BKIPX vs. VCTPX
Compare and contrast key facts about iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) and VALIC Company I Inflation Protected Fund (VCTPX).
BKIPX is a passively managed fund by iShares that tracks the performance of the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index. It was launched on Feb 16, 2016. VCTPX is managed by VALIC. It was launched on Dec 19, 2004.
Performance
BKIPX vs. VCTPX - Performance Comparison
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BKIPX vs. VCTPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 0.73% | 6.08% | 4.77% | 3.37% | -4.18% | 5.21% | 4.86% | 4.90% | 0.61% | 0.90% |
VCTPX VALIC Company I Inflation Protected Fund | 0.73% | 4.22% | 1.15% | 4.03% | -10.23% | 5.10% | 8.76% | 8.66% | -3.13% | 4.86% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with BKIPX at 0.73% and VCTPX at 0.73%.
BKIPX
- 1D
- 0.20%
- 1M
- -0.20%
- YTD
- 0.73%
- 6M
- 1.06%
- 1Y
- 3.68%
- 3Y*
- 4.22%
- 5Y*
- 2.90%
- 10Y*
- —
VCTPX
- 1D
- 0.58%
- 1M
- -1.27%
- YTD
- 0.73%
- 6M
- 0.73%
- 1Y
- 3.28%
- 3Y*
- 2.20%
- 5Y*
- 1.23%
- 10Y*
- 2.32%
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BKIPX vs. VCTPX - Expense Ratio Comparison
BKIPX has a 0.06% expense ratio, which is lower than VCTPX's 0.52% expense ratio.
Return for Risk
BKIPX vs. VCTPX — Risk / Return Rank
BKIPX
VCTPX
BKIPX vs. VCTPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) and VALIC Company I Inflation Protected Fund (VCTPX). 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.
| BKIPX | VCTPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 0.99 | +0.84 |
Sortino ratioReturn per unit of downside risk | 3.16 | 1.39 | +1.78 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.19 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 4.28 | 1.27 | +3.02 |
Martin ratioReturn relative to average drawdown | 12.41 | 4.18 | +8.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BKIPX | VCTPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 0.99 | +0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 0.22 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.25 | +0.86 |
Correlation
The correlation between BKIPX and VCTPX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BKIPX vs. VCTPX - Dividend Comparison
BKIPX's dividend yield for the trailing twelve months is around 3.60%, more than VCTPX's 2.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BKIPX iShares Short-Term TIPS Bond Index Fund Class K | 3.60% | 4.68% | 4.33% | 2.77% | 4.80% | 4.41% | 1.17% | 2.54% | 2.56% | 1.90% |
VCTPX VALIC Company I Inflation Protected Fund | 2.59% | 0.00% | 13.97% | 13.35% | 8.00% | 1.86% | 2.20% | 1.63% | 1.98% | 0.39% |
Drawdowns
BKIPX vs. VCTPX - Drawdown Comparison
The maximum BKIPX drawdown since its inception was -6.42%, smaller than the maximum VCTPX drawdown of -17.48%. Use the drawdown chart below to compare losses from any high point for BKIPX and VCTPX.
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Drawdown Indicators
| BKIPX | VCTPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.42% | -17.48% | +11.06% |
Max Drawdown (1Y)Largest decline over 1 year | -1.12% | -3.45% | +2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -6.42% | -12.81% | +6.39% |
Max Drawdown (10Y)Largest decline over 10 years | — | -12.81% | — |
Current DrawdownCurrent decline from peak | -0.51% | -1.27% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -1.08% | -5.88% | +4.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.39% | 1.04% | -0.65% |
Volatility
BKIPX vs. VCTPX - Volatility Comparison
The current volatility for iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) is 0.66%, while VALIC Company I Inflation Protected Fund (VCTPX) has a volatility of 1.32%. This indicates that BKIPX experiences smaller price fluctuations and is considered to be less risky than VCTPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKIPX | VCTPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.66% | 1.32% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 1.27% | 2.14% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.51% | 3.94% | -1.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.08% | 5.61% | -2.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.62% | 4.86% | -2.24% |