STIP vs SPY

Comparison between ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed STIP, delivering a return of +13.3% compared to +3.4%

STIP vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STIP(ETF)	SPY(ETF)
Net Assets	$15B	$652B
Expense Ratio	0.03%	0.09%
Max Drawdown	10.26%	56.47%
Sharpe Ratio	0.46	2.07
5Y Beta	-0.00	1.00
P/E Ratio	N/A	28.24
Forward P/E	N/A	21.85
5Y Dividends CAGR	22.62%	5.43%
5Y EPS CAGR	N/A	25.79%
Debt to Equity	N/A	22.35%
P/S Ratio	N/A	3.55
P/B Ratio	N/A	5.29

Net Assets

STIP

$15B

Winner

SPY

$652B

Expense Ratio

Winner

STIP

0.03%

SPY

0.09%

Max Drawdown

Winner

STIP

10.26%

SPY

56.47%

Sharpe Ratio

STIP

0.46

Winner

SPY

2.07

5Y Beta

Winner

STIP

-0.00

SPY

1.00

P/E Ratio

STIP

N/A

SPY

28.24

Forward P/E

STIP

N/A

SPY

21.85

5Y Dividends CAGR

Winner

STIP

22.62%

SPY

5.43%

5Y EPS CAGR

STIP

N/A

SPY

25.79%

Debt to Equity

STIP

N/A

SPY

22.35%

P/S Ratio

STIP

N/A

SPY

3.55

P/B Ratio

STIP

N/A

SPY

5.29

STIP vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	STIP	SPY
1 month	+0.80%	+9.11%
3 months	+1.37%	+6.59%
6 months	+2.17%	+10.56%
1 year	+4.56%	+32.04%
5 years(CAGR)	+3.43%	+13.35%
10 years(CAGR)	+3.20%	+15.49%
Max(CAGR)	+2.41%	+8.50%

STIP

+0.80%

Winner

SPY

+9.11%

STIP

+1.37%

Winner

SPY

+6.59%

STIP

+2.17%

Winner

SPY

+10.56%

STIP

+4.56%

Winner

SPY

+32.04%

5Y(CAGR)

STIP

+3.43%

Winner

SPY

+13.35%

10Y(CAGR)

STIP

+3.20%

Winner

SPY

+15.49%

Max(CAGR)

STIP

+2.41%

Winner

SPY

+8.50%

STIP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	STIP	SPY
2026	+1.96%	+8.27%
2025	+5.96%	+18.00%
2024	+4.84%	+25.59%
2023	+4.59%	+26.72%
2022	-2.92%	-18.64%
2021	+5.58%	+30.52%
2020	+5.02%	+17.28%
2019	+4.87%	+31.09%
2018	+0.52%	-5.24%
2017	+0.75%	+20.78%
2016	+2.66%	+13.59%
2015	-0.19%	+1.31%
2014	-1.27%	+14.56%
2013	-1.75%	+29.00%
2012	+2.10%	+14.17%
2011	+4.36%	+0.85%
2010	+0.22%	+13.14%
2009	N/A	+22.67%
2008	N/A	-36.25%
2007	N/A	+5.32%
2006	N/A	+13.85%
2005	N/A	+5.32%
2004	N/A	+10.75%
2003	N/A	+24.18%
2002	N/A	-22.42%
2001	N/A	-10.13%
2000	N/A	-8.84%
1999	N/A	+8.61%

STIP vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current STIP drawdown is -0.06%.

Rank	STIP	SPY
#1	-5.49% Mar 11, 2022 - Dec 14, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-5.29% Mar 5, 2020 - May 29, 2020	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-3.85% Sep 14, 2012 - Apr 13, 2017	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-2.00% Nov 17, 2021 - Feb 28, 2022	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-1.61% Aug 1, 2011 - Nov 4, 2011	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-1.01% Nov 7, 2011 - Jan 27, 2012	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-0.98% Mar 9, 2012 - Aug 31, 2012	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-0.98% Apr 13, 2017 - Sep 7, 2017	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-0.97% Feb 1, 2011 - Feb 22, 2011	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-0.95% Apr 3, 2025 - Apr 28, 2025	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-0.88% Aug 24, 2018 - Jan 30, 2019	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-0.84% Apr 30, 2025 - Jun 26, 2025	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-0.76% Sep 24, 2024 - Jan 15, 2025	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-0.69% Mar 17, 2026 - Apr 13, 2026	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-0.69% Dec 6, 2010 - Jan 3, 2011	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between STIP and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (1999 - 2026)

STIP vs SPY dividend yield comparison.

Year	STIP	SPY
2026	0.76%	0.24%
2025	4.11%	1.07%
2024	2.62%	1.21%
2023	2.84%	1.40%
2022	6.04%	1.65%
2021	4.15%	1.20%
2020	1.40%	1.52%
2019	2.06%	1.75%
2018	2.44%	2.04%
2017	1.59%	1.80%
2016	0.89%	2.03%
2015	0.00%	2.06%
2014	0.74%	1.87%
2013	0.31%	1.81%
2012	1.05%	2.18%
2011	2.47%	2.05%
2010	0.07%	1.80%
2009	0.00%	1.95%
2008	0.00%	3.02%
2007	0.00%	1.85%
2006	0.00%	1.73%
2005	0.00%	1.73%
2004	0.00%	1.82%
2003	0.00%	1.47%
2002	0.00%	1.70%
2001	0.00%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%