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TIP vs. SCHP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TIP vs. SCHP - Performance Comparison

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

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Returns By Period

As of year-to-date, both investments have demonstrated similar returns, with TIP at 1.53% and SCHP at 1.53%. Both investments have delivered pretty close results over the past 10 years, with TIP having a 2.54% annualized return and SCHP not far ahead at 2.62%.


TIP

1D
0.00%
1M
0.39%
YTD
1.53%
6M
1.61%
1Y
5.05%
3Y*
3.83%
5Y*
1.03%
10Y*
2.54%

SCHP

1D
0.00%
1M
0.42%
YTD
1.53%
6M
1.60%
1Y
5.15%
3Y*
3.96%
5Y*
1.18%
10Y*
2.62%
*Multi-year figures are annualized to reflect compound growth (CAGR)

TIP vs. SCHP - 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%2.92%
SCHP
Schwab U.S. TIPS ETF
1.53%6.76%1.95%3.91%-12.02%5.87%10.86%8.52%-1.78%3.02%

Correlation

The correlation between TIP and SCHP is 0.98 - 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

0.98

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

0.98

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

0.99

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

0.98

Correlation (All Time)
Calculated using the full available price history since Aug 5, 2010

0.97

The correlation between TIP and SCHP has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.

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Return for Risk

TIP vs. SCHP — 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: 4747
Martin Ratio Rank

SCHP
SCHP Risk / Return Rank: 4949
Overall Rank
SCHP Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
SCHP Sortino Ratio Rank: 5050
Sortino Ratio Rank
SCHP Omega Ratio Rank: 4545
Omega Ratio Rank
SCHP Calmar Ratio Rank: 5555
Calmar Ratio Rank
SCHP Martin Ratio Rank: 4949
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. SCHP - Risk-Adjusted Trends Comparison

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


TIPSCHPDifference
Sharpe ratioReturn per unit of total volatility

-0.07

Sortino ratioReturn per unit of downside risk

-0.08

Omega ratioGain probability vs. loss probability

1.27

1.28

-0.01

Calmar ratioReturn relative to maximum drawdown

2.57

2.68

-0.11

Martin ratioReturn relative to average drawdown

7.67

8.09

-0.42

TIP vs. SCHP - Sharpe Ratio Comparison

The current TIP Sharpe Ratio is 1.50, which is comparable to the SCHP Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of TIP and SCHP, 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. SCHP - Drawdown Comparison

The maximum TIP drawdown since its inception was -14.57%, roughly equal to the maximum SCHP drawdown of -14.26%. Use the drawdown chart below to compare losses from any high point for TIP and SCHP.


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Drawdown Indicators


TIPSCHPDifference

Max Drawdown

Largest peak-to-trough decline

-14.57%

-14.26%

-0.31%

Max Drawdown (1Y)

Largest decline over 1 year

-1.98%

-1.93%

-0.05%

Max Drawdown (3Y)

Largest decline over 3 years

-4.54%

-4.48%

-0.06%

Max Drawdown (5Y)

Largest decline over 5 years

-14.51%

-14.26%

-0.25%

Max Drawdown (10Y)

Largest decline over 10 years

-14.51%

-14.26%

-0.25%

Current Drawdown

Current decline from peak

-0.33%

-0.33%

0.00%

Average Drawdown

Average peak-to-trough decline

-3.43%

-3.93%

+0.50%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.66%

0.64%

+0.02%

Volatility

TIP vs. SCHP - Volatility Comparison

iShares TIPS Bond ETF (TIP) and Schwab U.S. TIPS ETF (SCHP) have volatilities of 0.96% and 0.93%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TIPSCHPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.96%

0.93%

+0.03%

Volatility (6M)

Calculated over the trailing 6-month period

2.32%

2.24%

+0.08%

Volatility (1Y)

Calculated over the trailing 1-year period

3.38%

3.29%

+0.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.19%

6.11%

+0.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.74%

5.59%

+0.15%

TIP vs. SCHP - Expense Ratio Comparison

TIP has a 0.18% expense ratio, which is higher than SCHP's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

TIP vs. SCHP - Dividend Comparison

TIP's dividend yield for the trailing twelve months is around 3.76%, less than SCHP's 3.99% 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%
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


With a correlation of 0.98, TIP and SCHP 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.

TIP has higher volatility (0.96%) compared to SCHP (0.93%). In terms of maximum drawdown, TIP dropped -14.57% vs SCHP's -14.26%.

On 10-year performance, SCHP leads with 2.62% vs 2.54% for TIP. 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 2.62% return vs 2.54%. 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 0.18% for TIP.

SCHP has the higher dividend yield at 3.99%, compared with 3.76% for TIP.

TIP tracks ICE U.S. Treasury Inflation Linked Bond Index, while SCHP tracks Bloomberg US Treasury Inflation-Linked Bond Index (Series-L). They also come from different issuers: iShares and Charles Schwab. Their fees differ too: 0.18% for TIP and 0.03% for SCHP.

SCHP currently has the higher Sharpe Ratio (1.58 vs 1.50), 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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