VAIPX vs. VITAX
Compare and contrast key facts about Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VAIPX is managed by Vanguard. It was launched on Jun 10, 2005. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VAIPX or VITAX.
Key characteristics
| VAIPX | VITAX | |
|---|---|---|
| YTD Return | 2.47% | 29.35% |
| 1Y Return | 6.69% | 41.43% |
| 3Y Return (Ann) | -2.26% | 12.39% |
| 5Y Return (Ann) | 2.06% | 23.00% |
| 10Y Return (Ann) | 2.12% | 20.95% |
| Sharpe Ratio | 1.33 | 1.92 |
| Sortino Ratio | 1.99 | 2.48 |
| Omega Ratio | 1.24 | 1.34 |
| Calmar Ratio | 0.52 | 2.67 |
| Martin Ratio | 6.08 | 9.62 |
| Ulcer Index | 1.09% | 4.23% |
| Daily Std Dev | 4.98% | 21.17% |
| Max Drawdown | -15.04% | -54.81% |
| Current Drawdown | -6.94% | -0.39% |
Correlation
The correlation between VAIPX and VITAX is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VAIPX vs. VITAX - Performance Comparison
In the year-to-date period, VAIPX achieves a 2.47% return, which is significantly lower than VITAX's 29.35% return. Over the past 10 years, VAIPX has underperformed VITAX with an annualized return of 2.12%, while VITAX has yielded a comparatively higher 20.95% annualized 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. VITAX - Expense Ratio Comparison
Both VAIPX and VITAX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VAIPX vs. VITAX - 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 Information Technology Index Fund Admiral Shares (VITAX). 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. VITAX - Dividend Comparison
VAIPX's dividend yield for the trailing twelve months is around 4.33%, more than VITAX's 0.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares | 4.33% | 4.31% | 8.45% | 5.13% | 1.38% | 2.30% | 3.12% | 2.41% | 2.12% | 0.87% | 2.25% | 1.83% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
VAIPX vs. VITAX - Drawdown Comparison
The maximum VAIPX drawdown since its inception was -15.04%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VAIPX and VITAX. For additional features, visit the drawdowns tool.
Volatility
VAIPX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) is 1.37%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.26%. This indicates that VAIPX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.