#15-1.69%
Aug 1, 2007 - Aug 30, 2007
-4.44%
Oct 22, 2013 - Dec 30, 2013

Correlation

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

0.86
-101

Dividend Comparison (2006 - 2026)

SPIP vs DLS dividend yield comparison.

YearSPIPDLS
20263.33%1.88%
20254.09%3.87%
20243.36%4.56%
20233.70%4.29%
20227.05%4.96%
20214.53%3.29%
20201.97%2.50%
20192.91%3.37%
20182.81%3.66%
20173.02%2.79%
20161.88%3.29%
20150.14%2.72%
20141.66%3.61%
20131.11%3.89%
20122.35%3.56%
20113.95%4.11%
20102.32%2.85%
20091.87%2.60%
20085.92%5.80%
20073.43%2.29%
20060.00%0.41%

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