STIP vs IWS
Comparison between ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).
5-Year PerformanceIWS has outperformed STIP, delivering a return of +8.4% compared to +3.5%
STIP vs IWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
STIP vs IWS - Historical Returns
Returns include dividend reinvestment.
STIP vs IWS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | STIP | IWS |
|---|---|---|
| 2026 | +2.05% | +11.50% |
| 2025 | +5.96% | +11.21% |
| 2024 | +4.84% | +13.15% |
| 2023 | +4.59% | +12.89% |
| 2022 | -2.92% | -12.25% |
| 2021 | +5.58% | +30.37% |
| 2020 | +5.02% | +5.02% |
| 2019 | +4.87% | +27.04% |
| 2018 | +0.52% | -12.90% |
| 2017 | +0.75% | +12.25% |
| 2016 | +2.66% | +20.88% |
| 2015 | -0.19% | -5.09% |
| 2014 | -1.27% | +15.69% |
| 2013 | -1.75% | +30.20% |
| 2012 | +2.10% | +17.01% |
| 2011 | +4.36% | -2.83% |
| 2010 | +0.22% | +22.53% |
| 2009 | N/A | +30.81% |
| 2008 | N/A | -37.02% |
| 2007 | N/A | -1.77% |
| 2006 | N/A | +18.55% |
| 2005 | N/A | +14.38% |
| 2004 | N/A | +23.59% |
| 2003 | N/A | +34.22% |
| 2002 | N/A | -10.03% |
| 2001 | N/A | +2.75% |
STIP vs IWS Drawdown Comparison
The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
The current IWS drawdown is -0.41%.
| Rank | STIP | IWS |
|---|---|---|
| #1 | -5.49% Mar 11, 2022 - Dec 14, 2023 | -62.39% Jun 4, 2007 - Sep 6, 2012 |
| #2 | -5.29% Mar 5, 2020 - May 29, 2020 | -43.83% Feb 20, 2020 - Nov 24, 2020 |
| #3 | -3.85% Sep 14, 2012 - Apr 13, 2017 | -30.36% Apr 10, 2002 - Sep 2, 2003 |
| #4 | -2.00% Nov 17, 2021 - Feb 28, 2022 | -21.22% Jan 4, 2022 - Feb 29, 2024 |
| #5 | -1.61% Aug 1, 2011 - Nov 4, 2011 | -20.75% Sep 21, 2018 - Jul 5, 2019 |
| #6 | -1.01% Nov 7, 2011 - Jan 27, 2012 | -20.57% Nov 25, 2024 - Aug 22, 2025 |
| #7 | -0.98% Mar 9, 2012 - Aug 31, 2012 | -19.03% Mar 20, 2015 - Jun 7, 2016 |
| #8 | -0.98% Apr 13, 2017 - Sep 7, 2017 | -17.20% Aug 3, 2001 - Jan 4, 2002 |
| #9 | -0.97% Feb 1, 2011 - Feb 22, 2011 | -9.60% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -0.95% Apr 3, 2025 - Apr 28, 2025 | -8.91% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -0.88% Aug 24, 2018 - Jan 30, 2019 | -8.62% Sep 5, 2014 - Nov 10, 2014 |
| #12 | -0.84% Apr 30, 2025 - Jun 26, 2025 | -7.80% May 10, 2006 - Sep 26, 2006 |
| #13 | -0.76% Sep 24, 2024 - Jan 15, 2025 | -7.54% Mar 2, 2026 - Apr 16, 2026 |
| #14 | -0.69% Mar 17, 2026 - Apr 13, 2026 | -7.25% Mar 7, 2005 - Jun 13, 2005 |
| #15 | -0.69% Dec 6, 2010 - Jan 3, 2011 | -7.19% May 20, 2013 - Jul 12, 2013 |
Correlation
Correlation between STIP and IWS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2001 - 2026)
STIP vs IWS dividend yield comparison.
| Year | STIP | IWS |
|---|---|---|
| 2026 | 0.76% | 0.28% |
| 2025 | 4.11% | 1.53% |
| 2024 | 2.62% | 1.50% |
| 2023 | 2.84% | 1.76% |
| 2022 | 6.04% | 1.93% |
| 2021 | 4.15% | 1.39% |
| 2020 | 1.40% | 1.87% |
| 2019 | 2.06% | 1.97% |
| 2018 | 2.44% | 2.53% |
| 2017 | 1.59% | 1.96% |
| 2016 | 0.89% | 2.10% |
| 2015 | 0.00% | 2.14% |
| 2014 | 0.74% | 1.84% |
| 2013 | 0.31% | 1.71% |
| 2012 | 1.05% | 2.09% |
| 2011 | 2.47% | 2.12% |
| 2010 | 0.07% | 1.95% |
| 2009 | 0.00% | 2.09% |
| 2008 | 0.00% | 3.09% |
| 2007 | 0.00% | 2.29% |
| 2006 | 0.00% | 1.83% |
| 2005 | 0.00% | 1.95% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 1.91% |
| 2001 | 0.00% | 0.86% |
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