BKIPX vs. VTSPX
Compare and contrast key facts about iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX).
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. VTSPX is managed by Vanguard. It was launched on Oct 17, 2012.
Performance
BKIPX vs. VTSPX - Performance Comparison
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BKIPX vs. VTSPX - 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% |
VTSPX Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | 0.97% | 6.06% | 4.75% | 4.61% | -2.82% | 5.32% | 4.99% | 4.82% | 0.59% | 0.83% |
Returns By Period
In the year-to-date period, BKIPX achieves a 0.73% return, which is significantly lower than VTSPX's 0.97% return.
BKIPX
- 1D
- 0.20%
- 1M
- -0.20%
- YTD
- 0.73%
- 6M
- 1.06%
- 1Y
- 3.68%
- 3Y*
- 4.22%
- 5Y*
- 2.90%
- 10Y*
- —
VTSPX
- 1D
- 0.28%
- 1M
- 0.04%
- YTD
- 0.97%
- 6M
- 1.36%
- 1Y
- 3.93%
- 3Y*
- 4.69%
- 5Y*
- 3.51%
- 10Y*
- 3.08%
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BKIPX vs. VTSPX - Expense Ratio Comparison
BKIPX has a 0.06% expense ratio, which is higher than VTSPX's 0.04% 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%.
Return for Risk
BKIPX vs. VTSPX — Risk / Return Rank
BKIPX
VTSPX
BKIPX vs. VTSPX - 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 Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX). 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 | VTSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.84 | 2.31 | -0.47 |
Sortino ratioReturn per unit of downside risk | 3.16 | 3.51 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.51 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 4.28 | 4.69 | -0.41 |
Martin ratioReturn relative to average drawdown | 12.41 | 14.73 | -2.32 |
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 | VTSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.84 | 2.31 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.95 | 1.32 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.39 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 1.05 | +0.06 |
Correlation
The correlation between BKIPX and VTSPX is 0.80, 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.
Dividends
BKIPX vs. VTSPX - Dividend Comparison
BKIPX's dividend yield for the trailing twelve months is around 3.60%, which matches VTSPX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
VTSPX Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | 3.58% | 3.81% | 2.70% | 2.86% | 6.84% | 4.69% | 1.21% | 1.96% | 2.47% | 1.52% | 0.80% |
Drawdowns
BKIPX vs. VTSPX - Drawdown Comparison
The maximum BKIPX drawdown since its inception was -6.42%, which is greater than VTSPX's maximum drawdown of -5.35%. Use the drawdown chart below to compare losses from any high point for BKIPX and VTSPX.
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Drawdown Indicators
| BKIPX | VTSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.42% | -5.35% | -1.07% |
Max Drawdown (1Y)Largest decline over 1 year | -1.12% | -0.92% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -6.42% | -5.35% | -1.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.35% | — |
Current DrawdownCurrent decline from peak | -0.51% | -0.28% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -1.08% | -1.02% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.39% | 0.29% | +0.10% |
Volatility
BKIPX vs. VTSPX - Volatility Comparison
iShares Short-Term TIPS Bond Index Fund Class K (BKIPX) has a higher volatility of 0.66% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) at 0.60%. This indicates that BKIPX's price experiences larger fluctuations and is considered to be riskier than VTSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BKIPX | VTSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.66% | 0.60% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 1.27% | 0.96% | +0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.51% | 1.78% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.08% | 2.67% | +0.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.62% | 2.23% | +0.39% |