STIP vs SPSM
Comparison between ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO S&P 600(TM) SMALL CAP ETF (SPSM, ETF).
5-Year PerformanceSPSM has outperformed STIP, delivering a return of +6.3% compared to +3.4%
STIP vs SPSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
STIP vs SPSM - Historical Returns
Returns include dividend reinvestment.
STIP vs SPSM - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | STIP | SPSM |
|---|---|---|
| 2026 | +1.88% | +18.61% |
| 2025 | +5.96% | +6.16% |
| 2024 | +4.84% | +9.09% |
| 2023 | +4.59% | +16.28% |
| 2022 | -2.92% | -17.04% |
| 2021 | +5.58% | +28.01% |
| 2020 | +5.02% | +11.63% |
| 2019 | +4.87% | +25.19% |
| 2018 | +0.52% | -12.00% |
| 2017 | +0.75% | +14.85% |
| 2016 | +2.66% | +24.71% |
| 2015 | -0.19% | -2.60% |
| 2014 | -1.27% | +6.28% |
| 2013 | -1.75% | +15.61% |
| 2012 | +2.10% | N/A |
| 2011 | +4.36% | N/A |
| 2010 | +0.22% | N/A |
STIP vs SPSM Drawdown Comparison
The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The current STIP drawdown is -0.20%.
| Rank | STIP | SPSM |
|---|---|---|
| #1 | -5.49% Mar 11, 2022 - Dec 14, 2023 | -42.88% Jan 16, 2020 - Nov 17, 2020 |
| #2 | -5.29% Mar 5, 2020 - May 29, 2020 | -27.95% Nov 25, 2024 - Dec 11, 2025 |
| #3 | -3.85% Sep 14, 2012 - Apr 13, 2017 | -26.41% Aug 31, 2018 - Jan 16, 2020 |
| #4 | -2.00% Nov 17, 2021 - Feb 28, 2022 | -26.41% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -1.61% Aug 1, 2011 - Nov 4, 2011 | -25.40% Jun 23, 2015 - Nov 11, 2016 |
| #6 | -1.01% Nov 7, 2011 - Jan 27, 2012 | -12.78% Jul 1, 2014 - Dec 23, 2014 |
| #7 | -0.98% Mar 9, 2012 - Aug 31, 2012 | -10.08% Mar 4, 2014 - Jul 1, 2014 |
| #8 | -0.98% Apr 13, 2017 - Sep 7, 2017 | -9.88% Jun 8, 2021 - Nov 1, 2021 |
| #9 | -0.97% Feb 1, 2011 - Feb 22, 2011 | -9.27% Mar 12, 2021 - Jun 1, 2021 |
| #10 | -0.95% Apr 3, 2025 - Apr 28, 2025 | -9.12% Jan 23, 2018 - May 16, 2018 |
| #11 | -0.88% Aug 24, 2018 - Jan 30, 2019 | -9.08% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -0.84% Apr 30, 2025 - Jun 26, 2025 | -8.72% Feb 10, 2026 - Apr 14, 2026 |
| #13 | -0.76% Sep 24, 2024 - Jan 15, 2025 | -7.21% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -0.69% Mar 17, 2026 - Apr 13, 2026 | -6.49% Jul 25, 2017 - Sep 25, 2017 |
| #15 | -0.69% Dec 6, 2010 - Jan 3, 2011 | -5.12% Apr 15, 2015 - Jun 18, 2015 |
Correlation
Correlation between STIP and SPSM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2010 - 2026)
STIP vs SPSM dividend yield comparison.
| Year | STIP | SPSM |
|---|---|---|
| 2026 | 1.88% | 0.30% |
| 2025 | 4.11% | 1.62% |
| 2024 | 2.62% | 1.85% |
| 2023 | 2.84% | 1.61% |
| 2022 | 6.04% | 1.38% |
| 2021 | 4.15% | 1.40% |
| 2020 | 1.40% | 1.34% |
| 2019 | 2.06% | 1.58% |
| 2018 | 2.44% | 1.82% |
| 2017 | 1.59% | 1.51% |
| 2016 | 0.89% | 1.49% |
| 2015 | 0.00% | 2.37% |
| 2014 | 0.74% | 1.70% |
| 2013 | 0.31% | 0.68% |
| 2012 | 1.05% | 0.00% |
| 2011 | 2.47% | 0.00% |
| 2010 | 0.07% | 0.00% |
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