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TIP vs. JPST
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TIP vs. JPST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares TIPS Bond ETF (TIP) and JPMorgan Ultra-Short Income ETF (JPST). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with TIP having a 1.53% return and JPST slightly higher at 1.56%.


TIP

1D
0.14%
1M
0.39%
YTD
1.53%
6M
1.63%
1Y
4.91%
3Y*
3.83%
5Y*
1.10%
10Y*
2.54%

JPST

1D
0.06%
1M
0.37%
YTD
1.56%
6M
1.76%
1Y
4.34%
3Y*
5.19%
5Y*
3.64%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TIP vs. JPST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
TIP
iShares TIPS Bond ETF
1.53%6.77%1.65%3.80%-12.26%5.68%10.84%8.35%-1.42%1.43%
JPST
JPMorgan Ultra-Short Income ETF
1.56%4.99%5.58%5.13%1.14%0.11%2.18%3.34%2.23%0.98%

Correlation

The correlation between TIP and JPST is 0.51, 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

0.51

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

0.55

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

0.43

Correlation (All Time)
Calculated using the full available price history since May 19, 2017

0.32

The correlation between TIP and JPST shifts across timeframes, from 0.32 (all time) to 0.55 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

TIP vs. JPST — Risk / Return Rank

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

TIP
TIP Risk / Return Rank: 4949
Overall Rank
TIP Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
TIP Sortino Ratio Rank: 5050
Sortino Ratio Rank
TIP Omega Ratio Rank: 4444
Omega Ratio Rank
TIP Calmar Ratio Rank: 5555
Calmar Ratio Rank
TIP Martin Ratio Rank: 4848
Martin Ratio Rank

JPST
JPST Risk / Return Rank: 9999
Overall Rank
JPST Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
JPST Sortino Ratio Rank: 9999
Sortino Ratio Rank
JPST Omega Ratio Rank: 9999
Omega Ratio Rank
JPST Calmar Ratio Rank: 9999
Calmar Ratio Rank
JPST Martin Ratio Rank: 9999
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. JPST - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares TIPS Bond ETF (TIP) and JPMorgan Ultra-Short Income ETF (JPST). 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.


TIPJPSTDifference
Sharpe ratioReturn per unit of total volatility

-6.72

Sortino ratioReturn per unit of downside risk

-15.74

Omega ratioGain probability vs. loss probability

1.26

4.00

-2.73

Calmar ratioReturn relative to maximum drawdown

2.49

29.30

-26.81

Martin ratioReturn relative to average drawdown

7.45

143.82

-136.37

TIP vs. JPST - Sharpe Ratio Comparison

The current TIP Sharpe Ratio is 1.46, which is lower than the JPST Sharpe Ratio of 8.18. The chart below compares the historical Sharpe Ratios of TIP and JPST, 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. JPST - Drawdown Comparison

The maximum TIP drawdown since its inception was -14.57%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for TIP and JPST.


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Drawdown Indicators


TIPJPSTDifference

Max Drawdown

Largest peak-to-trough decline

-14.57%

-3.28%

-11.29%

Max Drawdown (1Y)

Largest decline over 1 year

-1.98%

-0.15%

-1.83%

Max Drawdown (3Y)

Largest decline over 3 years

-4.54%

-0.30%

-4.24%

Max Drawdown (5Y)

Largest decline over 5 years

-14.51%

-0.79%

-13.72%

Max Drawdown (10Y)

Largest decline over 10 years

-14.51%

Current Drawdown

Current decline from peak

-0.33%

0.00%

-0.33%

Average Drawdown

Average peak-to-trough decline

-3.43%

-0.08%

-3.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

0.03%

+0.63%

Volatility

TIP vs. JPST - Volatility Comparison

iShares TIPS Bond ETF (TIP) has a higher volatility of 1.03% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.16%. This indicates that TIP's price experiences larger fluctuations and is considered to be riskier than JPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIPJPSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.03%

0.16%

+0.87%

Volatility (6M)

Calculated over the trailing 6-month period

2.33%

0.36%

+1.97%

Volatility (1Y)

Calculated over the trailing 1-year period

3.38%

0.53%

+2.85%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.21%

0.58%

+5.63%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.74%

0.93%

+4.81%

TIP vs. JPST - Expense Ratio Comparison

Both TIP and JPST have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

TIP vs. JPST - Dividend Comparison

TIP's dividend yield for the trailing twelve months is around 3.76%, less than JPST's 4.25% yield.


PositionTTM20252024202320222021202020192018201720162015
JPST
JPMorgan Ultra-Short Income ETF
4.25%4.43%5.16%4.79%1.83%0.73%1.43%2.69%2.07%0.96%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 JPST have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TIP has higher volatility (1.03%) compared to JPST (0.16%). In terms of maximum drawdown, TIP dropped -14.57% vs JPST's -3.28%.

On 5-year performance, JPST leads with 3.64% vs 1.10% for TIP. Both ETFs have the same 0.18% expense ratio. On volatility, JPST has been the lower-risk option at 0.16%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, JPST has performed better with a 3.64% return vs 1.10%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TIP and JPST have the same expense ratio: 0.18% per year.

JPST has the higher dividend yield at 4.25%, compared with 3.76% for TIP.

TIP is categorized as Inflation-Protected Bonds, while JPST is Ultrashort Bond. They also come from different issuers: iShares and JPMorgan.

JPST currently has the higher Sharpe Ratio (8.18 vs 1.46), 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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