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SPIP vs STIP

State Street SPDR Portfolio TIPS ETF vs iShares 0-5 Year TIPS Bond ETF

SPIP

State Street SPDR Portfolio TIPS ETF

Annual cost

0.12%

Fund size

$1.0B

STIP

iShares 0-5 Year TIPS Bond ETF

Annual cost

0.03%

Fund size

$15.8B

Key differences

Both SPIP and STIP are fixed income ETFs. SPIP charges 0.12% a year and STIP 0.03%. The main difference: STIP costs 0.09% less per year.

  • STIP costs 0.09% less per year.
  • STIP is much larger than SPIP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, STIP has delivered higher annualized returns.

Side-by-side comparison

SPIPSTIP
Annual cost (TER)0.12%0.03%
Fund size (AUM)$1.0B$15.8B
Since20072010
Dividend yield3.83%3.46%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.2%+4.4%
CAGR 3Y+3.4%+5.1%
CAGR 5Y+0.8%+3.3%
Sharpe 3Y-0.010.70
Volatility 1Y3.60%1.47%
Max drawdown-15.38%-5.50%

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

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