SWRSX vs. VTIP
Compare and contrast key facts about Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006. 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: SWRSX or VTIP.
Correlation
The correlation between SWRSX and VTIP is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SWRSX vs. VTIP - Performance Comparison
Key characteristics
SWRSX:
1.58
VTIP:
4.18
SWRSX:
2.22
VTIP:
6.72
SWRSX:
1.29
VTIP:
1.93
SWRSX:
0.60
VTIP:
9.24
SWRSX:
4.47
VTIP:
27.67
SWRSX:
1.55%
VTIP:
0.25%
SWRSX:
4.40%
VTIP:
1.67%
SWRSX:
-15.14%
VTIP:
-6.27%
SWRSX:
-5.06%
VTIP:
0.00%
Returns By Period
In the year-to-date period, SWRSX achieves a 3.57% return, which is significantly higher than VTIP's 2.13% return. Over the past 10 years, SWRSX has underperformed VTIP with an annualized return of 2.26%, while VTIP has yielded a comparatively higher 2.76% annualized return.
SWRSX
3.57%
2.25%
2.05%
5.90%
1.46%
2.26%
VTIP
2.13%
1.17%
3.06%
6.43%
3.59%
2.76%
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SWRSX vs. VTIP - Expense Ratio Comparison
SWRSX has a 0.05% expense ratio, which is higher than VTIP'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
SWRSX vs. VTIP — Risk-Adjusted Performance Rank
SWRSX
VTIP
SWRSX vs. VTIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) 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
SWRSX vs. VTIP - Dividend Comparison
SWRSX's dividend yield for the trailing twelve months is around 3.55%, more than VTIP's 2.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 3.55% | 3.68% | 3.11% | 7.07% | 4.33% | 1.25% | 2.20% | 2.88% | 1.99% | 1.81% | 0.77% | 2.30% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.65% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
SWRSX vs. VTIP - Drawdown Comparison
The maximum SWRSX drawdown since its inception was -15.14%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for SWRSX and VTIP. For additional features, visit the drawdowns tool.
Volatility
SWRSX vs. VTIP - Volatility Comparison
Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) has a higher volatility of 1.43% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.47%. This indicates that SWRSX'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.