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 0.75, 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:
0.63
VTIP:
3.05
DIPSX:
0.89
VTIP:
4.68
DIPSX:
1.11
VTIP:
1.65
DIPSX:
0.26
VTIP:
7.06
DIPSX:
1.72
VTIP:
18.68
DIPSX:
1.67%
VTIP:
0.28%
DIPSX:
4.58%
VTIP:
1.74%
DIPSX:
-15.58%
VTIP:
-6.27%
DIPSX:
-7.19%
VTIP:
0.00%
Returns By Period
In the year-to-date period, DIPSX achieves a 0.46% return, which is significantly lower than VTIP's 0.58% return. Over the past 10 years, DIPSX has underperformed VTIP with an annualized return of 2.02%, while VTIP has yielded a comparatively higher 2.63% annualized return.
DIPSX
0.46%
0.56%
0.53%
2.78%
1.74%
2.02%
VTIP
0.58%
0.83%
2.62%
5.21%
3.52%
2.63%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 2.69%, which matches VTIP's 2.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIPSX DFA Inflation-Protected Securities Portfolio | 2.69% | 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 | 2.69% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 2.29% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
DIPSX vs. VTIP - Drawdown Comparison
The maximum DIPSX drawdown since its inception was -15.58%, 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 1.32% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.47%. 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.