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SPY vs. VTIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SPY vs. VTIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in State Street SPDR S&P 500 ETF (SPY) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, SPY achieves a 9.07% return, which is significantly higher than VTIP's 1.85% return. Over the past 10 years, SPY has outperformed VTIP with an annualized return of 15.42%, while VTIP has yielded a comparatively lower 3.09% annualized return.


SPY

1D
0.54%
1M
-0.86%
YTD
9.07%
6M
9.42%
1Y
25.67%
3Y*
20.86%
5Y*
13.36%
10Y*
15.42%

VTIP

1D
-0.04%
1M
-0.12%
YTD
1.85%
6M
1.95%
1Y
4.51%
3Y*
5.25%
5Y*
3.37%
10Y*
3.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SPY vs. VTIP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SPY
State Street SPDR S&P 500 ETF
9.07%17.72%24.89%26.18%-18.18%28.73%18.33%31.22%-4.57%21.71%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
1.85%6.07%4.74%4.62%-2.94%5.36%4.95%4.86%0.56%0.82%

Correlation

The correlation between SPY and VTIP is -0.00, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.00

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.15

Correlation (10Y)
Calculated over the trailing 10-year period

0.10

Correlation (All Time)
Calculated using the full available price history since Oct 16, 2012

0.07

The correlation between SPY and VTIP shifts across timeframes, from -0.00 (1 year) to 0.15 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

SPY vs. VTIP — Risk / Return Rank

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

SPY
SPY Risk / Return Rank: 7070
Overall Rank
SPY Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
SPY Sortino Ratio Rank: 6969
Sortino Ratio Rank
SPY Omega Ratio Rank: 7171
Omega Ratio Rank
SPY Calmar Ratio Rank: 6363
Calmar Ratio Rank
SPY Martin Ratio Rank: 7676
Martin Ratio Rank

VTIP
VTIP Risk / Return Rank: 9595
Overall Rank
VTIP Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
VTIP Sortino Ratio Rank: 9696
Sortino Ratio Rank
VTIP Omega Ratio Rank: 9595
Omega Ratio Rank
VTIP Calmar Ratio Rank: 9595
Calmar Ratio Rank
VTIP Martin Ratio Rank: 9595
Martin Ratio Rank
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.

SPY vs. VTIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for State Street SPDR S&P 500 ETF (SPY) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SPYVTIPDifference
Sharpe ratioReturn per unit of total volatility

-1.09

Sortino ratioReturn per unit of downside risk

-2.56

Omega ratioGain probability vs. loss probability

1.36

1.65

-0.29

Calmar ratioReturn relative to maximum drawdown

2.74

6.57

-3.83

Martin ratioReturn relative to average drawdown

12.39

25.36

-12.97

SPY vs. VTIP - Sharpe Ratio Comparison

The current SPY Sharpe Ratio is 1.98, which is lower than the VTIP Sharpe Ratio of 3.07. The chart below compares the historical Sharpe Ratios of SPY and VTIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SPY vs. VTIP - Drawdown Comparison

The maximum SPY drawdown since its inception was -55.19%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for SPY and VTIP.


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Drawdown Indicators


SPYVTIPDifference

Max Drawdown

Largest peak-to-trough decline

-55.19%

-6.27%

-48.92%

Max Drawdown (1Y)

Largest decline over 1 year

-8.88%

-0.70%

-8.18%

Max Drawdown (3Y)

Largest decline over 3 years

-18.76%

-0.98%

-17.78%

Max Drawdown (5Y)

Largest decline over 5 years

-24.50%

-5.50%

-19.00%

Max Drawdown (10Y)

Largest decline over 10 years

-33.72%

-6.27%

-27.45%

Current Drawdown

Current decline from peak

-2.35%

-0.22%

-2.13%

Average Drawdown

Average peak-to-trough decline

-9.04%

-1.04%

-8.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.97%

0.18%

+1.79%

Volatility

SPY vs. VTIP - Volatility Comparison

State Street SPDR S&P 500 ETF (SPY) has a higher volatility of 4.34% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.40%. This indicates that SPY'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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Volatility by Period


SPYVTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.34%

0.40%

+3.94%

Volatility (6M)

Calculated over the trailing 6-month period

9.58%

1.04%

+8.54%

Volatility (1Y)

Calculated over the trailing 1-year period

12.29%

1.50%

+10.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.12%

2.77%

+14.35%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.96%

2.74%

+15.22%

SPY vs. VTIP - Expense Ratio Comparison

SPY has a 0.09% expense ratio, which is higher than VTIP's 0.03% 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%.


Dividends

SPY vs. VTIP - Dividend Comparison

SPY's dividend yield for the trailing twelve months is around 1.00%, less than VTIP's 3.59% yield.


PositionTTM20252024202320222021202020192018201720162015
SPY
State Street SPDR S&P 500 ETF
1.00%1.07%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
3.59%3.81%2.70%2.86%6.84%4.68%1.20%1.95%2.45%1.52%0.76%0.00%

Frequently Asked Questions


SPY and VTIP have a correlation of -0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SPY has higher volatility (4.34%) compared to VTIP (0.40%). In terms of maximum drawdown, SPY dropped -55.19% vs VTIP's -6.27%.

On 10-year performance, SPY leads with 15.42% vs 3.09% for VTIP. On fees, VTIP is cheaper at 0.03% per year. On volatility, VTIP has been the lower-risk option at 0.40%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, SPY has performed better with a 15.42% return vs 3.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTIP is cheaper with a 0.03% expense ratio, compared with 0.09% for SPY.

VTIP has the higher dividend yield at 3.59%, compared with 1.00% for SPY.

SPY is categorized as S&P 500, while VTIP is Inflation-Protected Bonds. SPY tracks S&P 500 Index, while VTIP tracks Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. They also come from different issuers: State Street and Vanguard. Their fees differ too: 0.09% for SPY and 0.03% for VTIP.

VTIP currently has the higher Sharpe Ratio (3.07 vs 1.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for SPY and VTIP

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