PPI vs. VIVIX

Last updated Jun 3, 2026

PPI (AXS Astoria Inflation Sensitive ETF) and VIVIX (Vanguard Value Index Fund Institutional Shares) are both funds - PPI is a Global Allocation fund actively managed by AXS, while VIVIX is a Large Cap Value Equities fund managed by Vanguard. A 0.50 correlation means they provide meaningful diversification when combined. PPI charges 0.76%/yr vs 0.04%/yr for VIVIX.

Performance

PPI vs. VIVIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in AXS Astoria Inflation Sensitive ETF (PPI) and Vanguard Value Index Fund Institutional Shares (VIVIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

PPI

• 1D: 1.01%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VIVIX

• 1D: -0.21%
• 1M: 2.65%
• YTD: 11.28%
• 6M: 13.13%
• 1Y: 25.77%
• 3Y*: 17.91%
• 5Y*: 11.17%
• 10Y*: 12.38%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PPI vs. VIVIX - Yearly Performance Comparison

	2026 (YTD)
PPI AXS Astoria Inflation Sensitive ETF	-0.46%
VIVIX Vanguard Value Index Fund Institutional Shares	-0.11%

Correlation

The correlation between PPI and VIVIX is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.50

Return for Risk

PPI vs. VIVIX — Risk / Return Rank

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

VIVIX

VIVIX Risk / Return Rank: 79
VIVIX Sharpe Ratio Rank: 79
VIVIX Sortino Ratio Rank: 77
VIVIX Omega Ratio Rank: 69
VIVIX Calmar Ratio Rank: 86
VIVIX Martin Ratio Rank: 82

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.

PPI vs. VIVIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AXS Astoria Inflation Sensitive ETF (PPI) and Vanguard Value Index Fund Institutional Shares (VIVIX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	PPI	VIVIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.59	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.81	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.74	—
Sharpe Ratio (All Time) Calculated using the full available price history	-2.46	0.41	-2.87

Drawdowns

PPI vs. VIVIX - Drawdown Comparison

The maximum PPI drawdown since its inception was -1.46%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for PPI and VIVIX.

Drawdown Indicators

	PPI	VIVIX	Difference
Max Drawdown Largest peak-to-trough decline	-1.46%	-59.30%	+57.84%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.36%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-14.40%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.12%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.80%	—
Current Drawdown Current decline from peak	-0.46%	-0.30%	-0.16%
Average Drawdown Average peak-to-trough decline	-0.86%	-9.26%	+8.40%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.69%	—

Volatility

Volatility by Period

	PPI	VIVIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.65%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.60%	—
Volatility (1Y) Calculated over the trailing 1-year period	15.98%	10.06%	+5.92%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.98%	13.91%	+2.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.98%	16.74%	-0.76%

PPI vs. VIVIX - Expense Ratio Comparison

PPI has a 0.76% expense ratio, which is higher than VIVIX's 0.04% expense ratio.

Dividends

PPI vs. VIVIX - Dividend Comparison

PPI has not paid dividends to shareholders, while VIVIX's dividend yield for the trailing twelve months is around 1.88%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PPI AXS Astoria Inflation Sensitive ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VIVIX Vanguard Value Index Fund Institutional Shares	1.88%	2.04%	2.31%	2.46%	2.52%	2.15%	2.55%	2.50%	2.73%	2.30%	2.46%	2.61%

Frequently Asked Questions

Can I hold both PPI and VIVIX in my portfolio?

PPI and VIVIX have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.