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TIPA.L vs. VAGU.L
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TIPA.L vs. VAGU.L - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lyxor Core US TIPS (DR) UCITS ETF - Acc (TIPA.L) and Vanguard Global Aggregate Bond UCITS ETF USD Hedged Accumulating (VAGU.L). The values are adjusted to include any dividend payments, if applicable.

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TIPA.L vs. VAGU.L - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
TIPA.L
Lyxor Core US TIPS (DR) UCITS ETF - Acc
0.09%6.81%2.09%3.51%-12.46%5.91%11.05%0.73%
VAGU.L
Vanguard Global Aggregate Bond UCITS ETF USD Hedged Accumulating
-0.37%4.94%2.73%6.90%-12.61%-2.00%5.90%0.40%

Returns By Period

In the year-to-date period, TIPA.L achieves a 0.09% return, which is significantly higher than VAGU.L's -0.37% return.


TIPA.L

1D
-0.13%
1M
-1.25%
YTD
0.09%
6M
0.30%
1Y
2.57%
3Y*
3.06%
5Y*
1.26%
10Y*

VAGU.L

1D
0.02%
1M
-1.61%
YTD
-0.37%
6M
0.32%
1Y
3.09%
3Y*
3.77%
5Y*
0.19%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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TIPA.L vs. VAGU.L - Expense Ratio Comparison

TIPA.L has a 0.09% expense ratio, which is lower than VAGU.L's 0.10% 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%.


Return for Risk

TIPA.L vs. VAGU.L — Risk / Return Rank

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

TIPA.L
TIPA.L Risk / Return Rank: 2626
Overall Rank
TIPA.L Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
TIPA.L Sortino Ratio Rank: 2424
Sortino Ratio Rank
TIPA.L Omega Ratio Rank: 2525
Omega Ratio Rank
TIPA.L Calmar Ratio Rank: 2626
Calmar Ratio Rank
TIPA.L Martin Ratio Rank: 2727
Martin Ratio Rank

VAGU.L
VAGU.L Risk / Return Rank: 4040
Overall Rank
VAGU.L Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VAGU.L Sortino Ratio Rank: 3838
Sortino Ratio Rank
VAGU.L Omega Ratio Rank: 3535
Omega Ratio Rank
VAGU.L Calmar Ratio Rank: 4545
Calmar Ratio Rank
VAGU.L Martin Ratio Rank: 4343
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.

TIPA.L vs. VAGU.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor Core US TIPS (DR) UCITS ETF - Acc (TIPA.L) and Vanguard Global Aggregate Bond UCITS ETF USD Hedged Accumulating (VAGU.L). 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.


TIPA.LVAGU.LDifference

Sharpe ratio

Return per unit of total volatility

0.55

0.80

-0.25

Sortino ratio

Return per unit of downside risk

0.77

1.14

-0.37

Omega ratio

Gain probability vs. loss probability

1.11

1.15

-0.04

Calmar ratio

Return relative to maximum drawdown

0.72

1.24

-0.52

Martin ratio

Return relative to average drawdown

2.61

4.23

-1.61

TIPA.L vs. VAGU.L - Sharpe Ratio Comparison

The current TIPA.L Sharpe Ratio is 0.55, which is lower than the VAGU.L Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of TIPA.L and VAGU.L, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


TIPA.LVAGU.LDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.55

0.80

-0.25

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.04

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.40

0.20

+0.20

Correlation

The correlation between TIPA.L and VAGU.L is 0.65, 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.


Dividends

TIPA.L vs. VAGU.L - Dividend Comparison

Neither TIPA.L nor VAGU.L has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

TIPA.L vs. VAGU.L - Drawdown Comparison

The maximum TIPA.L drawdown since its inception was -15.11%, smaller than the maximum VAGU.L drawdown of -17.42%. Use the drawdown chart below to compare losses from any high point for TIPA.L and VAGU.L.


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Drawdown Indicators


TIPA.LVAGU.LDifference

Max Drawdown

Largest peak-to-trough decline

-15.11%

-17.42%

+2.31%

Max Drawdown (1Y)

Largest decline over 1 year

-3.94%

-2.63%

-1.31%

Max Drawdown (5Y)

Largest decline over 5 years

-15.11%

-17.10%

+1.99%

Current Drawdown

Current decline from peak

-1.91%

-2.10%

+0.19%

Average Drawdown

Average peak-to-trough decline

-5.55%

-5.63%

+0.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.09%

0.77%

+0.32%

Volatility

TIPA.L vs. VAGU.L - Volatility Comparison

Lyxor Core US TIPS (DR) UCITS ETF - Acc (TIPA.L) and Vanguard Global Aggregate Bond UCITS ETF USD Hedged Accumulating (VAGU.L) have volatilities of 1.34% and 1.30%, 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.


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Volatility by Period


TIPA.LVAGU.LDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.34%

1.30%

+0.04%

Volatility (6M)

Calculated over the trailing 6-month period

2.28%

2.21%

+0.07%

Volatility (1Y)

Calculated over the trailing 1-year period

4.65%

3.85%

+0.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.95%

5.03%

+0.92%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.35%

4.73%

+1.62%