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SCHP vs. SPIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SCHP vs. SPIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Schwab U.S. TIPS ETF (SCHP) and SPDR Portfolio TIPS ETF (SPIP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SCHP achieves a 1.61% return, which is significantly higher than SPIP's 1.49% return. Both investments have delivered pretty close results over the past 10 years, with SCHP having a 2.66% annualized return and SPIP not far behind at 2.62%.


SCHP

1D
0.00%
1M
0.05%
YTD
1.61%
6M
1.25%
1Y
4.83%
3Y*
3.99%
5Y*
1.13%
10Y*
2.66%

SPIP

1D
0.00%
1M
0.05%
YTD
1.49%
6M
1.18%
1Y
4.64%
3Y*
3.80%
5Y*
0.87%
10Y*
2.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SCHP vs. SPIP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SCHP
Schwab U.S. TIPS ETF
1.61%6.76%1.95%3.91%-12.02%5.87%10.86%8.52%-1.78%3.02%
SPIP
SPDR Portfolio TIPS ETF
1.49%6.78%2.35%2.98%-12.84%5.80%11.41%9.14%-1.53%3.16%

Correlation

The correlation between SCHP and SPIP is 0.95 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.95

Correlation (3Y)
Calculated over the trailing 3-year period

0.90

Correlation (5Y)
Calculated over the trailing 5-year period

0.94

Correlation (10Y)
Calculated over the trailing 10-year period

0.95

Correlation (All Time)
Calculated using the full available price history since Aug 6, 2010

0.95

The correlation between SCHP and SPIP has been stable across timeframes, ranging from 0.90 to 0.95 - a consistent structural relationship.

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Return for Risk

SCHP vs. SPIP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SCHP
SCHP Risk / Return Rank: 4646
Overall Rank
SCHP Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
SCHP Sortino Ratio Rank: 4646
Sortino Ratio Rank
SCHP Omega Ratio Rank: 4242
Omega Ratio Rank
SCHP Calmar Ratio Rank: 5252
Calmar Ratio Rank
SCHP Martin Ratio Rank: 4747
Martin Ratio Rank

SPIP
SPIP Risk / Return Rank: 4040
Overall Rank
SPIP Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
SPIP Sortino Ratio Rank: 3737
Sortino Ratio Rank
SPIP Omega Ratio Rank: 3636
Omega Ratio Rank
SPIP Calmar Ratio Rank: 4747
Calmar Ratio Rank
SPIP Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SCHP vs. SPIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. TIPS ETF (SCHP) and SPDR Portfolio TIPS ETF (SPIP). 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.


SCHPSPIPDifference
Sharpe ratioReturn per unit of total volatility

+0.17

Sortino ratioReturn per unit of downside risk

+0.33

Omega ratioGain probability vs. loss probability

1.26

1.24

+0.03

Calmar ratioReturn relative to maximum drawdown

2.51

2.28

+0.23

Martin ratioReturn relative to average drawdown

7.67

6.70

+0.97

SCHP vs. SPIP - Sharpe Ratio Comparison

The current SCHP Sharpe Ratio is 1.48, which is comparable to the SPIP Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of SCHP and SPIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


SCHPSPIPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

1.31

+0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

0.13

+0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.44

+0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.53

-0.02

Drawdowns

SCHP vs. SPIP - Drawdown Comparison

The maximum SCHP drawdown since its inception was -14.26%, smaller than the maximum SPIP drawdown of -15.39%. Use the drawdown chart below to compare losses from any high point for SCHP and SPIP.


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Drawdown Indicators


SCHPSPIPDifference

Max Drawdown

Largest peak-to-trough decline

-14.26%

-15.39%

+1.13%

Max Drawdown (1Y)

Largest decline over 1 year

-1.93%

-2.04%

+0.11%

Max Drawdown (3Y)

Largest decline over 3 years

-4.48%

-4.76%

+0.28%

Max Drawdown (5Y)

Largest decline over 5 years

-14.26%

-15.39%

+1.13%

Max Drawdown (10Y)

Largest decline over 10 years

-14.26%

-15.39%

+1.13%

Current Drawdown

Current decline from peak

-0.25%

-1.02%

+0.77%

Average Drawdown

Average peak-to-trough decline

-3.94%

-4.10%

+0.16%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.63%

0.70%

-0.07%

Volatility

SCHP vs. SPIP - Volatility Comparison

The current volatility for Schwab U.S. TIPS ETF (SCHP) is 0.89%, while SPDR Portfolio TIPS ETF (SPIP) has a volatility of 0.95%. This indicates that SCHP experiences smaller price fluctuations and is considered to be less risky than SPIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SCHPSPIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.89%

0.95%

-0.06%

Volatility (6M)

Calculated over the trailing 6-month period

2.20%

2.54%

-0.34%

Volatility (1Y)

Calculated over the trailing 1-year period

3.29%

3.57%

-0.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.12%

6.57%

-0.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.59%

6.01%

-0.42%

SCHP vs. SPIP - Expense Ratio Comparison

SCHP has a 0.03% expense ratio, which is lower than SPIP's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

SCHP vs. SPIP - Dividend Comparison

SCHP's dividend yield for the trailing twelve months is around 3.99%, less than SPIP's 4.75% yield.


PositionTTM20252024202320222021202020192018201720162015
SCHP
Schwab U.S. TIPS ETF
3.99%4.06%2.99%3.02%7.19%4.39%1.11%2.02%2.26%1.90%1.38%0.28%
SPIP
SPDR Portfolio TIPS ETF
4.75%4.09%3.36%3.70%7.05%4.53%1.97%2.91%2.80%3.02%1.88%0.14%

Frequently Asked Questions


With a correlation of 0.95, SCHP and SPIP move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

SPIP has higher volatility (0.95%) compared to SCHP (0.89%). In terms of maximum drawdown, SCHP dropped -14.26% vs SPIP's -15.39%.

On 10-year performance, SCHP leads with 2.66% vs 2.62% for SPIP. On fees, SCHP is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SCHP has performed better with a 2.66% return vs 2.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SCHP is cheaper with a 0.03% expense ratio, compared with 0.12% for SPIP.

SPIP has the higher dividend yield at 4.75%, compared with 3.99% for SCHP.

SCHP tracks Bloomberg US Treasury Inflation-Linked Bond Index (Series-L), while SPIP tracks Bloomberg Barclays US Government Inflation-linked Bond Index. They also come from different issuers: Charles Schwab and State Street. Their fees differ too: 0.03% for SCHP and 0.12% for SPIP.

SCHP currently has the higher Sharpe Ratio (1.48 vs 1.31), 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.

Portfolio Optimizer

Find the right allocation for SCHP and SPIP

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