TIP vs SPSM
Comparison between iShares TIPS Bond ETF (TIP, ETF) and SPDR(R) PORTFOLIO S&P 600 SMALL CAP ETF (SPSM, ETF).
5-Year PerformanceSPSM has outperformed TIP, delivering a return of +5.9% compared to +1.1%
TIP vs SPSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TIP vs SPSM - Historical Returns
Returns include dividend reinvestment.
TIP vs SPSM - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | TIP | SPSM |
|---|---|---|
| 2026 | +1.91% | +14.20% |
| 2025 | +6.61% | +6.16% |
| 2024 | +1.79% | +9.09% |
| 2023 | +3.44% | +16.28% |
| 2022 | -11.74% | -17.04% |
| 2021 | +5.56% | +28.01% |
| 2020 | +10.30% | +11.63% |
| 2019 | +8.18% | +25.19% |
| 2018 | -1.18% | -12.00% |
| 2017 | +2.82% | +14.85% |
| 2016 | +4.27% | +24.71% |
| 2015 | -2.38% | -2.60% |
| 2014 | +3.25% | +6.28% |
| 2013 | -8.44% | +15.61% |
| 2012 | +6.43% | N/A |
| 2011 | +13.75% | N/A |
| 2010 | +5.86% | N/A |
| 2009 | +11.02% | N/A |
| 2008 | -1.32% | N/A |
| 2007 | +11.43% | N/A |
| 2006 | +0.06% | N/A |
| 2005 | +2.52% | N/A |
| 2004 | +8.51% | N/A |
| 2003 | -0.02% | N/A |
TIP vs SPSM Drawdown Comparison
The maximum drawdown for TIP was -14.58%, occurring on Nov 24, 2008. Recovery took 395 trading sessions.
The maximum drawdown for SPSM was -42.88%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.
The current SPSM drawdown is -0.41%.
| Rank | TIP | SPSM |
|---|---|---|
| #1 | -14.58% Mar 10, 2008 - Oct 1, 2009 | -42.88% Jan 16, 2020 - Nov 17, 2020 |
| #2 | -14.48% Nov 9, 2021 - Feb 27, 2026 | -27.95% Nov 25, 2024 - Dec 11, 2025 |
| #3 | -11.20% Mar 6, 2020 - Apr 28, 2020 | -26.41% Aug 31, 2018 - Jan 16, 2020 |
| #4 | -11.06% Dec 6, 2012 - Mar 20, 2019 | -26.41% Nov 8, 2021 - Jul 16, 2024 |
| #5 | -6.30% Mar 17, 2004 - Sep 27, 2004 | -25.40% Jun 23, 2015 - Nov 11, 2016 |
| #6 | -5.77% Oct 14, 2010 - Apr 19, 2011 | -12.78% Jul 1, 2014 - Dec 23, 2014 |
| #7 | -3.84% Jun 1, 2005 - Aug 4, 2006 | -10.08% Mar 4, 2014 - Jul 1, 2014 |
| #8 | -3.79% Aug 10, 2011 - Nov 2, 2011 | -9.88% Jun 8, 2021 - Nov 1, 2021 |
| #9 | -3.39% Dec 4, 2006 - Mar 21, 2007 | -9.27% Mar 12, 2021 - Jun 1, 2021 |
| #10 | -3.16% Feb 9, 2005 - Apr 20, 2005 | -9.12% Jan 23, 2018 - May 16, 2018 |
| #11 | -3.15% Apr 30, 2007 - Jul 26, 2007 | -9.08% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -2.99% Jan 28, 2021 - May 5, 2021 | -8.72% Feb 10, 2026 - Apr 14, 2026 |
| #13 | -2.94% Nov 26, 2007 - Jan 3, 2008 | -7.21% Jan 22, 2014 - Feb 26, 2014 |
| #14 | -2.55% Nov 27, 2009 - Apr 29, 2010 | -6.49% Jul 25, 2017 - Sep 25, 2017 |
| #15 | -2.46% Aug 29, 2019 - Jan 3, 2020 | -5.12% Apr 15, 2015 - Jun 18, 2015 |
Correlation
Correlation between TIP and SPSM is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
TIP vs SPSM dividend yield comparison.
| Year | TIP | SPSM |
|---|---|---|
| 2026 | 0.50% | 0.31% |
| 2025 | 3.46% | 1.62% |
| 2024 | 2.52% | 1.85% |
| 2023 | 2.73% | 1.61% |
| 2022 | 6.96% | 1.38% |
| 2021 | 4.28% | 1.40% |
| 2020 | 1.17% | 1.34% |
| 2019 | 1.75% | 1.58% |
| 2018 | 2.71% | 1.82% |
| 2017 | 2.07% | 1.51% |
| 2016 | 1.48% | 1.49% |
| 2015 | 0.34% | 2.37% |
| 2014 | 1.67% | 1.70% |
| 2013 | 1.15% | 0.68% |
| 2012 | 2.22% | 0.00% |
| 2011 | 4.10% | 0.00% |
| 2010 | 2.50% | 0.00% |
| 2009 | 3.89% | 0.00% |
| 2008 | 6.30% | 0.00% |
| 2007 | 4.25% | 0.00% |
| 2006 | 4.32% | 0.00% |
| 2005 | 5.42% | 0.00% |
| 2004 | 3.92% | 0.00% |
| 2003 | 0.12% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks