DIPSX vs. VTIP
Compare and contrast key facts about DFA Inflation-Protected Securities Portfolio (DIPSX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
DIPSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 17, 2006. VTIP is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Oct 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIPSX or VTIP.
Correlation
The correlation between DIPSX and VTIP is 0.76, 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.
Performance
DIPSX vs. VTIP - Performance Comparison
Key characteristics
DIPSX:
1.49
VTIP:
3.91
DIPSX:
2.13
VTIP:
6.42
DIPSX:
1.27
VTIP:
1.91
DIPSX:
0.64
VTIP:
7.51
DIPSX:
4.28
VTIP:
26.27
DIPSX:
1.65%
VTIP:
0.28%
DIPSX:
4.72%
VTIP:
1.88%
DIPSX:
-15.57%
VTIP:
-6.27%
DIPSX:
-4.77%
VTIP:
-0.40%
Returns By Period
The year-to-date returns for both investments are quite close, with DIPSX having a 3.08% return and VTIP slightly higher at 3.18%. Over the past 10 years, DIPSX has underperformed VTIP with an annualized return of 2.22%, while VTIP has yielded a comparatively higher 2.81% annualized return.
DIPSX
3.08%
-0.16%
0.75%
6.95%
1.71%
2.22%
VTIP
3.18%
0.86%
3.22%
7.28%
4.05%
2.81%
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DIPSX vs. VTIP - Expense Ratio Comparison
DIPSX has a 0.11% expense ratio, which is higher than VTIP'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%.
Risk-Adjusted Performance
DIPSX vs. VTIP — Risk-Adjusted Performance Rank
DIPSX
VTIP
DIPSX vs. VTIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA Inflation-Protected Securities Portfolio (DIPSX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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
DIPSX vs. VTIP - Dividend Comparison
DIPSX's dividend yield for the trailing twelve months is around 3.01%, more than VTIP's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIPSX DFA Inflation-Protected Securities Portfolio | 3.01% | 2.70% | 3.74% | 8.15% | 4.82% | 1.28% | 1.97% | 2.28% | 2.64% | 1.75% | 0.60% | 1.91% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.77% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
DIPSX vs. VTIP - Drawdown Comparison
The maximum DIPSX drawdown since its inception was -15.57%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for DIPSX and VTIP. For additional features, visit the drawdowns tool.
Volatility
DIPSX vs. VTIP - Volatility Comparison
DFA Inflation-Protected Securities Portfolio (DIPSX) has a higher volatility of 2.32% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 1.05%. This indicates that DIPSX's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.