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PBTP vs STIP

Invesco 0-5 Yr US TIPS ETF vs iShares 0-5 Year TIPS Bond ETF

PBTP

Invesco 0-5 Yr US TIPS ETF

Annual cost

0.07%

Fund size

$68M

STIP

iShares 0-5 Year TIPS Bond ETF

Annual cost

0.03%

Fund size

$15.8B

Key differences

Both PBTP and STIP are fixed income ETFs. PBTP charges 0.07% a year and STIP 0.03%. The main difference: STIP is much larger than PBTP. Larger funds are usually more liquid and less likely to close.

  • STIP is much larger than PBTP. Larger funds are usually more liquid and less likely to close.
  • STIP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

PBTPSTIP
Annual cost (TER)0.07%0.03%
Fund size (AUM)$68M$15.8B
Since20172010
Dividend yield3.11%3.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.5%+4.4%
CAGR 3Y+5.1%+5.1%
CAGR 5Y+3.3%+3.3%
Sharpe 3Y0.670.70
Volatility 1Y1.55%1.47%
Max drawdown-5.44%-5.50%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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