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SPIP vs. IEF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPIP vs. IEF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Portfolio TIPS ETF (SPIP) and iShares 7-10 Year Treasury Bond ETF (IEF). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPIP achieves a 1.49% return, which is significantly higher than IEF's -0.66% return. Over the past 10 years, SPIP has outperformed IEF with an annualized return of 2.61%, while IEF has yielded a comparatively lower 0.63% annualized return.


SPIP

1D
-0.16%
1M
0.02%
YTD
1.49%
6M
1.02%
1Y
4.97%
3Y*
3.85%
5Y*
0.87%
10Y*
2.61%

IEF

1D
-0.25%
1M
-0.08%
YTD
-0.66%
6M
-1.17%
1Y
4.06%
3Y*
2.47%
5Y*
-1.14%
10Y*
0.63%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPIP vs. IEF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
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%
IEF
iShares 7-10 Year Treasury Bond ETF
-0.66%8.03%-0.63%3.64%-15.15%-3.33%10.01%8.03%0.99%2.55%

Correlation

The correlation between SPIP and IEF is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.88

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

0.83

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

0.77

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

0.77

Correlation (All Time)
Calculated using the full available price history since May 31, 2007

0.77

The correlation between SPIP and IEF shifts across timeframes, from 0.77 (all time) to 0.88 (1 year), reflecting how their relationship changes across market environments.

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Return for Risk

SPIP vs. IEF — Risk / Return Rank

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

SPIP
SPIP Risk / Return Rank: 4141
Overall Rank
SPIP Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
SPIP Sortino Ratio Rank: 3939
Sortino Ratio Rank
SPIP Omega Ratio Rank: 3737
Omega Ratio Rank
SPIP Calmar Ratio Rank: 4949
Calmar Ratio Rank
SPIP Martin Ratio Rank: 4444
Martin Ratio Rank

IEF
IEF Risk / Return Rank: 2323
Overall Rank
IEF Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
IEF Sortino Ratio Rank: 2323
Sortino Ratio Rank
IEF Omega Ratio Rank: 2121
Omega Ratio Rank
IEF Calmar Ratio Rank: 2222
Calmar Ratio Rank
IEF Martin Ratio Rank: 2323
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.

SPIP vs. IEF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Portfolio TIPS ETF (SPIP) and iShares 7-10 Year Treasury Bond ETF (IEF). 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.


SPIPIEFDifference
Sharpe ratioReturn per unit of total volatility

+0.54

Sortino ratioReturn per unit of downside risk

+0.76

Omega ratioGain probability vs. loss probability

1.25

1.15

+0.11

Calmar ratioReturn relative to maximum drawdown

2.44

1.00

+1.44

Martin ratioReturn relative to average drawdown

7.15

2.98

+4.17

SPIP vs. IEF - Sharpe Ratio Comparison

The current SPIP Sharpe Ratio is 1.40, which is higher than the IEF Sharpe Ratio of 0.85. The chart below compares the historical Sharpe Ratios of SPIP and IEF, 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


SPIPIEFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

0.85

+0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

-0.15

+0.28

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.44

0.10

+0.34

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.50

+0.03

Drawdowns

SPIP vs. IEF - Drawdown Comparison

The maximum SPIP drawdown since its inception was -15.39%, smaller than the maximum IEF drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for SPIP and IEF.


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Drawdown Indicators


SPIPIEFDifference

Max Drawdown

Largest peak-to-trough decline

-15.39%

-23.93%

+8.54%

Max Drawdown (1Y)

Largest decline over 1 year

-2.04%

-4.07%

+2.03%

Max Drawdown (3Y)

Largest decline over 3 years

-4.76%

-7.74%

+2.98%

Max Drawdown (5Y)

Largest decline over 5 years

-15.39%

-21.40%

+6.01%

Max Drawdown (10Y)

Largest decline over 10 years

-15.39%

-23.93%

+8.54%

Current Drawdown

Current decline from peak

-1.02%

-11.35%

+10.33%

Average Drawdown

Average peak-to-trough decline

-4.10%

-5.34%

+1.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

1.37%

-0.67%

Volatility

SPIP vs. IEF - Volatility Comparison

The current volatility for SPDR Portfolio TIPS ETF (SPIP) is 0.95%, while iShares 7-10 Year Treasury Bond ETF (IEF) has a volatility of 1.54%. This indicates that SPIP experiences smaller price fluctuations and is considered to be less risky than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SPIPIEFDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.95%

1.54%

-0.59%

Volatility (6M)

Calculated over the trailing 6-month period

2.54%

3.34%

-0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

3.57%

4.78%

-1.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.57%

7.71%

-1.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.01%

6.62%

-0.61%

SPIP vs. IEF - Expense Ratio Comparison

SPIP has a 0.12% expense ratio, which is lower than IEF's 0.15% 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

SPIP vs. IEF - Dividend Comparison

SPIP's dividend yield for the trailing twelve months is around 4.75%, more than IEF's 3.90% yield.


PositionTTM20252024202320222021202020192018201720162015
IEF
iShares 7-10 Year Treasury Bond ETF
3.90%3.77%3.62%2.91%1.96%0.83%1.08%2.08%2.24%1.82%1.81%1.90%
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


SPIP and IEF have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IEF has higher volatility (1.54%) compared to SPIP (0.95%). In terms of maximum drawdown, SPIP dropped -15.39% vs IEF's -23.93%.

On 10-year performance, SPIP leads with 2.61% vs 0.63% for IEF. On fees, SPIP is cheaper at 0.12% per year. On volatility, SPIP has been the lower-risk option at 0.95%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SPIP has performed better with a 2.61% return vs 0.63%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SPIP is cheaper with a 0.12% expense ratio, compared with 0.15% for IEF.

SPIP has the higher dividend yield at 4.75%, compared with 3.90% for IEF.

SPIP is categorized as Inflation-Protected Bonds, while IEF is Government Bonds. SPIP tracks Bloomberg Barclays US Government Inflation-linked Bond Index, while IEF tracks ICE U.S. Treasury 7-10 Year Bond Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.12% for SPIP and 0.15% for IEF.

SPIP currently has the higher Sharpe Ratio (1.40 vs 0.85), 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 SPIP and IEF

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