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SPIP vs TIPX

State Street SPDR Portfolio TIPS ETF vs State Street SPDR Bloomberg 1-10 Year TIPS ETF

SPIP

State Street SPDR Portfolio TIPS ETF

Annual cost

0.12%

Fund size

$1.0B

TIPX

State Street SPDR Bloomberg 1-10 Year TIPS ETF

Annual cost

0.15%

Fund size

$1.9B

Key differences

Both SPIP and TIPX are fixed income ETFs. SPIP charges 0.12% a year and TIPX 0.15%. The main difference: Over the last three years, TIPX has delivered higher annualized returns.

  • Over the last three years, TIPX has delivered higher annualized returns.
  • SPIP has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPIPTIPX
Annual cost (TER)0.12%0.15%
Fund size (AUM)$1.0B$1.9B
Since20072013
Dividend yield3.83%3.70%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.2%+4.6%
CAGR 3Y+3.4%+4.5%
CAGR 5Y+0.8%+2.2%
Sharpe 3Y-0.010.27
Volatility 1Y3.60%2.61%
Max drawdown-15.38%-10.08%

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

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