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STIP vs SHV

iShares 0-5 Year TIPS Bond ETF vs iShares 0–1 Year Treasury Bond ETF

STIP

iShares 0-5 Year TIPS Bond ETF

Annual cost

0.03%

Fund size

$15.8B

SHV

iShares 0–1 Year Treasury Bond ETF

Annual cost

0.15%

Fund size

$20.7B

Key differences

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

  • STIP costs 0.12% less per year.

Side-by-side comparison

STIPSHV
Annual cost (TER)0.03%0.15%
Fund size (AUM)$15.8B$20.7B
Since20102007
Dividend yield3.46%3.88%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.4%+3.9%
CAGR 3Y+5.1%+4.7%
CAGR 5Y+3.3%+3.3%
Sharpe 3Y0.704.11
Volatility 1Y1.47%0.21%
Max drawdown-5.50%-0.45%

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

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