STIP Fund Comparisons

STIP is shown with FundQuant's current comparable-fund evidence. Current comparable funds include PBTP, STPZ, TDTT. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
STIP
Name
iShares 0-5 Year TIPS Bond ETF
Type
1940 Act ETF
Originator
BlackRock / iShares
Asset class
fixed_income
Net expense ratio
0.03%
AUM
$15B

Comparable Funds

FundQuant reviewed 33 active searchable funds, 12 ETFs, 21 mutual funds and returned 3 comparable funds for STIP.

  1. PBTP - Invesco 0-5 Yr US TIPS ETF (1940 Act ETF; Invesco; fixed_income; Strong Fit; fit score 86)
  2. STPZ - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (1940 Act ETF; PIMCO; fixed_income; Strong Fit; fit score 87)
  3. TDTT - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (1940 Act ETF; Flexshares; fixed_income; Strong Fit; fit score 84)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/STIP/comps