TLDTX vs. VTIP

In the year-to-date period, TLDTX achieves a 0.68% return, which is significantly lower than VTIP's 0.87% return.

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TLDTX has a 0.21% expense ratio, which is higher than VTIP's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current TLDTX Sharpe Ratio is 0.71, which is lower than the VTIP Sharpe Ratio of 2.01. The chart below compares the historical Sharpe Ratios of TLDTX and VTIP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The correlation between TLDTX and VTIP is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

TLDTX's dividend yield for the trailing twelve months is around 4.44%, more than VTIP's 3.63% yield.

The maximum TLDTX drawdown since its inception was -7.24%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for TLDTX and VTIP.

T. Rowe Price U.S. Limited Duration TIPS Index Fund (TLDTX) has a higher volatility of 0.67% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.62%. This indicates that TLDTX's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.