EARRX vs. VTIPX
Compare and contrast key facts about Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX).
EARRX is managed by Eaton Vance. It was launched on Mar 31, 2010. VTIPX is managed by Vanguard. It was launched on Oct 16, 2012.
Performance
EARRX vs. VTIPX - Performance Comparison
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EARRX vs. VTIPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EARRX Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 0.28% | 5.46% | 5.39% | 5.95% | -3.22% | 7.50% | 5.05% | 5.29% | -0.49% | 1.81% |
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 0.93% | 5.96% | 4.65% | 4.51% | -2.93% | 5.21% | 4.85% | 4.74% | 0.49% | 0.72% |
Returns By Period
In the year-to-date period, EARRX achieves a 0.28% return, which is significantly lower than VTIPX's 0.93% return. Over the past 10 years, EARRX has outperformed VTIPX with an annualized return of 3.60%, while VTIPX has yielded a comparatively lower 2.97% annualized return.
EARRX
- 1D
- 0.18%
- 1M
- -0.21%
- YTD
- 0.28%
- 6M
- 0.32%
- 1Y
- 2.98%
- 3Y*
- 4.81%
- 5Y*
- 3.78%
- 10Y*
- 3.60%
VTIPX
- 1D
- 0.28%
- 1M
- 0.04%
- YTD
- 0.93%
- 6M
- 1.25%
- 1Y
- 3.76%
- 3Y*
- 4.58%
- 5Y*
- 3.40%
- 10Y*
- 2.97%
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EARRX vs. VTIPX - Expense Ratio Comparison
EARRX has a 0.85% expense ratio, which is higher than VTIPX's 0.14% expense ratio.
Return for Risk
EARRX vs. VTIPX — Risk / Return Rank
EARRX
VTIPX
EARRX vs. VTIPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX). 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.
| EARRX | VTIPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.60 | 2.19 | -0.58 |
Sortino ratioReturn per unit of downside risk | 2.29 | 3.29 | -1.01 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.47 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | 4.39 | -1.62 |
Martin ratioReturn relative to average drawdown | 12.19 | 14.13 | -1.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| EARRX | VTIPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.60 | 2.19 | -0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.37 | 1.28 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.33 | 1.34 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.04 | 1.00 | +0.04 |
Correlation
The correlation between EARRX and VTIPX is 0.77, 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.
Dividends
EARRX vs. VTIPX - Dividend Comparison
EARRX's dividend yield for the trailing twelve months is around 3.87%, more than VTIPX's 3.50% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EARRX Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 3.87% | 4.36% | 3.83% | 4.24% | 4.82% | 3.32% | 2.02% | 2.46% | 2.67% | 1.90% | 2.00% | 1.73% |
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 3.50% | 3.70% | 2.60% | 2.76% | 6.74% | 4.59% | 1.11% | 1.88% | 2.37% | 1.50% | 0.55% | 0.00% |
Drawdowns
EARRX vs. VTIPX - Drawdown Comparison
The maximum EARRX drawdown since its inception was -10.27%, which is greater than VTIPX's maximum drawdown of -5.36%. Use the drawdown chart below to compare losses from any high point for EARRX and VTIPX.
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Drawdown Indicators
| EARRX | VTIPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.27% | -5.36% | -4.91% |
Max Drawdown (1Y)Largest decline over 1 year | -1.18% | -0.95% | -0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -6.39% | -5.36% | -1.03% |
Max Drawdown (10Y)Largest decline over 10 years | -10.27% | -5.36% | -4.91% |
Current DrawdownCurrent decline from peak | -0.51% | -0.32% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -1.09% | -1.13% | +0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.27% | 0.30% | -0.03% |
Volatility
EARRX vs. VTIPX - Volatility Comparison
The current volatility for Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) is 0.58%, while Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) has a volatility of 0.62%. This indicates that EARRX experiences smaller price fluctuations and is considered to be less risky than VTIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EARRX | VTIPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.58% | 0.62% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 1.05% | 0.96% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.87% | 1.81% | +0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.78% | 2.66% | +0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.71% | 2.22% | +0.49% |