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 0.07, 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
DIPSX vs. VTIP - Performance Comparison
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Key characteristics
DIPSX:
1.14
VTIP:
3.19
DIPSX:
1.69
VTIP:
4.90
DIPSX:
1.21
VTIP:
1.72
DIPSX:
0.57
VTIP:
6.72
DIPSX:
3.42
VTIP:
22.10
DIPSX:
1.68%
VTIP:
0.30%
DIPSX:
4.82%
VTIP:
2.04%
DIPSX:
-15.58%
VTIP:
-6.27%
DIPSX:
-4.94%
VTIP:
-0.96%
Returns By Period
The year-to-date returns for both investments are quite close, with DIPSX having a 2.90% return and VTIP slightly higher at 2.91%. Over the past 10 years, DIPSX has underperformed VTIP with an annualized return of 2.35%, while VTIP has yielded a comparatively higher 2.77% annualized return.
DIPSX
2.90%
1.01%
1.67%
5.46%
1.51%
2.35%
VTIP
2.91%
0.32%
3.18%
6.45%
3.90%
2.77%
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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.
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Dividends
DIPSX vs. VTIP - Dividend Comparison
DIPSX's dividend yield for the trailing twelve months is around 3.02%, 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 | 3.02% | 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 -15.58%, 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.
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Volatility
DIPSX vs. VTIP - Volatility Comparison
DFA Inflation-Protected Securities Portfolio (DIPSX) has a higher volatility of 1.72% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.95%. 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.
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