SPIP vs IMCV
Comparison between STATE STREET(R) SPDR(R) PORTFOLIO TIPS ETF (SPIP, ETF) and ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF).
5-Year PerformanceIMCV has outperformed SPIP, delivering a return of +8.7% compared to +0.8%
SPIP vs IMCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SPIP vs IMCV - Historical Returns
Returns include dividend reinvestment.
SPIP vs IMCV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SPIP | IMCV |
|---|---|---|
| 2026 | +1.13% | +9.36% |
| 2025 | +6.66% | +13.71% |
| 2024 | +1.79% | +11.90% |
| 2023 | +2.70% | +12.04% |
| 2022 | -12.15% | -7.02% |
| 2021 | +5.76% | +35.83% |
| 2020 | +10.90% | -3.61% |
| 2019 | +8.96% | +24.35% |
| 2018 | -1.33% | -11.68% |
| 2017 | +2.91% | +11.51% |
| 2016 | +4.36% | +25.77% |
| 2015 | -3.17% | -2.44% |
| 2014 | +4.19% | +12.32% |
| 2013 | -9.14% | +38.47% |
| 2012 | +7.43% | +15.22% |
| 2011 | +14.09% | -3.91% |
| 2010 | +5.99% | +18.47% |
| 2009 | +11.54% | +31.62% |
| 2008 | -2.88% | -34.80% |
| 2007 | +9.82% | -6.70% |
| 2006 | N/A | +17.11% |
| 2005 | N/A | +12.96% |
| 2004 | N/A | +14.93% |
SPIP vs IMCV 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 IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The current SPIP drawdown is -1.42%. The current IMCV drawdown is -0.67%.
| Rank | SPIP | IMCV |
|---|---|---|
| #1 | -15.36% Nov 9, 2021 - Oct 6, 2023 | -64.75% Jun 4, 2007 - Dec 18, 2012 |
| #2 | -14.38% Mar 12, 2008 - Oct 1, 2009 | -46.33% Jan 17, 2020 - Jan 14, 2021 |
| #3 | -11.92% Dec 6, 2012 - Mar 20, 2019 | -19.85% Apr 20, 2022 - Dec 26, 2023 |
| #4 | -10.66% Mar 6, 2020 - Apr 28, 2020 | -19.61% Jan 26, 2018 - Sep 12, 2019 |
| #5 | -5.74% Oct 25, 2010 - Apr 19, 2011 | -18.62% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -3.64% Aug 10, 2011 - Nov 2, 2011 | -16.48% May 21, 2015 - Apr 19, 2016 |
| #7 | -3.33% Nov 26, 2007 - Jan 9, 2008 | -9.36% Aug 29, 2014 - Nov 24, 2014 |
| #8 | -3.27% Jan 25, 2021 - May 5, 2021 | -8.13% Aug 3, 2005 - Dec 1, 2005 |
| #9 | -2.70% Nov 30, 2009 - Apr 29, 2010 | -7.88% Jun 8, 2021 - Oct 19, 2021 |
| #10 | -2.64% Feb 11, 2008 - Feb 29, 2008 | -7.59% Jun 23, 2016 - Jul 12, 2016 |
| #11 | -2.57% Aug 29, 2019 - Jan 24, 2020 | -7.49% May 8, 2006 - Oct 5, 2006 |
| #12 | -2.49% Aug 1, 2012 - Sep 13, 2012 | -7.40% Nov 16, 2021 - Dec 31, 2021 |
| #13 | -1.93% Jan 31, 2012 - Apr 17, 2012 | -6.91% Feb 26, 2026 - Apr 30, 2026 |
| #14 | -1.75% May 30, 2007 - Jul 10, 2007 | -6.79% Jan 14, 2022 - Mar 25, 2022 |
| #15 | -1.69% Aug 1, 2007 - Aug 30, 2007 | -6.35% Jan 22, 2014 - Feb 20, 2014 |
Correlation
Correlation between SPIP and IMCV is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
SPIP vs IMCV dividend yield comparison.
| Year | SPIP | IMCV |
|---|---|---|
| 2026 | 2.29% | 0.39% |
| 2025 | 4.09% | 2.23% |
| 2024 | 3.36% | 2.36% |
| 2023 | 3.70% | 2.30% |
| 2022 | 7.05% | 2.36% |
| 2021 | 4.53% | 1.86% |
| 2020 | 1.97% | 2.61% |
| 2019 | 2.91% | 2.45% |
| 2018 | 2.81% | 2.61% |
| 2017 | 3.02% | 1.87% |
| 2016 | 1.88% | 2.09% |
| 2015 | 0.14% | 2.29% |
| 2014 | 1.66% | 1.95% |
| 2013 | 1.11% | 1.87% |
| 2012 | 2.35% | 2.25% |
| 2011 | 3.95% | 2.26% |
| 2010 | 2.32% | 2.64% |
| 2009 | 1.87% | 2.19% |
| 2008 | 5.92% | 3.80% |
| 2007 | 3.43% | 2.55% |
| 2006 | 0.00% | 1.77% |
| 2005 | 0.00% | 2.57% |
| 2004 | 0.00% | 0.98% |
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