VLUE vs STIP
Comparison between ISHARES MSCI USA VALUE FACTOR ETF (VLUE, ETF) and ISHARES 0-5 YEAR TIPS BOND ETF (STIP, ETF).
5-Year PerformanceVLUE has outperformed STIP, delivering a return of +16.0% compared to +3.4%
VLUE vs STIP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
VLUE vs STIP - Historical Returns
Returns include dividend reinvestment.
VLUE vs STIP - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | VLUE | STIP |
|---|---|---|
| 2026 | +42.97% | +1.88% |
| 2025 | +32.85% | +5.96% |
| 2024 | +7.11% | +4.84% |
| 2023 | +14.27% | +4.59% |
| 2022 | -15.42% | -2.92% |
| 2021 | +30.09% | +5.58% |
| 2020 | -0.88% | +5.02% |
| 2019 | +25.91% | +4.87% |
| 2018 | -12.27% | +0.52% |
| 2017 | +20.70% | +0.75% |
| 2016 | +17.35% | +2.66% |
| 2015 | -2.57% | -0.19% |
| 2014 | +13.40% | -1.27% |
| 2013 | +22.41% | -1.75% |
| 2012 | N/A | +2.10% |
| 2011 | N/A | +4.36% |
| 2010 | N/A | +0.22% |
VLUE vs STIP Drawdown Comparison
The maximum drawdown for VLUE was -39.47%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.
The maximum drawdown for STIP was -5.49%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The current VLUE drawdown is -2.61%. The current STIP drawdown is -0.20%.
| Rank | VLUE | STIP |
|---|---|---|
| #1 | -39.47% Feb 12, 2020 - Jan 6, 2021 | -5.49% Mar 11, 2022 - Dec 14, 2023 |
| #2 | -27.11% Jan 14, 2022 - Mar 27, 2024 | -5.29% Mar 5, 2020 - May 29, 2020 |
| #3 | -22.15% Sep 20, 2018 - Nov 4, 2019 | -3.85% Sep 14, 2012 - Apr 13, 2017 |
| #4 | -19.66% May 22, 2015 - Oct 5, 2016 | -2.00% Nov 17, 2021 - Feb 28, 2022 |
| #5 | -17.88% Nov 25, 2024 - Jun 30, 2025 | -1.61% Aug 1, 2011 - Nov 4, 2011 |
| #6 | -10.21% Jan 26, 2018 - Aug 27, 2018 | -1.01% Nov 7, 2011 - Jan 27, 2012 |
| #7 | -9.17% Jul 16, 2024 - Sep 26, 2024 | -0.98% Mar 9, 2012 - Aug 31, 2012 |
| #8 | -9.04% Feb 11, 2026 - Apr 9, 2026 | -0.98% Apr 13, 2017 - Sep 7, 2017 |
| #9 | -8.18% Sep 18, 2014 - Nov 7, 2014 | -0.97% Feb 1, 2011 - Feb 22, 2011 |
| #10 | -7.52% Mar 28, 2024 - Jul 16, 2024 | -0.95% Apr 3, 2025 - Apr 28, 2025 |
| #11 | -7.09% Jun 4, 2021 - Nov 12, 2021 | -0.88% Aug 24, 2018 - Jan 30, 2019 |
| #12 | -6.43% Jun 2, 2026 - Jun 10, 2026 | -0.84% Apr 30, 2025 - Jun 26, 2025 |
| #13 | -6.03% Nov 12, 2025 - Nov 28, 2025 | -0.76% Sep 24, 2024 - Jan 15, 2025 |
| #14 | -5.78% Jan 15, 2014 - Feb 28, 2014 | -0.69% Mar 17, 2026 - Apr 13, 2026 |
| #15 | -5.63% May 21, 2013 - Jul 12, 2013 | -0.69% Dec 6, 2010 - Jan 3, 2011 |
Correlation
Correlation between VLUE and STIP is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2010 - 2026)
VLUE vs STIP dividend yield comparison.
| Year | VLUE | STIP |
|---|---|---|
| 2026 | 0.32% | 1.88% |
| 2025 | 2.11% | 4.11% |
| 2024 | 2.73% | 2.62% |
| 2023 | 2.66% | 2.84% |
| 2022 | 3.18% | 6.04% |
| 2021 | 2.22% | 4.15% |
| 2020 | 2.42% | 1.40% |
| 2019 | 2.61% | 2.06% |
| 2018 | 2.70% | 2.44% |
| 2017 | 2.14% | 1.59% |
| 2016 | 2.07% | 0.89% |
| 2015 | 2.39% | 0.00% |
| 2014 | 1.64% | 0.74% |
| 2013 | 1.33% | 0.31% |
| 2012 | 0.00% | 1.05% |
| 2011 | 0.00% | 2.47% |
| 2010 | 0.00% | 0.07% |
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