STIP vs VLUE
Comparison between ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF) and ISHARES MSCI USA VALUE FACTOR ETF (VLUE, ETF).
5-Year PerformanceVLUE has outperformed STIP, delivering a return of +16.7% compared to +3.3%
STIP vs VLUE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
STIP vs VLUE - Historical Returns
Returns include dividend reinvestment.
STIP vs VLUE - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | STIP | VLUE |
|---|---|---|
| 2026 | +1.35% | +42.55% |
| 2025 | +5.96% | +32.85% |
| 2024 | +4.84% | +7.11% |
| 2023 | +4.59% | +14.27% |
| 2022 | -2.92% | -15.42% |
| 2021 | +5.58% | +30.09% |
| 2020 | +5.02% | -0.88% |
| 2019 | +4.87% | +25.91% |
| 2018 | +0.52% | -12.27% |
| 2017 | +0.75% | +20.70% |
| 2016 | +2.66% | +17.35% |
| 2015 | -0.19% | -2.57% |
| 2014 | -1.27% | +13.40% |
| 2013 | -1.75% | +22.41% |
| 2012 | +2.10% | N/A |
| 2011 | +4.36% | N/A |
| 2010 | +0.22% | N/A |
STIP vs VLUE Drawdown Comparison
The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The maximum drawdown for VLUE was -39.47%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The current STIP drawdown is -0.72%. The current VLUE drawdown is -3.46%.
| Rank | STIP | VLUE |
|---|---|---|
| #1 | -5.49% Mar 11, 2022 - Dec 14, 2023 | -39.47% Feb 12, 2020 - Jan 6, 2021 |
| #2 | -5.29% Mar 5, 2020 - May 29, 2020 | -27.11% Jan 14, 2022 - Mar 27, 2024 |
| #3 | -3.85% Sep 14, 2012 - Apr 13, 2017 | -22.15% Sep 20, 2018 - Nov 4, 2019 |
| #4 | -2.00% Nov 17, 2021 - Feb 28, 2022 | -19.66% May 22, 2015 - Oct 5, 2016 |
| #5 | -1.61% Aug 1, 2011 - Nov 4, 2011 | -17.88% Nov 25, 2024 - Jun 30, 2025 |
| #6 | -1.01% Nov 7, 2011 - Jan 27, 2012 | -10.21% Jan 26, 2018 - Aug 27, 2018 |
| #7 | -0.98% Mar 9, 2012 - Aug 31, 2012 | -9.17% Jul 16, 2024 - Sep 26, 2024 |
| #8 | -0.98% Apr 13, 2017 - Sep 7, 2017 | -9.04% Feb 11, 2026 - Apr 9, 2026 |
| #9 | -0.97% Feb 1, 2011 - Feb 22, 2011 | -8.18% Sep 18, 2014 - Nov 7, 2014 |
| #10 | -0.95% Apr 3, 2025 - Apr 28, 2025 | -7.52% Mar 28, 2024 - Jul 16, 2024 |
| #11 | -0.88% Aug 24, 2018 - Jan 30, 2019 | -7.09% Jun 4, 2021 - Nov 12, 2021 |
| #12 | -0.84% Apr 30, 2025 - Jun 26, 2025 | -6.43% Jun 2, 2026 - Jun 22, 2026 |
| #13 | -0.76% Sep 24, 2024 - Jan 15, 2025 | -6.03% Nov 12, 2025 - Nov 28, 2025 |
| #14 | -0.73% May 13, 2026 - Jun 22, 2026 | -5.78% Jan 15, 2014 - Feb 28, 2014 |
| #15 | -0.69% Mar 17, 2026 - Apr 13, 2026 | -5.63% May 21, 2013 - Jul 12, 2013 |
Correlation
Correlation between STIP and VLUE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2010 - 2026)
STIP vs VLUE dividend yield comparison.
| Year | STIP | VLUE |
|---|---|---|
| 2026 | 1.89% | 0.67% |
| 2025 | 4.11% | 2.11% |
| 2024 | 2.62% | 2.73% |
| 2023 | 2.84% | 2.66% |
| 2022 | 6.04% | 3.18% |
| 2021 | 4.15% | 2.22% |
| 2020 | 1.40% | 2.42% |
| 2019 | 2.06% | 2.61% |
| 2018 | 2.44% | 2.70% |
| 2017 | 1.59% | 2.14% |
| 2016 | 0.89% | 2.07% |
| 2015 | 0.00% | 2.39% |
| 2014 | 0.74% | 1.64% |
| 2013 | 0.31% | 1.33% |
| 2012 | 1.05% | 0.00% |
| 2011 | 2.47% | 0.00% |
| 2010 | 0.07% | 0.00% |
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