VFSIX vs. VIPIX
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) and Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX).
VFSIX is managed by Vanguard. It was launched on Sep 30, 1997. VIPIX is managed by Vanguard. It was launched on Dec 12, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSIX or VIPIX.
Correlation
The correlation between VFSIX and VIPIX is 0.63, 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
VFSIX vs. VIPIX - Performance Comparison
Key characteristics
VFSIX:
2.31
VIPIX:
1.21
VFSIX:
3.73
VIPIX:
1.71
VFSIX:
1.48
VIPIX:
1.21
VFSIX:
3.74
VIPIX:
0.49
VFSIX:
11.28
VIPIX:
3.28
VFSIX:
0.54%
VIPIX:
1.62%
VFSIX:
2.64%
VIPIX:
4.39%
VFSIX:
-9.54%
VIPIX:
-15.04%
VFSIX:
0.00%
VIPIX:
-5.46%
Returns By Period
In the year-to-date period, VFSIX achieves a 0.77% return, which is significantly lower than VIPIX's 2.18% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: VFSIX at 2.27% and VIPIX at 2.27%.
VFSIX
0.77%
0.87%
1.73%
6.31%
1.90%
2.27%
VIPIX
2.18%
1.74%
0.15%
5.65%
1.78%
2.27%
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VFSIX vs. VIPIX - Expense Ratio Comparison
Both VFSIX and VIPIX have an expense ratio of 0.07%, 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
VFSIX vs. VIPIX — Risk-Adjusted Performance Rank
VFSIX
VIPIX
VFSIX vs. VIPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) and Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX). 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
VFSIX vs. VIPIX - Dividend Comparison
VFSIX's dividend yield for the trailing twelve months is around 4.23%, more than VIPIX's 4.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSIX Vanguard Short-Term Investment-Grade Fund Institutional Shares | 4.23% | 4.18% | 3.17% | 2.06% | 1.76% | 2.37% | 2.95% | 2.81% | 2.12% | 2.08% | 2.09% | 2.02% |
VIPIX Vanguard Inflation-Protected Securities Fund Institutional Shares | 4.11% | 4.20% | 4.34% | 8.49% | 5.16% | 1.41% | 2.32% | 3.16% | 2.45% | 3.50% | 0.91% | 2.39% |
Drawdowns
VFSIX vs. VIPIX - Drawdown Comparison
The maximum VFSIX drawdown since its inception was -9.54%, smaller than the maximum VIPIX drawdown of -15.04%. Use the drawdown chart below to compare losses from any high point for VFSIX and VIPIX. For additional features, visit the drawdowns tool.
Volatility
VFSIX vs. VIPIX - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) is 0.65%, while Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) has a volatility of 1.17%. This indicates that VFSIX experiences smaller price fluctuations and is considered to be less risky than VIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.