STIP — iShares 0-5 Year TIPS Bond ETF

iShares (BlackRock) · Expense Ratio: 0.03% · Inflation Protected · 5bp below the Inflation Protected category average of 0.08%

Portfolio Hedge

Key Facts

TickerSTIP
Full NameiShares 0-5 Year TIPS Bond ETF
ProvideriShares (BlackRock)
Expense Ratio0.03%
CategoryInflation Protected
Assets Under Management$10B
Inception Year2010 (16 years ago)
Number of Holdings27
Dividend Yield~3.3% (high)
Top HoldingsTIPS 0-5yr

What Is STIP?

STIP, managed by iShares (BlackRock), launched in 2010, is a well-established ETF with adequate liquidity for most investors in the Inflation Protected category. Inflation-protected bond ETF investing in TIPS and other inflation-linked securities. With $10B in assets under management, it has adequate trading volume for most individual investors.

STIP in a FIRE Portfolio

TIPS protect your portfolio's purchasing power against inflation — critical for FIRE investors with 30-50 year retirement horizons where inflation is the silent killer.

As a portfolio hedge:

Inflation is the biggest risk for FIRE investors with 30-50 year retirements. TIPS funds like STIP adjust their principal with CPI, ensuring your purchasing power keeps pace with rising prices over decades.

Cost Analysis: How STIP's 0.03% Fee Affects Your FIRE Timeline

At 0.03%, STIP is in the ultra-low-cost tier. On a $100,000 investment, you pay just $30/year in fees. Over 30 years, the fee drag is approximately less than 1% of your total returns — essentially negligible for FIRE planning. This is about as close to "free" as ETFs get.

Dividend Income Potential

With a high dividend yield of approximately 3.3%, here's what STIP could generate in annual income at different portfolio sizes:

Portfolio Value Annual Dividend Income Monthly Income
$100,000 $3,300/year $275/month
$250,000 $8,250/year $688/month
$500,000 $16,500/year $1,375/month
$1,000,000 $33,000/year $2,750/month
This is a high-yield fund. A $1M position would generate $33,000/year — potentially covering a significant portion of your FIRE living expenses from dividends alone. However, high yields can sometimes signal higher risk or limited growth potential.

Frequently Asked Questions About STIP

What is the expense ratio for STIP?

STIP has an expense ratio of 0.03%. This is ultra-low-cost — on a $100K portfolio, annual fees are $30. 5bp below the inflation protected category average of 0.08%.

Is STIP good for a FIRE portfolio?

TIPS protect your portfolio's purchasing power against inflation — critical for FIRE investors with 30-50 year retirement horizons where inflation is the silent killer. Its 0.03% expense ratio is ultra-low-cost for the Inflation Protected category.

How does the 0.03% fee affect long-term returns?

At 0.03%, the fee impact is minimal — less than $50/year on a $100K portfolio. Over a 30-year FIRE timeline, the cumulative fee drag is under 1% of total returns, making STIP an extremely efficient choice.

Is STIP liquid enough for my portfolio?

STIP manages $10B in assets — a well-established ETF with adequate liquidity for most investors. For most individual FIRE investors making regular contributions, liquidity is sufficient. If you're investing large lump sums ($100K+), use limit orders to control your execution price.

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