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STIP vs IEF

iShares 0-5 Year TIPS Bond ETF vs iShares 7-10 Year Treasury Bond ETF

STIP

iShares 0-5 Year TIPS Bond ETF

Annual cost

0.03%

Fund size

$15.8B

IEF

iShares 7-10 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$48.3B

Key differences

Both STIP and IEF are fixed income ETFs. STIP charges 0.03% a year and IEF 0.15%. The main difference: STIP costs 0.12% less per year.

  • STIP costs 0.12% less per year.
  • IEF is much larger than STIP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, STIP has delivered higher annualized returns.
  • IEF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

STIPIEF
Annual cost (TER)0.03%0.15%
Fund size (AUM)$15.8B$48.3B
Since20102002
Dividend yield3.46%3.87%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.4%+3.1%
CAGR 3Y+5.1%+2.0%
CAGR 5Y+3.3%-1.2%
Sharpe 3Y0.70-0.20
Volatility 1Y1.47%4.75%
Max drawdown-5.50%-23.92%

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

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