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BIIPX vs. VTAPX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between BIIPX and VTAPX is 0.81, 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.


-0.50.00.51.00.8

Performance

BIIPX vs. VTAPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Short-Term TIPS Bond Index Fund (BIIPX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). The values are adjusted to include any dividend payments, if applicable.

0.00%0.50%1.00%1.50%2.00%SeptemberOctoberNovemberDecember2025February
2.22%
2.26%
BIIPX
VTAPX

Key characteristics

Sharpe Ratio

BIIPX:

2.62

VTAPX:

3.71

Sortino Ratio

BIIPX:

4.73

VTAPX:

5.76

Omega Ratio

BIIPX:

1.64

VTAPX:

1.82

Calmar Ratio

BIIPX:

6.44

VTAPX:

7.64

Martin Ratio

BIIPX:

16.77

VTAPX:

23.03

Ulcer Index

BIIPX:

0.36%

VTAPX:

0.27%

Daily Std Dev

BIIPX:

2.28%

VTAPX:

1.65%

Max Drawdown

BIIPX:

-5.13%

VTAPX:

-5.33%

Current Drawdown

BIIPX:

0.00%

VTAPX:

0.00%

Returns By Period

In the year-to-date period, BIIPX achieves a 1.26% return, which is significantly lower than VTAPX's 1.40% return.


BIIPX

YTD

1.26%

1M

0.84%

6M

2.22%

1Y

6.07%

5Y*

3.38%

10Y*

N/A

VTAPX

YTD

1.40%

1M

0.94%

6M

2.26%

1Y

6.24%

5Y*

3.47%

10Y*

2.64%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


BIIPX vs. VTAPX - Expense Ratio Comparison

BIIPX has a 0.08% expense ratio, which is higher than VTAPX's 0.06% 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%.


BIIPX
iShares Short-Term TIPS Bond Index Fund
Expense ratio chart for BIIPX: current value at 0.08% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.08%
Expense ratio chart for VTAPX: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

Risk-Adjusted Performance

BIIPX vs. VTAPX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BIIPX
The Risk-Adjusted Performance Rank of BIIPX is 9494
Overall Rank
The Sharpe Ratio Rank of BIIPX is 9393
Sharpe Ratio Rank
The Sortino Ratio Rank of BIIPX is 9494
Sortino Ratio Rank
The Omega Ratio Rank of BIIPX is 9393
Omega Ratio Rank
The Calmar Ratio Rank of BIIPX is 9696
Calmar Ratio Rank
The Martin Ratio Rank of BIIPX is 9494
Martin Ratio Rank

VTAPX
The Risk-Adjusted Performance Rank of VTAPX is 9696
Overall Rank
The Sharpe Ratio Rank of VTAPX is 9898
Sharpe Ratio Rank
The Sortino Ratio Rank of VTAPX is 9696
Sortino Ratio Rank
The Omega Ratio Rank of VTAPX is 9595
Omega Ratio Rank
The Calmar Ratio Rank of VTAPX is 9797
Calmar Ratio Rank
The Martin Ratio Rank of VTAPX is 9696
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

BIIPX vs. VTAPX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Short-Term TIPS Bond Index Fund (BIIPX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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.


Sharpe ratio
The chart of Sharpe ratio for BIIPX, currently valued at 2.62, compared to the broader market-1.000.001.002.003.004.002.623.74
The chart of Sortino ratio for BIIPX, currently valued at 4.73, compared to the broader market0.002.004.006.008.0010.0012.004.735.81
The chart of Omega ratio for BIIPX, currently valued at 1.64, compared to the broader market1.002.003.004.001.641.83
The chart of Calmar ratio for BIIPX, currently valued at 6.44, compared to the broader market0.005.0010.0015.0020.006.447.70
The chart of Martin ratio for BIIPX, currently valued at 16.77, compared to the broader market0.0020.0040.0060.0080.0016.7723.21
BIIPX
VTAPX

The current BIIPX Sharpe Ratio is 2.62, which is comparable to the VTAPX Sharpe Ratio of 3.71. The chart below compares the historical Sharpe Ratios of BIIPX and VTAPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio2.002.503.003.504.00SeptemberOctoberNovemberDecember2025February
2.62
3.74
BIIPX
VTAPX

Dividends

BIIPX vs. VTAPX - Dividend Comparison

BIIPX's dividend yield for the trailing twelve months is around 4.37%, more than VTAPX's 2.64% yield.


TTM20242023202220212020201920182017201620152014
BIIPX
iShares Short-Term TIPS Bond Index Fund
4.37%4.30%3.77%6.02%4.35%1.56%2.12%2.63%1.74%1.86%0.00%0.00%
VTAPX
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares
2.64%2.68%2.84%6.82%4.68%1.19%1.94%2.45%1.52%0.76%0.00%0.82%

Drawdowns

BIIPX vs. VTAPX - Drawdown Comparison

The maximum BIIPX drawdown since its inception was -5.13%, roughly equal to the maximum VTAPX drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for BIIPX and VTAPX. For additional features, visit the drawdowns tool.


-1.00%-0.80%-0.60%-0.40%-0.20%0.00%SeptemberOctoberNovemberDecember2025February00
BIIPX
VTAPX

Volatility

BIIPX vs. VTAPX - Volatility Comparison

iShares Short-Term TIPS Bond Index Fund (BIIPX) has a higher volatility of 0.44% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.38%. This indicates that BIIPX's price experiences larger fluctuations and is considered to be riskier than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.30%0.40%0.50%0.60%0.70%0.80%SeptemberOctoberNovemberDecember2025February
0.44%
0.38%
BIIPX
VTAPX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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