RKT vs. STIP
RKT (Rocket Companies, Inc.) is a stock, while STIP (iShares 0-5 Year TIPS Bond ETF) is Inflation-Protected Bonds fund tracking the Bloomberg US Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). Over the past 5 years, RKT returned -5.32%/yr vs 3.28%/yr for STIP. At a 0.22 correlation, their price movements are largely independent.
Performance
RKT vs. STIP - Performance Comparison
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Returns By Period
In the year-to-date period, RKT achieves a -30.42% return, which is significantly lower than STIP's 1.34% return.
RKT
- 1D
- 0.97%
- 1M
- -2.32%
- YTD
- -30.42%
- 6M
- -29.40%
- 1Y
- -8.30%
- 3Y*
- 18.24%
- 5Y*
- -5.32%
- 10Y*
- —
STIP
- 1D
- 0.01%
- 1M
- -0.29%
- YTD
- 1.34%
- 6M
- 1.51%
- 1Y
- 3.58%
- 3Y*
- 4.99%
- 5Y*
- 3.28%
- 10Y*
- 3.07%
RKT vs. STIP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
RKT Rocket Companies, Inc. | -30.42% | 81.69% | -22.24% | 106.86% | -46.18% | -27.56% | 12.33% |
STIP iShares 0-5 Year TIPS Bond ETF | 1.34% | 6.03% | 4.77% | 4.63% | -3.02% | 5.68% | 1.83% |
Correlation
The correlation between RKT and STIP is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.21 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2020 | 0.22 |
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Return for Risk
RKT vs. STIP — Risk / Return Rank
RKT
STIP
RKT vs. STIP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Rocket Companies, Inc. (RKT) and iShares 0-5 Year TIPS Bond ETF (STIP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RKT | STIP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.48 | ||
| Sortino ratioReturn per unit of downside risk | -3.45 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.48 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 4.96 | -5.13 |
| Martin ratioReturn relative to average drawdown | -0.34 | 18.20 | -18.54 |
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Drawdowns
RKT vs. STIP - Drawdown Comparison
The maximum RKT drawdown since its inception was -83.00%, which is greater than STIP's maximum drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for RKT and STIP.
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Drawdown Indicators
| RKT | STIP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.00% | -5.50% | -77.50% |
Max Drawdown (1Y)Largest decline over 1 year | -47.31% | -0.73% | -46.58% |
Max Drawdown (3Y)Largest decline over 3 years | -50.60% | -0.95% | -49.65% |
Max Drawdown (5Y)Largest decline over 5 years | -66.53% | -5.50% | -61.03% |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.50% | — |
Current DrawdownCurrent decline from peak | -61.46% | -0.72% | -60.74% |
Average DrawdownAverage peak-to-trough decline | -60.14% | -0.99% | -59.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.16% | 0.20% | +23.96% |
Volatility
RKT vs. STIP - Volatility Comparison
Rocket Companies, Inc. (RKT) has a higher volatility of 21.34% compared to iShares 0-5 Year TIPS Bond ETF (STIP) at 0.64%. This indicates that RKT's price experiences larger fluctuations and is considered to be riskier than STIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RKT | STIP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.34% | 0.64% | +20.70% |
Volatility (6M)Calculated over the trailing 6-month period | 45.92% | 1.14% | +44.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 60.24% | 1.53% | +58.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.06% | 2.74% | +51.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 65.10% | 2.46% | +62.64% |
Dividends
RKT vs. STIP - Dividend Comparison
RKT has not paid dividends to shareholders, while STIP's dividend yield for the trailing twelve months is around 4.33%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
RKT Rocket Companies, Inc. | 0.00% | 4.13% | 0.00% | 0.00% | 14.43% | 7.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
STIP iShares 0-5 Year TIPS Bond ETF | 4.33% | 4.11% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% |
Frequently Asked Questions
RKT and STIP have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RKT has higher volatility (21.34%) compared to STIP (0.64%). In terms of maximum drawdown, RKT dropped -83.00% vs STIP's -5.50%.
STIP currently has the higher Sharpe Ratio (2.34 vs -0.14), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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