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TIP Bonds — TIPS ETF (TIP)

Bonds — TIPS · Benchmark: Bloomberg US Agg Bond Index · Domiciled in US

AUM
$401.0B
Expense ratio
5.00%
Inception
2009-03-15
VMCI-Composite
66/100
5y CAGR
10.2%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

TIP Bonds — TIPS ETF — analysis

TIP Bonds — TIPS ETF runs $401.0B against Bloomberg US Agg Bond Index, with 5 bps of annual cost. The TIP ticker is the listing on the primary US exchange; the strategy has been live since 2009 in the bonds — tips category.

Composite quality on TIP's top-10 sleeve: VMCI of 66/100. The number aggregates Value, Quality, Integrity, Growth, and Risk pillars across the funds' largest positions. The cohort comparison reads above-average composite quality.

TIP performance ledger: 5y CAGR 10.2% (benchmark: 11.0%), 3y 8.9%, 1y 13.2%, YTD 0.2%. The 5y delta to index is -0.8 pp annualized.

Distribution metrics on TIP: 0.70% TTM yield, 0.2% 5y dividend CAGR. The two numbers together set the carry-and-growth math that income allocators run on this kind of fund.

On portfolio structure, TIP carries a 30% top-10 weight and a Technology-led sector mix (28%). The fund's largest single position is AAPL at 3.49%.

Funds that sit closest to TIP on the bonds — tips shelf: SPY, VOO, VTI. Allocators usually choose between them on cost (5 bps on this fund), distribution profile, and underlying methodology rather than headline category.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.49%47
2MSFT3.36%75
3NVDA3.36%44
4AMZN3.32%51
5GOOGL3.05%87
6META2.88%88
7BRK-B2.71%59
8TSLA2.57%67
9V2.57%89
10JPM2.53%58
11UNH2.27%64
12XOM2.23%51
13JNJ2.01%43
14PG1.96%62
15MA1.75%85
16HD1.57%43
17MRK1.40%77
18AVGO1.40%50
19PEP1.18%86
20COST1.00%78
21KO0.87%77
22WMT0.74%65
23BAC0.61%45
24CVX0.61%88
25ADBE0.57%57

Performance & income

YTD
0.2%
1y total return
13.2%
3y CAGR
8.9%
5y CAGR vs benchmark
10.2% / 11.0%
Dividend yield
0.70%
5y distribution CAGR
0.2%

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Data refreshed at request time and cached for 6 hours. As of 2026-05-15.

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