PortfoliosLab logoPortfoliosLab logo
DFIP vs. VTP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DFIP vs. VTP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional Inflation-Protected Securities ETF (DFIP) and Vanguard Total Inflation-Protected Securities ETF (VTP). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

The year-to-date returns for both investments are quite close, with DFIP having a 1.49% return and VTP slightly higher at 1.55%.


DFIP

1D
-0.26%
1M
-0.23%
YTD
1.49%
6M
0.95%
1Y
5.08%
3Y*
4.18%
5Y*
10Y*

VTP

1D
-0.16%
1M
-0.08%
YTD
1.55%
6M
1.09%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DFIP vs. VTP - Yearly Performance Comparison


Correlation

The correlation between DFIP and VTP is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 10, 2025

0.96

Compare stocks, funds, or ETFs

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


Return for Risk

DFIP vs. VTP — Risk / Return Rank

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

DFIP
DFIP Risk / Return Rank: 4545
Overall Rank
DFIP Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
DFIP Sortino Ratio Rank: 4646
Sortino Ratio Rank
DFIP Omega Ratio Rank: 4141
Omega Ratio Rank
DFIP Calmar Ratio Rank: 5050
Calmar Ratio Rank
DFIP Martin Ratio Rank: 4646
Martin Ratio Rank

VTP
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DFIP vs. VTP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional Inflation-Protected Securities ETF (DFIP) and Vanguard Total Inflation-Protected Securities ETF (VTP). 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.


DFIPVTPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.27

Calmar ratioReturn relative to maximum drawdown

2.48

Martin ratioReturn relative to average drawdown

7.52

DFIP vs. VTP - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


DFIPVTPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

1.31

-1.28

Drawdowns

DFIP vs. VTP - Drawdown Comparison

The maximum DFIP drawdown since its inception was -14.96%, which is greater than VTP's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for DFIP and VTP.


Loading charts...

Drawdown Indicators


DFIPVTPDifference

Max Drawdown

Largest peak-to-trough decline

-14.96%

-1.92%

-13.04%

Max Drawdown (1Y)

Largest decline over 1 year

-2.06%

Max Drawdown (3Y)

Largest decline over 3 years

-4.82%

Current Drawdown

Current decline from peak

-0.47%

-0.30%

-0.17%

Average Drawdown

Average peak-to-trough decline

-6.95%

-0.52%

-6.43%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.68%

Volatility

DFIP vs. VTP - Volatility Comparison


Loading charts...

Volatility by Period


DFIPVTPDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.93%

Volatility (6M)

Calculated over the trailing 6-month period

2.32%

Volatility (1Y)

Calculated over the trailing 1-year period

3.44%

3.26%

+0.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.81%

3.26%

+3.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.81%

3.26%

+3.55%

DFIP vs. VTP - Expense Ratio Comparison

DFIP has a 0.11% expense ratio, which is higher than VTP's 0.05% 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%.


Dividends

DFIP vs. VTP - Dividend Comparison

DFIP's dividend yield for the trailing twelve months is around 3.88%, more than VTP's 1.61% yield.


PositionTTM20252024202320222021
DFIP
Dimensional Inflation-Protected Securities ETF
3.88%4.70%3.69%3.68%5.97%0.56%
VTP
Vanguard Total Inflation-Protected Securities ETF
1.61%1.56%0.00%0.00%0.00%0.00%

Frequently Asked Questions


With a correlation of 0.96, DFIP and VTP move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

On fees, VTP is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VTP is cheaper with a 0.05% expense ratio, compared with 0.11% for DFIP.

DFIP has the higher dividend yield at 3.88%, compared with 1.61% for VTP.

They also come from different issuers: Dimensional and Vanguard. Their fees differ too: 0.11% for DFIP and 0.05% for VTP.

Portfolio Optimizer

Find the right allocation for DFIP and VTP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer