IPFPX vs. VVIAX
Compare and contrast key facts about Poplar Forest Partners Fund (IPFPX) and Vanguard Value Index Fund Admiral Shares (VVIAX).
IPFPX is managed by Poplar Forest Capital. It was launched on Dec 31, 2009. VVIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
IPFPX vs. VVIAX - Performance Comparison
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IPFPX vs. VVIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IPFPX Poplar Forest Partners Fund | 2.08% | 22.94% | 6.24% | 5.02% | 0.81% | 39.49% | -1.26% | 21.64% | -18.64% | 6.84% |
VVIAX Vanguard Value Index Fund Admiral Shares | 3.30% | 15.27% | 16.00% | 9.22% | -2.07% | 26.51% | 2.29% | 25.81% | -5.45% | 17.13% |
Returns By Period
In the year-to-date period, IPFPX achieves a 2.08% return, which is significantly lower than VVIAX's 3.30% return. Over the past 10 years, IPFPX has underperformed VVIAX with an annualized return of 9.64%, while VVIAX has yielded a comparatively higher 11.79% annualized return.
IPFPX
- 1D
- 2.17%
- 1M
- -3.59%
- YTD
- 2.08%
- 6M
- 6.09%
- 1Y
- 18.05%
- 3Y*
- 12.80%
- 5Y*
- 9.83%
- 10Y*
- 9.64%
VVIAX
- 1D
- 1.65%
- 1M
- -4.61%
- YTD
- 3.30%
- 6M
- 6.13%
- 1Y
- 16.29%
- 3Y*
- 15.07%
- 5Y*
- 10.84%
- 10Y*
- 11.79%
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IPFPX vs. VVIAX - Expense Ratio Comparison
IPFPX has a 0.95% expense ratio, which is higher than VVIAX's 0.05% expense ratio.
Return for Risk
IPFPX vs. VVIAX — Risk / Return Rank
IPFPX
VVIAX
IPFPX vs. VVIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Poplar Forest Partners Fund (IPFPX) and Vanguard Value Index Fund Admiral Shares (VVIAX). 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.
| IPFPX | VVIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.08 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.56 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.23 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.53 | -0.04 |
Martin ratioReturn relative to average drawdown | 5.79 | 6.89 | -1.10 |
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
| IPFPX | VVIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.08 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.78 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.71 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.40 | +0.14 |
Correlation
The correlation between IPFPX and VVIAX is 0.92, 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
IPFPX vs. VVIAX - Dividend Comparison
IPFPX's dividend yield for the trailing twelve months is around 9.28%, more than VVIAX's 2.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IPFPX Poplar Forest Partners Fund | 9.28% | 9.47% | 10.86% | 3.89% | 6.17% | 14.47% | 2.41% | 1.64% | 12.47% | 5.01% | 2.19% | 0.94% |
VVIAX Vanguard Value Index Fund Admiral Shares | 2.01% | 2.04% | 2.30% | 2.45% | 2.51% | 2.14% | 2.55% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% |
Drawdowns
IPFPX vs. VVIAX - Drawdown Comparison
The maximum IPFPX drawdown since its inception was -47.77%, smaller than the maximum VVIAX drawdown of -59.32%. Use the drawdown chart below to compare losses from any high point for IPFPX and VVIAX.
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Drawdown Indicators
| IPFPX | VVIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.77% | -59.32% | +11.55% |
Max Drawdown (1Y)Largest decline over 1 year | -12.67% | -11.28% | -1.39% |
Max Drawdown (5Y)Largest decline over 5 years | -17.94% | -17.14% | -0.80% |
Max Drawdown (10Y)Largest decline over 10 years | -47.77% | -36.80% | -10.97% |
Current DrawdownCurrent decline from peak | -5.21% | -4.82% | -0.39% |
Average DrawdownAverage peak-to-trough decline | -6.75% | -9.67% | +2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.25% | 2.50% | +0.75% |
Volatility
IPFPX vs. VVIAX - Volatility Comparison
Poplar Forest Partners Fund (IPFPX) has a higher volatility of 4.53% compared to Vanguard Value Index Fund Admiral Shares (VVIAX) at 3.80%. This indicates that IPFPX's price experiences larger fluctuations and is considered to be riskier than VVIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IPFPX | VVIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.53% | 3.80% | +0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.33% | 7.69% | +1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.69% | 14.88% | +1.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.08% | 13.92% | +2.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.87% | 16.74% | +3.13% |