LLDYX vs. VTIP
Compare and contrast key facts about Lord Abbett Short Duration Income Fund (LLDYX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
LLDYX is managed by Lord Abbett. It was launched on Oct 19, 2004. VTIP is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Oct 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LLDYX or VTIP.
Correlation
The correlation between LLDYX and VTIP is 0.02, 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
LLDYX vs. VTIP - Performance Comparison
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Key characteristics
LLDYX:
2.16
VTIP:
3.21
LLDYX:
3.78
VTIP:
5.01
LLDYX:
1.69
VTIP:
1.74
LLDYX:
5.97
VTIP:
6.87
LLDYX:
18.44
VTIP:
21.62
LLDYX:
0.33%
VTIP:
0.31%
LLDYX:
2.83%
VTIP:
2.04%
LLDYX:
-10.54%
VTIP:
-6.27%
LLDYX:
-0.26%
VTIP:
-0.72%
Returns By Period
In the year-to-date period, LLDYX achieves a 2.00% return, which is significantly lower than VTIP's 3.16% return. Over the past 10 years, LLDYX has underperformed VTIP with an annualized return of 2.55%, while VTIP has yielded a comparatively higher 2.81% annualized return.
LLDYX
2.00%
0.97%
2.89%
6.16%
3.01%
2.55%
VTIP
3.16%
0.40%
3.60%
6.48%
3.93%
2.81%
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LLDYX vs. VTIP - Expense Ratio Comparison
LLDYX has a 0.38% expense ratio, which is higher than VTIP's 0.04% expense ratio.
Risk-Adjusted Performance
LLDYX vs. VTIP — Risk-Adjusted Performance Rank
LLDYX
VTIP
LLDYX vs. VTIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Short Duration Income Fund (LLDYX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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
LLDYX vs. VTIP - Dividend Comparison
LLDYX's dividend yield for the trailing twelve months is around 5.18%, more than VTIP's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLDYX Lord Abbett Short Duration Income Fund | 5.18% | 5.15% | 4.71% | 3.42% | 2.55% | 3.06% | 3.81% | 4.11% | 3.87% | 4.14% | 4.15% | 4.02% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.77% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
LLDYX vs. VTIP - Drawdown Comparison
The maximum LLDYX drawdown since its inception was -10.54%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for LLDYX and VTIP. For additional features, visit the drawdowns tool.
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Volatility
LLDYX vs. VTIP - Volatility Comparison
Lord Abbett Short Duration Income Fund (LLDYX) has a higher volatility of 1.05% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.95%. This indicates that LLDYX's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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