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TIP vs. BWX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TIP vs. BWX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares TIPS Bond ETF (TIP) and SPDR Bloomberg Barclays International Treasury Bond ETF (BWX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TIP achieves a 1.40% return, which is significantly higher than BWX's -1.69% return. Over the past 10 years, TIP has outperformed BWX with an annualized return of 2.53%, while BWX has yielded a comparatively lower -1.24% annualized return.


TIP

1D
0.01%
1M
0.25%
YTD
1.40%
6M
1.42%
1Y
4.76%
3Y*
4.00%
5Y*
0.91%
10Y*
2.53%

BWX

1D
0.00%
1M
0.80%
YTD
-1.69%
6M
-1.37%
1Y
-3.07%
3Y*
1.14%
5Y*
-4.44%
10Y*
-1.24%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TIP vs. BWX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TIP
iShares TIPS Bond ETF
1.40%6.77%1.65%3.80%-12.26%5.68%10.84%8.35%-1.42%2.92%
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
-1.69%7.67%-5.93%5.10%-19.72%-8.67%9.50%5.58%-1.85%9.93%

Correlation

The correlation between TIP and BWX is 0.58, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


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

0.58

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

0.63

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

0.57

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

0.53

Correlation (All Time)
Calculated using the full available price history since Oct 11, 2007

0.40

The correlation between TIP and BWX shifts across timeframes, from 0.40 (all time) to 0.63 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

TIP vs. BWX — Risk / Return Rank

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

TIP
TIP Risk / Return Rank: 4747
Overall Rank
TIP Sharpe Ratio Rank: 4444
Sharpe Ratio Rank
TIP Sortino Ratio Rank: 4848
Sortino Ratio Rank
TIP Omega Ratio Rank: 4242
Omega Ratio Rank
TIP Calmar Ratio Rank: 5353
Calmar Ratio Rank
TIP Martin Ratio Rank: 4949
Martin Ratio Rank

BWX
BWX Risk / Return Rank: 55
Overall Rank
BWX Sharpe Ratio Rank: 55
Sharpe Ratio Rank
BWX Sortino Ratio Rank: 55
Sortino Ratio Rank
BWX Omega Ratio Rank: 55
Omega Ratio Rank
BWX Calmar Ratio Rank: 44
Calmar Ratio Rank
BWX Martin Ratio Rank: 44
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.

TIP vs. BWX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares TIPS Bond ETF (TIP) and SPDR Bloomberg Barclays International Treasury Bond ETF (BWX). 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.


TIPBWXDifference
Sharpe ratioReturn per unit of total volatility

+1.86

Sortino ratioReturn per unit of downside risk

+2.77

Omega ratioGain probability vs. loss probability

1.24

0.93

+0.32

Calmar ratioReturn relative to maximum drawdown

2.34

-0.61

+2.96

Martin ratioReturn relative to average drawdown

7.00

-1.21

+8.21

TIP vs. BWX - Sharpe Ratio Comparison

The current TIP Sharpe Ratio is 1.37, which is higher than the BWX Sharpe Ratio of -0.49. The chart below compares the historical Sharpe Ratios of TIP and BWX, 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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Drawdowns

TIP vs. BWX - Drawdown Comparison

The maximum TIP drawdown since its inception was -14.57%, smaller than the maximum BWX drawdown of -34.05%. Use the drawdown chart below to compare losses from any high point for TIP and BWX.


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Drawdown Indicators


TIPBWXDifference

Max Drawdown

Largest peak-to-trough decline

-14.57%

-34.05%

+19.48%

Max Drawdown (1Y)

Largest decline over 1 year

-1.98%

-6.16%

+4.18%

Max Drawdown (3Y)

Largest decline over 3 years

-4.54%

-10.22%

+5.68%

Max Drawdown (5Y)

Largest decline over 5 years

-14.51%

-30.78%

+16.27%

Max Drawdown (10Y)

Largest decline over 10 years

-14.51%

-34.05%

+19.54%

Current Drawdown

Current decline from peak

-0.46%

-23.81%

+23.35%

Average Drawdown

Average peak-to-trough decline

-3.43%

-10.06%

+6.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

3.13%

-2.47%

Volatility

TIP vs. BWX - Volatility Comparison

The current volatility for iShares TIPS Bond ETF (TIP) is 1.03%, while SPDR Bloomberg Barclays International Treasury Bond ETF (BWX) has a volatility of 2.49%. This indicates that TIP experiences smaller price fluctuations and is considered to be less risky than BWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIPBWXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.03%

2.49%

-1.46%

Volatility (6M)

Calculated over the trailing 6-month period

2.32%

5.91%

-3.59%

Volatility (1Y)

Calculated over the trailing 1-year period

3.39%

7.78%

-4.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.21%

9.70%

-3.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.74%

8.67%

-2.93%

TIP vs. BWX - Expense Ratio Comparison

TIP has a 0.18% expense ratio, which is lower than BWX's 0.35% expense ratio.


Dividends

TIP vs. BWX - Dividend Comparison

TIP's dividend yield for the trailing twelve months is around 3.76%, more than BWX's 2.37% yield.


PositionTTM20252024202320222021202020192018201720162015
BWX
SPDR Bloomberg Barclays International Treasury Bond ETF
2.37%2.19%1.99%1.63%1.23%0.93%0.95%1.16%1.07%0.46%0.00%0.00%
TIP
iShares TIPS Bond ETF
3.76%3.46%2.52%2.73%6.96%4.28%1.17%1.75%2.71%2.07%1.48%0.34%

Frequently Asked Questions


TIP and BWX have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BWX has higher volatility (2.49%) compared to TIP (1.03%). In terms of maximum drawdown, TIP dropped -14.57% vs BWX's -34.05%.

On 10-year performance, TIP leads with 2.53% vs -1.24% for BWX. On fees, TIP is cheaper at 0.18% per year. On volatility, TIP has been the lower-risk option at 1.03%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, TIP has performed better with a 2.53% return vs -1.24%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TIP is cheaper with a 0.18% expense ratio, compared with 0.35% for BWX.

TIP has the higher dividend yield at 3.76%, compared with 2.37% for BWX.

TIP is categorized as Inflation-Protected Bonds, while BWX is International Government Bonds. TIP tracks ICE U.S. Treasury Inflation Linked Bond Index, while BWX tracks Bloomberg Global Treasury x US Capped (Inception 8/31/2007). They also come from different issuers: iShares and State Street. Their fees differ too: 0.18% for TIP and 0.35% for BWX.

TIP currently has the higher Sharpe Ratio (1.37 vs -0.49), 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

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