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STIP vs SCHR

Comparison between ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF) and SCHWAB INTERMEDIATE-TERM U.S. TREASURY ETF (SCHR, ETF).

5-Year PerformanceSTIP has outperformed SCHR, delivering a return of +3.3% compared to -0.0%

STIP vs SCHR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
STIP
$15B
SCHR
$13B
Expense Ratio
STIP
0.03%
SCHR
0.03%
Max Drawdown
Winner
STIP
10.26%
SCHR
20.13%
Sharpe Ratio
Winner
STIP
0.40
SCHR
-0.25
5Y Beta
STIP
-0.00
Winner
SCHR
-0.01
5Y Dividends CAGR
STIP
17.12%
Winner
SCHR
21.13%

STIP vs SCHR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
STIP
-0.11%
SCHR
-0.52%
3M
Winner
STIP
+0.91%
SCHR
-1.39%
6M
Winner
STIP
+1.79%
SCHR
-0.52%
1Y
Winner
STIP
+4.43%
SCHR
+3.04%
5Y(CAGR)
Winner
STIP
+3.31%
SCHR
-0.01%
10Y(CAGR)
Winner
STIP
+3.15%
SCHR
+1.21%
Max(CAGR)
Winner
STIP
+2.39%
SCHR
+1.90%

STIP vs SCHR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearSTIPSCHR
2026+1.78%-0.67%
2025+5.96%+7.37%
2024+4.84%+1.68%
2023+4.59%+3.85%
2022-2.92%-10.09%
2021+5.58%-2.67%
2020+5.02%+7.50%
2019+4.87%+6.13%
2018+0.52%+1.46%
2017+0.75%+1.52%
2016+2.66%+0.84%
2015-0.19%+1.40%
2014-1.27%+4.28%
2013-1.75%-2.60%
2012+2.10%+2.67%
2011+4.36%+10.32%
2010+0.22%-0.88%

STIP vs SCHR Drawdown Comparison

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

The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current STIP drawdown is -0.30%. The current SCHR drawdown is -2.65%.

RankSTIPSCHR
#1-5.49%
Mar 11, 2022 - Dec 14, 2023
-16.11%
Aug 4, 2020 - Oct 20, 2022
#2-5.29%
Mar 5, 2020 - May 29, 2020
-5.79%
Nov 4, 2010 - Jun 24, 2011
#3-3.85%
Sep 14, 2012 - Apr 13, 2017
-5.38%
Jul 5, 2016 - Mar 22, 2019
#4-2.00%
Nov 17, 2021 - Feb 28, 2022
-5.23%
May 1, 2013 - Oct 13, 2014
#5-1.61%
Aug 1, 2011 - Nov 4, 2011
-2.68%
Feb 2, 2015 - Aug 24, 2015
#6-1.01%
Nov 7, 2011 - Jan 27, 2012
-2.56%
Jan 31, 2012 - May 4, 2012
#7-0.98%
Mar 9, 2012 - Aug 31, 2012
-2.48%
Sep 22, 2011 - Dec 16, 2011
#8-0.98%
Apr 13, 2017 - Sep 7, 2017
-2.26%
Sep 4, 2019 - Jan 27, 2020
#9-0.97%
Feb 1, 2011 - Feb 22, 2011
-2.21%
Mar 9, 2020 - Mar 23, 2020
#10-0.95%
Apr 3, 2025 - Apr 28, 2025
-2.14%
Oct 14, 2015 - Jan 20, 2016
#11-0.88%
Aug 24, 2018 - Jan 30, 2019
-1.89%
Jun 24, 2011 - Jul 13, 2011
#12-0.84%
Apr 30, 2025 - Jun 26, 2025
-1.73%
Feb 11, 2016 - Apr 7, 2016
#13-0.76%
Sep 24, 2024 - Jan 15, 2025
-1.56%
Jul 24, 2012 - Dec 5, 2012
#14-0.69%
Mar 17, 2026 - Apr 13, 2026
-1.44%
Dec 6, 2012 - Apr 4, 2013
#15-0.69%
Dec 6, 2010 - Jan 3, 2011
-1.43%
Aug 31, 2010 - Sep 22, 2010

Correlation

Correlation between STIP and SCHR is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (2010 - 2026)

STIP vs SCHR dividend yield comparison.

YearSTIPSCHR
20261.88%1.65%
20254.11%3.85%
20242.62%3.77%
20232.84%3.16%
20226.04%2.02%
20214.15%1.00%
20201.40%1.62%
20192.06%2.31%
20182.44%2.11%
20171.59%1.65%
20160.89%1.46%
20150.00%1.56%
20140.74%1.44%
20130.31%1.07%
20121.05%1.07%
20112.47%1.53%
20100.07%0.57%

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