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 0.76, 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
EARRX vs. VTSPX - Performance Comparison
Key characteristics
EARRX:
2.91
VTSPX:
2.51
EARRX:
4.62
VTSPX:
3.75
EARRX:
1.71
VTSPX:
1.51
EARRX:
8.31
VTSPX:
5.70
EARRX:
26.64
VTSPX:
15.53
EARRX:
0.19%
VTSPX:
0.29%
EARRX:
1.73%
VTSPX:
1.80%
EARRX:
-10.28%
VTSPX:
-5.35%
EARRX:
-0.50%
VTSPX:
-0.55%
Returns By Period
In the year-to-date period, EARRX achieves a 5.15% return, which is significantly higher than VTSPX's 4.51% return. Over the past 10 years, EARRX has outperformed VTSPX with an annualized return of 3.16%, while VTSPX has yielded a comparatively lower 2.53% annualized return.
EARRX
5.15%
-0.20%
2.44%
5.15%
4.07%
3.16%
VTSPX
4.51%
-0.04%
2.35%
4.51%
3.33%
2.53%
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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 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.
Dividends
EARRX vs. VTSPX - Dividend Comparison
EARRX's dividend yield for the trailing twelve months is around 4.39%, more than VTSPX's 1.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EARRX Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 4.39% | 4.25% | 4.82% | 3.32% | 2.03% | 2.46% | 2.67% | 1.89% | 2.00% | 1.73% | 2.06% | 1.30% |
VTSPX Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | 1.60% | 2.86% | 6.84% | 4.69% | 1.21% | 1.96% | 2.47% | 1.52% | 0.80% | 0.00% | 0.85% | 0.06% |
Drawdowns
EARRX vs. VTSPX - Drawdown Comparison
The maximum EARRX drawdown since its inception was -10.28%, 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.
Volatility
EARRX vs. VTSPX - Volatility Comparison
The current volatility for Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) is 0.41%, while Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) has a volatility of 0.44%. This indicates that EARRX experiences smaller price fluctuations and is considered to be less risky than VTSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.