EARRX vs. VTSPX

Last updated Apr 1, 2026

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.

Performance

EARRX vs. VTSPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX). The values are adjusted to include any dividend payments, if applicable.

EARRX vs. VTSPX - 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%
VTSPX Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares	0.97%	6.06%	4.75%	4.61%	-2.82%	5.32%	4.99%	4.82%	0.59%	0.83%

Returns By Period

In the year-to-date period, EARRX achieves a 0.28% return, which is significantly lower than VTSPX's 0.97% return. Over the past 10 years, EARRX has outperformed VTSPX with an annualized return of 3.60%, while VTSPX has yielded a comparatively lower 3.08% 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%

VTSPX

• 1D: 0.28%
• 1M: 0.04%
• YTD: 0.97%
• 6M: 1.36%
• 1Y: 3.93%
• 3Y*: 4.69%
• 5Y*: 3.51%
• 10Y*: 3.08%

*Multi-year figures are annualized to reflect compound growth (CAGR)

EARRX vs. VTSPX - Expense Ratio Comparison

EARRX has a 0.85% expense ratio, which is higher than VTSPX's 0.04% expense ratio.

EARRX

Eaton Vance Short Duration Inflation-Protected Income Fund Class A

VTSPX

Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares

Return for Risk

EARRX vs. VTSPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EARRX

EARRX Risk / Return Rank: 88
EARRX Sharpe Ratio Rank: 84
EARRX Sortino Ratio Rank: 86
EARRX Omega Ratio Rank: 86
EARRX Calmar Ratio Rank: 92
EARRX Martin Ratio Rank: 94

VTSPX

VTSPX Risk / Return Rank: 96
VTSPX Sharpe Ratio Rank: 95
VTSPX Sortino Ratio Rank: 96
VTSPX Omega Ratio Rank: 95
VTSPX Calmar Ratio Rank: 98
VTSPX Martin Ratio Rank: 96

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EARRX vs. VTSPX - 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 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.

	EARRX	VTSPX	Difference
Sharpe ratio Return per unit of total volatility	1.60	2.31	-0.70
Sortino ratio Return per unit of downside risk	2.29	3.51	-1.23
Omega ratio Gain probability vs. loss probability	1.36	1.51	-0.15
Calmar ratio Return relative to maximum drawdown	2.76	4.69	-1.93
Martin ratio Return relative to average drawdown	12.19	14.73	-2.54
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EARRX vs. VTSPX - Sharpe Ratio Comparison

The current EARRX Sharpe Ratio is 1.60, which is lower than the VTSPX Sharpe Ratio of 2.31. The chart below compares the historical Sharpe Ratios of EARRX and VTSPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EARRX	VTSPX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.60	2.31	-0.70
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.37	1.32	+0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.33	1.39	-0.06
Sharpe Ratio (All Time) Calculated using the full available price history	1.04	1.05	-0.01

Correlation

The correlation between EARRX and VTSPX 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. VTSPX - Dividend Comparison

EARRX's dividend yield for the trailing twelve months is around 3.87%, more than VTSPX's 3.58% 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%
VTSPX Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares	3.58%	3.81%	2.70%	2.86%	6.84%	4.69%	1.21%	1.96%	2.47%	1.52%	0.80%	0.00%

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.

Drawdown Indicators

	EARRX	VTSPX	Difference
Max Drawdown Largest peak-to-trough decline	-10.27%	-5.35%	-4.92%
Max Drawdown (1Y) Largest decline over 1 year	-1.18%	-0.92%	-0.26%
Max Drawdown (5Y) Largest decline over 5 years	-6.39%	-5.35%	-1.04%
Max Drawdown (10Y) Largest decline over 10 years	-10.27%	-5.35%	-4.92%
Current Drawdown Current decline from peak	-0.51%	-0.28%	-0.23%
Average Drawdown Average peak-to-trough decline	-1.09%	-1.02%	-0.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.27%	0.29%	-0.02%

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 0.58% and 0.60%, 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.

Volatility by Period

	EARRX	VTSPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.58%	0.60%	-0.02%
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%	1.78%	+0.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.78%	2.67%	+0.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.71%	2.23%	+0.48%