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iShares 0-5 Year TIPS Bond ETF (STIP)



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Upturn Advisory Summary
08/14/2025: STIP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 10.55% | Avg. Invested days 128 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.33 | 52 Weeks Range 96.57 - 102.88 | Updated Date 06/29/2025 |
52 Weeks Range 96.57 - 102.88 | Updated Date 06/29/2025 |
Upturn AI SWOT
iShares 0-5 Year TIPS Bond ETF
ETF Overview
Overview
The iShares 0-5 Year TIPS Bond ETF (STIP) seeks to track the investment results of an index composed of inflation-protected U.S. Treasury bonds with remaining maturities between zero and five years. Its primary focus is on short-term inflation-protected securities, providing a hedge against inflation while minimizing interest rate risk. The ETF invests in TIPS with varying maturities within the specified range, offering diversification within the short-term TIPS market.
Reputation and Reliability
iShares is a well-known and reputable ETF provider, known for its wide range of investment products and generally reliable fund management.
Management Expertise
BlackRock, the parent company of iShares, has extensive experience and expertise in fixed income investing, making it a competent manager of TIPS ETFs.
Investment Objective
Goal
To track the investment results of an index composed of inflation-protected U.S. Treasury bonds with remaining maturities between zero and five years.
Investment Approach and Strategy
Strategy: The ETF aims to track the ICE U.S. Treasury 0-5 Year TIPS Index, a market-value weighted index that includes all publicly issued U.S. Treasury Inflation-Protected Securities that have a remaining maturity of less than five years.
Composition The ETF holds a portfolio of U.S. Treasury Inflation-Protected Securities (TIPS) with maturities ranging from 0 to 5 years. The composition varies based on the index it tracks.
Market Position
Market Share: The ETF is a major player in the short-term TIPS ETF market.
Total Net Assets (AUM): 3020000000
Competitors
Key Competitors
- Schwab Short-Term U.S. TIPS ETF (SCHP)
- Invesco Pure Beta TIPS ETF (TIPZ)
- PIMCO 1-5 Year U.S. TIPS Index ETF (STPZ)
Competitive Landscape
The short-term TIPS ETF market is dominated by a few key players. STIP has the advantage of greater AUM and liquidity, which can be attractive to larger investors. SCHP offers a lower expense ratio, which may appeal to cost-conscious investors. TIPZ and STPZ have unique indexing strategies, offering variations in exposure.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers and will vary based on the time period. Performance is linked to short-term interest rates and inflation expectations.
Benchmark Comparison: The ETF's performance should be compared to the ICE U.S. Treasury 0-5 Year TIPS Index.
Expense Ratio: 0.05
Liquidity
Average Trading Volume
The ETF generally has high trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The ETF typically has a tight bid-ask spread, indicating good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators like inflation rates, interest rate policies of the Federal Reserve, and overall market sentiment toward fixed income influence the ETF's performance.
Growth Trajectory
Growth is tied to investor demand for inflation protection and expectations regarding short-term interest rates, portfolio allocation changes and overall interest in fixed income markets.
Moat and Competitive Advantages
Competitive Edge
STIP benefits from the strong brand recognition of iShares and BlackRock, and it is a first mover advantage in the short-term TIPS ETF market. Its large AUM enhances liquidity, making it appealing to institutional investors. The ETF offers a pure exposure to short-term TIPS, and diversification within the short-term maturity range. These factors contribute to the ETF's stability and attractiveness.
Risk Analysis
Volatility
The ETF exhibits relatively low volatility due to its short-term maturity and focus on U.S. Treasury securities.
Market Risk
The primary risk is related to changes in interest rates and inflation expectations. Unexpected increases in real interest rates could negatively impact performance, and the ETF may underperform if inflation remains lower than expected.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking inflation protection with minimal interest rate risk, typically a conservative investor or someone nearing retirement.
Market Risk
This ETF is best suited for long-term investors looking for a hedge against inflation and a stable income stream, or those using it as part of a diversified fixed-income portfolio.
Summary
The iShares 0-5 Year TIPS Bond ETF (STIP) offers investors exposure to short-term, inflation-protected U.S. Treasury bonds. The ETF has the strength of BlackRock/iShares backing it. It is primarily suited for conservative investors looking for inflation protection while limiting interest rate risk, and it provides a stable income stream. The fundu2019s performance is tied to inflation expectations and short-term interest rate movements.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Market share estimates are based on available data and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares 0-5 Year TIPS Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The index measures the performance of the inflation-protected public obligations of the U.S. Treasury, commonly known as TIPS, that have a remaining maturity of less than or equal to five years. The fund will invest at least 80% of its assets in the component securities of the underlying index, and the fund will invest at least 90% of its assets in U.S. Treasury securities that BFA believes will help the fund track the underlying index.

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