ORDNX vs. VTIP
Compare and contrast key facts about North Square Preferred and Income Securities Fund (ORDNX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
ORDNX is managed by North Square. It was launched on Jun 28, 2013. 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: ORDNX or VTIP.
Correlation
The correlation between ORDNX and VTIP is 0.06, 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
ORDNX vs. VTIP - Performance Comparison
Key characteristics
ORDNX:
4.17
VTIP:
3.76
ORDNX:
5.86
VTIP:
5.97
ORDNX:
2.09
VTIP:
1.81
ORDNX:
0.85
VTIP:
8.24
ORDNX:
15.54
VTIP:
24.64
ORDNX:
0.79%
VTIP:
0.25%
ORDNX:
2.95%
VTIP:
1.65%
ORDNX:
-34.37%
VTIP:
-6.27%
ORDNX:
-4.24%
VTIP:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with ORDNX having a 1.48% return and VTIP slightly lower at 1.47%. Over the past 10 years, ORDNX has outperformed VTIP with an annualized return of 7.62%, while VTIP has yielded a comparatively lower 2.70% annualized return.
ORDNX
1.48%
1.19%
3.72%
11.74%
5.34%
7.62%
VTIP
1.47%
0.99%
2.36%
6.37%
3.60%
2.70%
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ORDNX vs. VTIP - Expense Ratio Comparison
ORDNX has a 1.27% expense ratio, which is higher than VTIP's 0.04% expense ratio.
Risk-Adjusted Performance
ORDNX vs. VTIP — Risk-Adjusted Performance Rank
ORDNX
VTIP
ORDNX vs. VTIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for North Square Preferred and Income Securities Fund (ORDNX) 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.
Dividends
ORDNX vs. VTIP - Dividend Comparison
ORDNX's dividend yield for the trailing twelve months is around 4.21%, more than VTIP's 2.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ORDNX North Square Preferred and Income Securities Fund | 4.21% | 4.29% | 5.73% | 3.61% | 0.88% | 1.06% | 1.21% | 1.63% | 1.19% | 1.60% | 1.46% | 1.41% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.66% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
ORDNX vs. VTIP - Drawdown Comparison
The maximum ORDNX drawdown since its inception was -34.37%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for ORDNX and VTIP. For additional features, visit the drawdowns tool.
Volatility
ORDNX vs. VTIP - Volatility Comparison
North Square Preferred and Income Securities Fund (ORDNX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) have volatilities of 0.41% and 0.43%, 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.