TRBUX vs. VTIP
Compare and contrast key facts about T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
TRBUX is managed by T. Rowe Price. It was launched on Dec 3, 2012. 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: TRBUX or VTIP.
Correlation
The correlation between TRBUX and VTIP is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TRBUX vs. VTIP - Performance Comparison
Key characteristics
TRBUX:
5.16
VTIP:
3.10
TRBUX:
17.11
VTIP:
4.73
TRBUX:
6.71
VTIP:
1.65
TRBUX:
53.42
VTIP:
7.14
TRBUX:
107.12
VTIP:
18.90
TRBUX:
0.10%
VTIP:
0.28%
TRBUX:
2.07%
VTIP:
1.74%
TRBUX:
-4.15%
VTIP:
-6.27%
TRBUX:
0.00%
VTIP:
-0.08%
Returns By Period
Over the past 10 years, TRBUX has outperformed VTIP with an annualized return of 4.21%, while VTIP has yielded a comparatively lower 2.60% annualized return.
TRBUX
0.00%
0.42%
3.90%
10.21%
5.28%
4.21%
VTIP
0.74%
0.79%
2.23%
5.30%
3.49%
2.60%
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TRBUX vs. VTIP - Expense Ratio Comparison
TRBUX has a 0.31% expense ratio, which is higher than VTIP's 0.04% expense ratio.
Risk-Adjusted Performance
TRBUX vs. VTIP — Risk-Adjusted Performance Rank
TRBUX
VTIP
TRBUX vs. VTIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) 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
TRBUX vs. VTIP - Dividend Comparison
TRBUX's dividend yield for the trailing twelve months is around 8.87%, more than VTIP's 2.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBUX T. Rowe Price Ultra Short-Term Bond Fund | 8.48% | 9.27% | 7.99% | 3.38% | 1.35% | 3.48% | 5.25% | 4.27% | 2.70% | 1.20% | 0.80% | 0.42% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.68% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 2.29% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
TRBUX vs. VTIP - Drawdown Comparison
The maximum TRBUX drawdown since its inception was -4.15%, smaller than the maximum VTIP drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for TRBUX and VTIP. For additional features, visit the drawdowns tool.
Volatility
TRBUX vs. VTIP - Volatility Comparison
T. Rowe Price Ultra Short-Term Bond Fund (TRBUX) has a higher volatility of 0.42% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.39%. This indicates that TRBUX'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.