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STIP vs SPIP

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

STIP

iShares 0-5 Year TIPS Bond ETF

Annual cost

0.03%

Fund size

$15.8B

SPIP

State Street SPDR Portfolio TIPS ETF

Annual cost

0.12%

Fund size

$1.0B

Key differences

Both STIP and SPIP are fixed income ETFs. STIP charges 0.03% a year and SPIP 0.12%. 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

STIPSPIP
Annual cost (TER)0.03%0.12%
Fund size (AUM)$15.8B$1.0B
Since20102007
Dividend yield3.46%3.83%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.4%+4.2%
CAGR 3Y+5.1%+3.4%
CAGR 5Y+3.3%+0.8%
Sharpe 3Y0.70-0.01
Volatility 1Y1.47%3.60%
Max drawdown-5.50%-15.38%

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

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