DHIL vs. VTAPX
Compare and contrast key facts about Diamond Hill Investment Group, Inc. (DHIL) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX).
VTAPX is managed by Vanguard. It was launched on Oct 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DHIL or VTAPX.
Key characteristics
| DHIL | VTAPX | |
|---|---|---|
| YTD Return | -8.22% | 0.81% |
| 1Y Return | -1.73% | 2.88% |
| 3Y Return (Ann) | -1.16% | 1.91% |
| 5Y Return (Ann) | 5.30% | 3.11% |
| 10Y Return (Ann) | 6.58% | 1.93% |
| Sharpe Ratio | -0.14 | 1.29 |
| Daily Std Dev | 23.85% | 2.46% |
| Max Drawdown | -95.98% | -5.33% |
| Current Drawdown | -29.37% | -0.17% |
Correlation
The correlation between DHIL and VTAPX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DHIL vs. VTAPX - Performance Comparison
In the year-to-date period, DHIL achieves a -8.22% return, which is significantly lower than VTAPX's 0.81% return. Over the past 10 years, DHIL has outperformed VTAPX with an annualized return of 6.58%, while VTAPX has yielded a comparatively lower 1.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DHIL vs. VTAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Investment Group, Inc. (DHIL) 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.
Dividends
DHIL vs. VTAPX - Dividend Comparison
DHIL's dividend yield for the trailing twelve months is around 3.99%, more than VTAPX's 2.81% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHIL Diamond Hill Investment Group, Inc. | 3.99% | 3.62% | 3.24% | 2.08% | 8.04% | 6.41% | 5.35% | 3.39% | 2.85% | 2.65% | 2.90% | 2.54% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.81% | 2.84% | 6.82% | 4.67% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.06% |
Drawdowns
DHIL vs. VTAPX - Drawdown Comparison
The maximum DHIL drawdown since its inception was -95.98%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for DHIL and VTAPX. For additional features, visit the drawdowns tool.
Volatility
DHIL vs. VTAPX - Volatility Comparison
Diamond Hill Investment Group, Inc. (DHIL) has a higher volatility of 3.66% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.57%. This indicates that DHIL'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.