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:
0.19
VTIP:
2.50
DIPSX:
0.29
VTIP:
3.80
DIPSX:
1.04
VTIP:
1.50
DIPSX:
0.08
VTIP:
6.00
DIPSX:
0.62
VTIP:
15.81
DIPSX:
1.45%
VTIP:
0.29%
DIPSX:
4.72%
VTIP:
1.81%
DIPSX:
-15.57%
VTIP:
-6.27%
DIPSX:
-8.20%
VTIP:
-0.51%
Returns By Period
In the year-to-date period, DIPSX achieves a 1.37% return, which is significantly lower than VTIP's 4.50% return. Over the past 10 years, DIPSX has underperformed VTIP with an annualized return of 2.17%, while VTIP has yielded a comparatively higher 2.57% annualized return.
DIPSX
1.37%
-1.38%
0.08%
1.09%
1.70%
2.17%
VTIP
4.50%
-0.04%
2.35%
4.61%
3.43%
2.57%
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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 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 2.15%, more than VTIP's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIPSX DFA Inflation-Protected Securities Portfolio | 2.15% | 3.74% | 8.15% | 4.82% | 1.28% | 1.97% | 2.28% | 2.64% | 1.75% | 0.60% | 1.91% | 1.37% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 1.60% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.05% |
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 1.42% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.39%. 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.