XVV vs. TIP
Compare and contrast key facts about iShares ESG Screened S&P 500 ETF (XVV) and iShares TIPS Bond ETF (TIP).
XVV and TIP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Sustainablility Screened Index. It was launched on Sep 22, 2020. TIP is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Dec 4, 2003. Both XVV and TIP are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
XVV vs. TIP - Performance Comparison
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XVV vs. TIP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | -6.38% | 17.53% | 25.87% | 29.78% | -21.46% | 29.19% | 16.13% |
TIP iShares TIPS Bond ETF | 0.41% | 6.77% | 1.65% | 3.80% | -12.26% | 5.68% | 1.84% |
Returns By Period
In the year-to-date period, XVV achieves a -6.38% return, which is significantly lower than TIP's 0.41% return.
XVV
- 1D
- 2.93%
- 1M
- -5.54%
- YTD
- -6.38%
- 6M
- -3.96%
- 1Y
- 16.21%
- 3Y*
- 18.11%
- 5Y*
- 11.25%
- 10Y*
- —
TIP
- 1D
- 0.01%
- 1M
- -1.36%
- YTD
- 0.41%
- 6M
- 0.33%
- 1Y
- 2.82%
- 3Y*
- 2.98%
- 5Y*
- 1.24%
- 10Y*
- 2.49%
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XVV vs. TIP - Expense Ratio Comparison
XVV has a 0.08% expense ratio, which is lower than TIP's 0.19% 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%.
Return for Risk
XVV vs. TIP — Risk / Return Rank
XVV
TIP
XVV vs. TIP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Screened S&P 500 ETF (XVV) and iShares TIPS Bond ETF (TIP). 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.
| XVV | TIP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.68 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.35 | 0.95 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.12 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.36 | 1.18 | +0.18 |
Martin ratioReturn relative to average drawdown | 5.89 | 3.44 | +2.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| XVV | TIP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.68 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.20 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.43 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.84 | 0.57 | +0.27 |
Correlation
The correlation between XVV and TIP is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
XVV vs. TIP - Dividend Comparison
XVV's dividend yield for the trailing twelve months is around 1.03%, less than TIP's 3.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XVV iShares ESG Screened S&P 500 ETF | 1.03% | 0.94% | 1.05% | 1.25% | 1.57% | 0.81% | 0.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TIP iShares TIPS Bond ETF | 3.45% | 3.46% | 2.52% | 2.73% | 6.96% | 4.28% | 1.17% | 1.75% | 2.71% | 2.07% | 1.48% | 0.34% |
Drawdowns
XVV vs. TIP - Drawdown Comparison
The maximum XVV drawdown since its inception was -27.20%, which is greater than TIP's maximum drawdown of -14.57%. Use the drawdown chart below to compare losses from any high point for XVV and TIP.
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Drawdown Indicators
| XVV | TIP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.20% | -14.57% | -12.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -2.74% | -9.67% |
Max Drawdown (5Y)Largest decline over 5 years | -27.20% | -14.51% | -12.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.51% | — |
Current DrawdownCurrent decline from peak | -7.97% | -1.36% | -6.61% |
Average DrawdownAverage peak-to-trough decline | -6.02% | -3.46% | -2.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.86% | 0.94% | +1.92% |
Volatility
XVV vs. TIP - Volatility Comparison
iShares ESG Screened S&P 500 ETF (XVV) has a higher volatility of 5.63% compared to iShares TIPS Bond ETF (TIP) at 1.41%. This indicates that XVV's price experiences larger fluctuations and is considered to be riskier than TIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XVV | TIP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.63% | 1.41% | +4.22% |
Volatility (6M)Calculated over the trailing 6-month period | 10.05% | 2.35% | +7.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.04% | 4.17% | +14.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.60% | 6.23% | +11.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.47% | 5.75% | +11.72% |