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STIP
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iShares 0-5 Year TIPS Bond ETF (STIP)

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$103.12
Last Close (24-hour delay)
Profit since last BUY4.85%
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BUY since 176 days
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Upturn Advisory Summary

08/14/2025: STIP (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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iShares 0-5 Year TIPS Bond ETF

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.