SCHP vs. STIP

In the year-to-date period, SCHP achieves a 4.39% return, which is significantly higher than STIP's 3.23% return. Over the past 10 years, SCHP has underperformed STIP with an annualized return of 2.38%, while STIP has yielded a comparatively higher 2.82% annualized return.

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SCHP has a 0.05% expense ratio, which is lower than STIP's 0.06% 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%.

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

The current SCHP Sharpe Ratio is 1.61, which is lower than the STIP Sharpe Ratio of 3.93. The chart below compares the historical Sharpe Ratios of SCHP and STIP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SCHP's dividend yield for the trailing twelve months is around 3.16%, less than STIP's 3.34% yield.

The maximum SCHP drawdown since its inception was -14.26%, which is greater than STIP's maximum drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for SCHP and STIP. For additional features, visit the drawdowns tool.

Schwab U.S. TIPS ETF (SCHP) has a higher volatility of 1.35% compared to iShares 0-5 Year TIPS Bond ETF (STIP) at 0.82%. This indicates that SCHP'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.