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IVOL vs. VTP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IVOL vs. VTP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Quadratic Interest Rate Volatility & Inflation Hedge ETF (IVOL) and Vanguard Total Inflation-Protected Securities ETF (VTP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IVOL achieves a -6.33% return, which is significantly lower than VTP's 1.55% return.


IVOL

1D
-0.34%
1M
-3.62%
YTD
-6.33%
6M
-7.21%
1Y
-5.59%
3Y*
-3.54%
5Y*
-5.77%
10Y*

VTP

1D
-0.16%
1M
-0.08%
YTD
1.55%
6M
1.09%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IVOL vs. VTP - Yearly Performance Comparison


Correlation

The correlation between IVOL and VTP is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 10, 2025

0.45

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Return for Risk

IVOL vs. VTP — Risk / Return Rank

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

IVOL
IVOL Risk / Return Rank: 33
Overall Rank
IVOL Sharpe Ratio Rank: 33
Sharpe Ratio Rank
IVOL Sortino Ratio Rank: 33
Sortino Ratio Rank
IVOL Omega Ratio Rank: 33
Omega Ratio Rank
IVOL Calmar Ratio Rank: 44
Calmar Ratio Rank
IVOL Martin Ratio Rank: 33
Martin Ratio Rank

VTP
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.

IVOL vs. VTP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Quadratic Interest Rate Volatility & Inflation Hedge ETF (IVOL) and Vanguard Total Inflation-Protected Securities ETF (VTP). 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.


IVOLVTPDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

0.88

Calmar ratioReturn relative to maximum drawdown

-0.57

Martin ratioReturn relative to average drawdown

-1.28

IVOL vs. VTP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IVOLVTPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.81

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.11

1.31

-1.42

Drawdowns

IVOL vs. VTP - Drawdown Comparison

The maximum IVOL drawdown since its inception was -31.16%, which is greater than VTP's maximum drawdown of -1.92%. Use the drawdown chart below to compare losses from any high point for IVOL and VTP.


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Drawdown Indicators


IVOLVTPDifference

Max Drawdown

Largest peak-to-trough decline

-31.16%

-1.92%

-29.24%

Max Drawdown (1Y)

Largest decline over 1 year

-9.81%

Max Drawdown (3Y)

Largest decline over 3 years

-16.63%

Max Drawdown (5Y)

Largest decline over 5 years

-30.62%

Current Drawdown

Current decline from peak

-26.33%

-0.30%

-26.03%

Average Drawdown

Average peak-to-trough decline

-13.30%

-0.52%

-12.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.38%

Volatility

IVOL vs. VTP - Volatility Comparison


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Volatility by Period


IVOLVTPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.07%

Volatility (6M)

Calculated over the trailing 6-month period

4.44%

Volatility (1Y)

Calculated over the trailing 1-year period

6.89%

3.26%

+3.63%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.84%

3.26%

+9.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.99%

3.26%

+8.73%

IVOL vs. VTP - Expense Ratio Comparison

IVOL has a 0.99% expense ratio, which is higher than VTP's 0.05% expense ratio.


Dividends

IVOL vs. VTP - Dividend Comparison

IVOL's dividend yield for the trailing twelve months is around 3.89%, more than VTP's 1.61% yield.


PositionTTM2025202420232022202120202019
IVOL
Quadratic Interest Rate Volatility & Inflation Hedge ETF
3.89%3.61%3.83%3.73%3.92%3.93%3.44%2.02%
VTP
Vanguard Total Inflation-Protected Securities ETF
1.61%1.56%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


IVOL and VTP have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VTP is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VTP is cheaper with a 0.05% expense ratio, compared with 0.99% for IVOL.

IVOL has the higher dividend yield at 3.89%, compared with 1.61% for VTP.

They also come from different issuers: CICC and Vanguard. Their fees differ too: 0.99% for IVOL and 0.05% for VTP.

Portfolio Optimizer

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