SEIAX vs. VTSPX
Compare and contrast key facts about SEI Institutional Investments Trust Multi-Asset Real Return Fund (SEIAX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX).
SEIAX is managed by SEI. It was launched on Jul 28, 2011. VTSPX is managed by Vanguard. It was launched on Oct 17, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEIAX or VTSPX.
Correlation
The correlation between SEIAX and VTSPX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SEIAX vs. VTSPX - Performance Comparison
Key characteristics
SEIAX:
2.12
VTSPX:
3.71
SEIAX:
3.20
VTSPX:
5.76
SEIAX:
1.40
VTSPX:
1.80
SEIAX:
1.83
VTSPX:
7.89
SEIAX:
7.54
VTSPX:
23.38
SEIAX:
1.06%
VTSPX:
0.27%
SEIAX:
3.78%
VTSPX:
1.67%
SEIAX:
-22.12%
VTSPX:
-5.35%
SEIAX:
-0.27%
VTSPX:
0.00%
Returns By Period
In the year-to-date period, SEIAX achieves a 3.41% return, which is significantly higher than VTSPX's 1.19% return. Both investments have delivered pretty close results over the past 10 years, with SEIAX having a 2.71% annualized return and VTSPX not far behind at 2.65%.
SEIAX
3.41%
1.68%
3.62%
7.71%
5.66%
2.71%
VTSPX
1.19%
0.70%
2.53%
5.97%
3.49%
2.65%
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SEIAX vs. VTSPX - Expense Ratio Comparison
SEIAX has a 0.21% expense ratio, which is higher than VTSPX's 0.04% expense ratio. However, 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
SEIAX vs. VTSPX — Risk-Adjusted Performance Rank
SEIAX
VTSPX
SEIAX vs. VTSPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Multi-Asset Real Return Fund (SEIAX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX). 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
SEIAX vs. VTSPX - Dividend Comparison
SEIAX's dividend yield for the trailing twelve months is around 4.99%, more than VTSPX's 2.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEIAX SEI Institutional Investments Trust Multi-Asset Real Return Fund | 4.99% | 5.16% | 3.78% | 13.78% | 10.42% | 2.34% | 2.12% | 3.63% | 1.58% | 1.73% | 1.01% | 2.09% |
VTSPX Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | 2.68% | 2.71% | 2.86% | 6.84% | 4.69% | 1.21% | 1.96% | 2.47% | 1.52% | 0.80% | 0.00% | 0.85% |
Drawdowns
SEIAX vs. VTSPX - Drawdown Comparison
The maximum SEIAX drawdown since its inception was -22.12%, which is greater than VTSPX's maximum drawdown of -5.35%. Use the drawdown chart below to compare losses from any high point for SEIAX and VTSPX. For additional features, visit the drawdowns tool.
Volatility
SEIAX vs. VTSPX - Volatility Comparison
SEI Institutional Investments Trust Multi-Asset Real Return Fund (SEIAX) has a higher volatility of 1.05% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares (VTSPX) at 0.40%. This indicates that SEIAX's price experiences larger fluctuations and is considered to be riskier than VTSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.