VAIPX vs. VFTAX
Compare and contrast key facts about Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX).
VAIPX is managed by Vanguard. It was launched on Jun 10, 2005. VFTAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VAIPX or VFTAX.
Key characteristics
| VAIPX | VFTAX | |
|---|---|---|
| YTD Return | 3.31% | 27.20% |
| 1Y Return | 7.57% | 40.93% |
| 3Y Return (Ann) | -2.09% | 8.83% |
| 5Y Return (Ann) | 2.29% | 16.01% |
| Sharpe Ratio | 1.32 | 2.93 |
| Sortino Ratio | 1.95 | 3.86 |
| Omega Ratio | 1.24 | 1.54 |
| Calmar Ratio | 0.52 | 3.76 |
| Martin Ratio | 6.19 | 18.48 |
| Ulcer Index | 1.07% | 2.15% |
| Daily Std Dev | 5.01% | 13.56% |
| Max Drawdown | -15.04% | -34.20% |
| Current Drawdown | -6.17% | 0.00% |
Correlation
The correlation between VAIPX and VFTAX is 0.09, 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
VAIPX vs. VFTAX - Performance Comparison
In the year-to-date period, VAIPX achieves a 3.31% return, which is significantly lower than VFTAX's 27.20% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VAIPX vs. VFTAX - Expense Ratio Comparison
VAIPX has a 0.10% expense ratio, which is lower than VFTAX's 0.14% 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%.
Risk-Adjusted Performance
VAIPX vs. VFTAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) and Vanguard FTSE Social Index Fund Admiral Shares (VFTAX). 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
VAIPX vs. VFTAX - Dividend Comparison
VAIPX's dividend yield for the trailing twelve months is around 4.30%, more than VFTAX's 1.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares | 4.30% | 4.31% | 8.45% | 5.13% | 1.38% | 2.30% | 3.12% | 2.41% | 2.12% | 0.87% | 2.25% | 1.83% |
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 1.01% | 1.10% | 1.34% | 0.94% | 1.21% | 1.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VAIPX vs. VFTAX - Drawdown Comparison
The maximum VAIPX drawdown since its inception was -15.04%, smaller than the maximum VFTAX drawdown of -34.20%. Use the drawdown chart below to compare losses from any high point for VAIPX and VFTAX. For additional features, visit the drawdowns tool.
Volatility
VAIPX vs. VFTAX - Volatility Comparison
The current volatility for Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) is 1.24%, while Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a volatility of 4.26%. This indicates that VAIPX experiences smaller price fluctuations and is considered to be less risky than VFTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.