TIP vs IWS

Comparison between iShares TIPS Bond ETF (TIP, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).

5-Year PerformanceIWS has outperformed TIP, delivering a return of +7.9% compared to +1.1%

TIP vs IWS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TIP(ETF)	IWS(ETF)
Net Assets	$14B	$14B
Expense Ratio	0.18%	0.23%
Max Drawdown	21.96%	63.92%
Sharpe Ratio	0.31	1.66
5Y Beta	0.04	0.82
P/E Ratio	N/A	24.63
Forward P/E	N/A	16.02
5Y Dividends CAGR	19.66%	7.60%
5Y EPS CAGR	N/A	12.67%
Debt to Equity	N/A	-12.08%
P/S Ratio	N/A	1.58
P/B Ratio	N/A	2.54

Net Assets

TIP

$14B

Winner

IWS

$14B

Expense Ratio

Winner

TIP

0.18%

IWS

0.23%

Max Drawdown

Winner

TIP

21.96%

IWS

63.92%

Sharpe Ratio

TIP

0.31

Winner

IWS

1.66

5Y Beta

Winner

TIP

0.04

IWS

0.82

P/E Ratio

TIP

N/A

IWS

24.63

Forward P/E

TIP

N/A

IWS

16.02

5Y Dividends CAGR

Winner

TIP

19.66%

IWS

7.60%

5Y EPS CAGR

TIP

N/A

IWS

12.67%

Debt to Equity

TIP

N/A

IWS

-12.08%

P/S Ratio

TIP

N/A

IWS

1.58

P/B Ratio

TIP

N/A

IWS

2.54

TIP vs IWS - Historical Returns

Returns include dividend reinvestment.

Period	TIP	IWS
1 month	+0.95%	+3.98%
3 months	+1.08%	+4.02%
6 months	+1.57%	+14.89%
1 year	+5.14%	+27.30%
5 years(CAGR)	+1.10%	+7.91%
10 years(CAGR)	+2.64%	+10.28%
Max(CAGR)	+3.54%	+9.80%

TIP

+0.95%

Winner

IWS

+3.98%

TIP

+1.08%

Winner

IWS

+4.02%

TIP

+1.57%

Winner

IWS

+14.89%

TIP

+5.14%

Winner

IWS

+27.30%

5Y(CAGR)

TIP

+1.10%

Winner

IWS

+7.91%

10Y(CAGR)

TIP

+2.64%

Winner

IWS

+10.28%

Max(CAGR)

TIP

+3.54%

Winner

IWS

+9.80%

TIP vs IWS - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	TIP	IWS
2026	+1.91%	+11.05%
2025	+6.61%	+11.21%
2024	+1.79%	+13.15%
2023	+3.44%	+12.89%
2022	-11.74%	-12.25%
2021	+5.56%	+30.37%
2020	+10.30%	+5.02%
2019	+8.18%	+27.04%
2018	-1.18%	-12.90%
2017	+2.82%	+12.25%
2016	+4.27%	+20.88%
2015	-2.38%	-5.09%
2014	+3.25%	+15.69%
2013	-8.44%	+30.20%
2012	+6.43%	+17.01%
2011	+13.75%	-2.83%
2010	+5.86%	+22.53%
2009	+11.02%	+30.81%
2008	-1.32%	-37.02%
2007	+11.43%	-1.77%
2006	+0.06%	+18.55%
2005	+2.52%	+14.38%
2004	+8.51%	+23.59%
2003	-0.02%	+34.22%
2002	N/A	-10.03%
2001	N/A	+2.75%

TIP vs IWS Drawdown Comparison

The maximum drawdown for TIP was -14.58%, occurring on Nov 24, 2008. Recovery took 395 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 -0.81%.

Rank	TIP	IWS
#1	-14.58% Mar 10, 2008 - Oct 1, 2009	-62.39% Jun 4, 2007 - Sep 6, 2012
#2	-14.48% Nov 9, 2021 - Feb 27, 2026	-43.83% Feb 20, 2020 - Nov 24, 2020
#3	-11.20% Mar 6, 2020 - Apr 28, 2020	-30.36% Apr 10, 2002 - Sep 2, 2003
#4	-11.06% Dec 6, 2012 - Mar 20, 2019	-21.22% Jan 4, 2022 - Feb 29, 2024
#5	-6.30% Mar 17, 2004 - Sep 27, 2004	-20.75% Sep 21, 2018 - Jul 5, 2019
#6	-5.77% Oct 14, 2010 - Apr 19, 2011	-20.57% Nov 25, 2024 - Aug 22, 2025
#7	-3.84% Jun 1, 2005 - Aug 4, 2006	-19.03% Mar 20, 2015 - Jun 7, 2016
#8	-3.79% Aug 10, 2011 - Nov 2, 2011	-17.20% Aug 3, 2001 - Jan 4, 2002
#9	-3.39% Dec 4, 2006 - Mar 21, 2007	-9.60% Jan 26, 2018 - Aug 29, 2018
#10	-3.16% Feb 9, 2005 - Apr 20, 2005	-8.91% Mar 5, 2004 - Sep 7, 2004
#11	-3.15% Apr 30, 2007 - Jul 26, 2007	-8.62% Sep 5, 2014 - Nov 10, 2014
#12	-2.99% Jan 28, 2021 - May 5, 2021	-7.80% May 10, 2006 - Sep 26, 2006
#13	-2.94% Nov 26, 2007 - Jan 3, 2008	-7.54% Mar 2, 2026 - Apr 16, 2026
#14	-2.55% Nov 27, 2009 - Apr 29, 2010	-7.25% Mar 7, 2005 - Jun 13, 2005
#15	-2.46% Aug 29, 2019 - Jan 3, 2020	-7.19% May 20, 2013 - Jul 12, 2013

Correlation

Correlation between TIP and IWS is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2001 - 2026)

TIP vs IWS dividend yield comparison.

Year	TIP	IWS
2026	0.50%	0.29%
2025	3.46%	1.53%
2024	2.52%	1.50%
2023	2.73%	1.76%
2022	6.96%	1.93%
2021	4.28%	1.39%
2020	1.17%	1.87%
2019	1.75%	1.97%
2018	2.71%	2.53%
2017	2.07%	1.96%
2016	1.48%	2.10%
2015	0.34%	2.14%
2014	1.67%	1.84%
2013	1.15%	1.71%
2012	2.22%	2.09%
2011	4.10%	2.12%
2010	2.50%	1.95%
2009	3.89%	2.09%
2008	6.30%	3.09%
2007	4.25%	2.29%
2006	4.32%	1.83%
2005	5.42%	1.95%
2004	3.92%	1.54%
2003	0.12%	1.70%
2002	0.00%	1.91%
2001	0.00%	0.86%