STIP vs. TLDTX
Compare and contrast key facts about iShares 0-5 Year TIPS Bond ETF (STIP) and T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX).
STIP is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Dec 1, 2010. TLDTX is managed by T. Rowe Price. It was launched on Nov 1, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STIP or TLDTX.
Correlation
The correlation between STIP and TLDTX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
STIP vs. TLDTX - Performance Comparison
Key characteristics
STIP:
4.09
TLDTX:
1.48
STIP:
6.56
TLDTX:
2.22
STIP:
1.91
TLDTX:
1.54
STIP:
9.26
TLDTX:
1.96
STIP:
27.20
TLDTX:
14.41
STIP:
0.26%
TLDTX:
0.54%
STIP:
1.71%
TLDTX:
5.22%
STIP:
-5.50%
TLDTX:
-7.24%
STIP:
0.00%
TLDTX:
0.00%
Returns By Period
In the year-to-date period, STIP achieves a 2.14% return, which is significantly lower than TLDTX's 2.27% return.
STIP
2.14%
1.33%
3.08%
6.47%
3.66%
2.74%
TLDTX
2.27%
1.49%
2.81%
6.72%
N/A
N/A
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STIP vs. TLDTX - Expense Ratio Comparison
STIP has a 0.06% expense ratio, which is lower than TLDTX's 0.21% 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%.
Risk-Adjusted Performance
STIP vs. TLDTX — Risk-Adjusted Performance Rank
STIP
TLDTX
STIP vs. TLDTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares 0-5 Year TIPS Bond ETF (STIP) and T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX). 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.
Dividends
STIP vs. TLDTX - Dividend Comparison
STIP's dividend yield for the trailing twelve months is around 2.60%, less than TLDTX's 4.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STIP iShares 0-5 Year TIPS Bond ETF | 2.60% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% | 0.00% | 0.74% |
TLDTX T. Rowe Price U.S. Limited Duration TIPS Index Fund | 4.75% | 5.14% | 4.37% | 6.29% | 7.53% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
STIP vs. TLDTX - Drawdown Comparison
The maximum STIP drawdown since its inception was -5.50%, smaller than the maximum TLDTX drawdown of -7.24%. Use the drawdown chart below to compare losses from any high point for STIP and TLDTX. For additional features, visit the drawdowns tool.
Volatility
STIP vs. TLDTX - Volatility Comparison
The current volatility for iShares 0-5 Year TIPS Bond ETF (STIP) is 0.47%, while T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) has a volatility of 0.64%. This indicates that STIP experiences smaller price fluctuations and is considered to be less risky than TLDTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.