SPSM vs STIP

Comparison between SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF (SPSM, ETF) and ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF).

5-Year PerformanceSPSM has outperformed STIP, delivering a return of +6.3% compared to +3.5%

SPSM vs STIP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPSM(ETF)	STIP(ETF)
Net Assets	$15B	$15B
Expense Ratio	0.03%	0.03%
Max Drawdown	44.40%	10.26%
Sharpe Ratio	1.53	0.60
5Y Beta	1.02	-0.00
P/E Ratio	42.11	N/A
Forward P/E	15.42	N/A
5Y Dividends CAGR	9.59%	22.62%
5Y EPS CAGR	13.86%	N/A
P/S Ratio	1.12	N/A
P/B Ratio	1.97	N/A

Net Assets

Winner

SPSM

$15B

STIP

$15B

Expense Ratio

SPSM

0.03%

STIP

0.03%

Max Drawdown

SPSM

44.40%

Winner

STIP

10.26%

Sharpe Ratio

Winner

SPSM

1.53

STIP

0.60

5Y Beta

SPSM

1.02

Winner

STIP

-0.00

P/E Ratio

SPSM

42.11

STIP

N/A

Forward P/E

SPSM

15.42

STIP

N/A

5Y Dividends CAGR

SPSM

9.59%

Winner

STIP

22.62%

5Y EPS CAGR

SPSM

13.86%

STIP

N/A

P/S Ratio

SPSM

1.12

STIP

N/A

P/B Ratio

SPSM

1.97

STIP

N/A

SPSM vs STIP - Historical Returns

Returns include dividend reinvestment.

Period	SPSM	STIP
1 month	+5.45%	+0.78%
3 months	+4.35%	+1.56%
6 months	+15.55%	+2.10%
1 year	+29.42%	+5.13%
5 years(CAGR)	+6.29%	+3.46%
10 years(CAGR)	+11.13%	+3.20%
Max(CAGR)	+9.73%	+2.42%

Winner

SPSM

+5.45%

STIP

+0.78%

Winner

SPSM

+4.35%

STIP

+1.56%

Winner

SPSM

+15.55%

STIP

+2.10%

Winner

SPSM

+29.42%

STIP

+5.13%

5Y(CAGR)

Winner

SPSM

+6.29%

STIP

+3.46%

10Y(CAGR)

Winner

SPSM

+11.13%

STIP

+3.20%

Max(CAGR)

Winner

SPSM

+9.73%

STIP

+2.42%

SPSM vs STIP - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	SPSM	STIP
2026	+13.31%	+2.05%
2025	+6.16%	+5.96%
2024	+9.09%	+4.84%
2023	+16.28%	+4.59%
2022	-17.04%	-2.92%
2021	+28.01%	+5.58%
2020	+11.63%	+5.02%
2019	+25.19%	+4.87%
2018	-12.00%	+0.52%
2017	+14.85%	+0.75%
2016	+24.71%	+2.66%
2015	-2.60%	-0.19%
2014	+6.28%	-1.27%
2013	+15.61%	-1.75%
2012	N/A	+2.10%
2011	N/A	+4.36%
2010	N/A	+0.22%

SPSM vs STIP Drawdown Comparison

The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.

The current SPSM drawdown is -1.18%.

Rank	SPSM	STIP
#1	-42.88% Jan 16, 2020 - Nov 17, 2020	-5.49% Mar 11, 2022 - Dec 14, 2023
#2	-27.95% Nov 25, 2024 - Dec 11, 2025	-5.29% Mar 5, 2020 - May 29, 2020
#3	-26.41% Aug 31, 2018 - Jan 16, 2020	-3.85% Sep 14, 2012 - Apr 13, 2017
#4	-26.41% Nov 8, 2021 - Jul 16, 2024	-2.00% Nov 17, 2021 - Feb 28, 2022
#5	-25.40% Jun 23, 2015 - Nov 11, 2016	-1.61% Aug 1, 2011 - Nov 4, 2011
#6	-12.78% Jul 1, 2014 - Dec 23, 2014	-1.01% Nov 7, 2011 - Jan 27, 2012
#7	-10.08% Mar 4, 2014 - Jul 1, 2014	-0.98% Mar 9, 2012 - Aug 31, 2012
#8	-9.88% Jun 8, 2021 - Nov 1, 2021	-0.98% Apr 13, 2017 - Sep 7, 2017
#9	-9.27% Mar 12, 2021 - Jun 1, 2021	-0.97% Feb 1, 2011 - Feb 22, 2011
#10	-9.12% Jan 23, 2018 - May 16, 2018	-0.95% Apr 3, 2025 - Apr 28, 2025
#11	-9.08% Jul 31, 2024 - Oct 16, 2024	-0.88% Aug 24, 2018 - Jan 30, 2019
#12	-8.72% Feb 10, 2026 - Apr 14, 2026	-0.84% Apr 30, 2025 - Jun 26, 2025
#13	-7.21% Jan 22, 2014 - Feb 26, 2014	-0.76% Sep 24, 2024 - Jan 15, 2025
#14	-6.49% Jul 25, 2017 - Sep 25, 2017	-0.69% Mar 17, 2026 - Apr 13, 2026
#15	-5.12% Apr 15, 2015 - Jun 18, 2015	-0.69% Dec 6, 2010 - Jan 3, 2011

Correlation

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

0.95

-101

Dividend Comparison (2010 - 2026)

SPSM vs STIP dividend yield comparison.

Year	SPSM	STIP
2026	0.31%	0.76%
2025	1.62%	4.11%
2024	1.85%	2.62%
2023	1.61%	2.84%
2022	1.38%	6.04%
2021	1.40%	4.15%
2020	1.34%	1.40%
2019	1.58%	2.06%
2018	1.82%	2.44%
2017	1.51%	1.59%
2016	1.49%	0.89%
2015	2.37%	0.00%
2014	1.70%	0.74%
2013	0.68%	0.31%
2012	0.00%	1.05%
2011	0.00%	2.47%
2010	0.00%	0.07%