VBISX vs. VTAPX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund (VBISX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX).
VBISX is managed by Vanguard. It was launched on Mar 1, 1994. VTAPX is managed by Vanguard. It was launched on Oct 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBISX or VTAPX.
Correlation
The correlation between VBISX and VTAPX is 0.59, 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.
Performance
VBISX vs. VTAPX - Performance Comparison
Key characteristics
VBISX:
2.54
VTAPX:
3.92
VBISX:
4.14
VTAPX:
6.27
VBISX:
1.55
VTAPX:
1.90
VBISX:
1.90
VTAPX:
7.83
VBISX:
10.13
VTAPX:
25.04
VBISX:
0.67%
VTAPX:
0.29%
VBISX:
2.65%
VTAPX:
1.83%
VBISX:
-8.98%
VTAPX:
-5.33%
VBISX:
-0.49%
VTAPX:
-0.44%
Returns By Period
In the year-to-date period, VBISX achieves a 2.00% return, which is significantly lower than VTAPX's 3.04% return. Over the past 10 years, VBISX has underperformed VTAPX with an annualized return of 1.59%, while VTAPX has yielded a comparatively higher 2.73% annualized return.
VBISX
2.00%
0.51%
2.01%
6.75%
0.95%
1.59%
VTAPX
3.04%
0.75%
3.05%
7.18%
3.91%
2.73%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VBISX vs. VTAPX - Expense Ratio Comparison
VBISX has a 0.15% expense ratio, which is higher than VTAPX's 0.06% 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
VBISX vs. VTAPX — Risk-Adjusted Performance Rank
VBISX
VTAPX
VBISX vs. VTAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund (VBISX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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
VBISX vs. VTAPX - Dividend Comparison
VBISX's dividend yield for the trailing twelve months is around 3.42%, more than VTAPX's 2.74% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VBISX Vanguard Short-Term Bond Index Fund | 3.42% | 3.29% | 2.34% | 1.37% | 1.10% | 1.72% | 2.16% | 1.93% | 1.58% | 1.41% | 1.25% | 1.12% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.74% | 2.68% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
VBISX vs. VTAPX - Drawdown Comparison
The maximum VBISX drawdown since its inception was -8.98%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for VBISX and VTAPX. For additional features, visit the drawdowns tool.
Volatility
VBISX vs. VTAPX - Volatility Comparison
Vanguard Short-Term Bond Index Fund (VBISX) has a higher volatility of 1.10% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.92%. This indicates that VBISX's price experiences larger fluctuations and is considered to be riskier than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.