PBTP vs. VTIPX
Compare and contrast key facts about Invesco PureBeta 0-5 Yr US TIPS ETF (PBTP) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX).
PBTP is a passively managed fund by Invesco that tracks the performance of the ICE BofA U.S. Treasuries Inflation-Linked (0-5 Y). It was launched on Sep 22, 2017. VTIPX is managed by Vanguard. It was launched on Oct 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBTP or VTIPX.
Correlation
The correlation between PBTP and VTIPX is 0.11, 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
PBTP vs. VTIPX - Performance Comparison
Key characteristics
PBTP:
3.47
VTIPX:
3.74
PBTP:
5.52
VTIPX:
5.89
PBTP:
1.74
VTIPX:
1.84
PBTP:
7.11
VTIPX:
7.58
PBTP:
22.95
VTIPX:
23.90
PBTP:
0.31%
VTIPX:
0.29%
PBTP:
2.07%
VTIPX:
1.88%
PBTP:
-5.42%
VTIPX:
-5.36%
PBTP:
-0.44%
VTIPX:
-0.44%
Returns By Period
The year-to-date returns for both stocks are quite close, with PBTP having a 3.48% return and VTIPX slightly lower at 3.39%.
PBTP
3.48%
0.25%
3.66%
7.16%
3.88%
N/A
VTIPX
3.39%
0.32%
3.48%
7.00%
3.80%
2.72%
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PBTP vs. VTIPX - Expense Ratio Comparison
PBTP has a 0.07% expense ratio, which is lower than VTIPX's 0.14% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PBTP vs. VTIPX — Risk-Adjusted Performance Rank
PBTP
VTIPX
PBTP vs. VTIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco PureBeta 0-5 Yr US TIPS ETF (PBTP) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX). 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
PBTP vs. VTIPX - Dividend Comparison
PBTP's dividend yield for the trailing twelve months is around 3.21%, more than VTIPX's 2.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBTP Invesco PureBeta 0-5 Yr US TIPS ETF | 3.21% | 2.59% | 2.36% | 5.33% | 3.12% | 1.26% | 2.12% | 2.33% | 0.73% | 0.00% | 0.00% | 0.00% |
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 2.66% | 2.60% | 2.76% | 6.74% | 4.59% | 1.11% | 1.88% | 2.38% | 1.50% | 0.55% | 0.00% | 0.72% |
Drawdowns
PBTP vs. VTIPX - Drawdown Comparison
The maximum PBTP drawdown since its inception was -5.42%, roughly equal to the maximum VTIPX drawdown of -5.36%. Use the drawdown chart below to compare losses from any high point for PBTP and VTIPX. For additional features, visit the drawdowns tool.
Volatility
PBTP vs. VTIPX - Volatility Comparison
Invesco PureBeta 0-5 Yr US TIPS ETF (PBTP) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) have volatilities of 0.82% and 0.79%, 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.