EARRX vs. VTSPX
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 Institutional Shares (VTSPX).
EARRX is managed by Eaton Vance. It was launched on Mar 31, 2010. VTSPX is managed by Vanguard. It was launched on Oct 17, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EARRX or VTSPX.
Correlation
The correlation between EARRX and VTSPX is 0.06, 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
EARRX vs. VTSPX - Performance Comparison
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Key characteristics
EARRX:
3.22
VTSPX:
3.34
EARRX:
4.87
VTSPX:
5.05
EARRX:
1.82
VTSPX:
1.75
EARRX:
5.49
VTSPX:
7.28
EARRX:
25.70
VTSPX:
20.89
EARRX:
0.25%
VTSPX:
0.32%
EARRX:
1.99%
VTSPX:
1.97%
EARRX:
-10.27%
VTSPX:
-5.35%
EARRX:
-0.29%
VTSPX:
-0.67%
Returns By Period
In the year-to-date period, EARRX achieves a 3.00% return, which is significantly lower than VTSPX's 3.17% return. Over the past 10 years, EARRX has outperformed VTSPX with an annualized return of 3.30%, while VTSPX has yielded a comparatively lower 2.78% annualized return.
EARRX
3.00%
0.59%
3.33%
6.27%
5.50%
3.30%
VTSPX
3.17%
0.16%
3.53%
6.54%
3.81%
2.78%
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EARRX vs. VTSPX - Expense Ratio Comparison
EARRX has a 0.85% expense ratio, which is higher than VTSPX's 0.04% expense ratio.
Risk-Adjusted Performance
EARRX vs. VTSPX — Risk-Adjusted Performance Rank
EARRX
VTSPX
EARRX vs. VTSPX - Risk-Adjusted Performance 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 Institutional Shares (VTSPX). 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
EARRX vs. VTSPX - Dividend Comparison
EARRX's dividend yield for the trailing twelve months is around 4.13%, more than VTSPX's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EARRX Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 4.13% | 3.83% | 4.25% | 4.82% | 3.32% | 2.03% | 2.46% | 2.67% | 1.89% | 2.00% | 1.73% | 2.06% |
VTSPX Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | 2.77% | 2.71% | 2.86% | 6.84% | 4.69% | 1.21% | 1.96% | 2.47% | 1.52% | 0.80% | 0.00% | 0.85% |
Drawdowns
EARRX vs. VTSPX - Drawdown Comparison
The maximum EARRX drawdown since its inception was -10.27%, which is greater than VTSPX's maximum drawdown of -5.35%. Use the drawdown chart below to compare losses from any high point for EARRX and VTSPX. For additional features, visit the drawdowns tool.
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Volatility
EARRX vs. VTSPX - Volatility Comparison
Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) have volatilities of 0.79% and 0.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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