VFSIX vs. VTAPX
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX).
VFSIX is managed by Vanguard. It was launched on Sep 30, 1997. 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: VFSIX or VTAPX.
Correlation
The correlation between VFSIX and VTAPX is -0.04. 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
VFSIX vs. VTAPX - Performance Comparison
Key characteristics
VFSIX:
2.70
VTAPX:
4.03
VFSIX:
4.44
VTAPX:
6.49
VFSIX:
1.58
VTAPX:
1.93
VFSIX:
5.18
VTAPX:
8.10
VFSIX:
14.11
VTAPX:
25.63
VFSIX:
0.53%
VTAPX:
0.29%
VFSIX:
2.76%
VTAPX:
1.84%
VFSIX:
-9.22%
VTAPX:
-5.33%
VFSIX:
-0.29%
VTAPX:
-0.00%
Returns By Period
In the year-to-date period, VFSIX achieves a 2.01% return, which is significantly lower than VTAPX's 3.49% return. Over the past 10 years, VFSIX has underperformed VTAPX with an annualized return of 2.36%, while VTAPX has yielded a comparatively higher 2.77% annualized return.
VFSIX
2.01%
0.47%
2.74%
7.55%
2.33%
2.36%
VTAPX
3.49%
0.59%
3.85%
7.52%
3.93%
2.77%
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VFSIX vs. VTAPX - Expense Ratio Comparison
VFSIX has a 0.07% 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
VFSIX vs. VTAPX — Risk-Adjusted Performance Rank
VFSIX
VTAPX
VFSIX vs. VTAPX - 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 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
VFSIX vs. VTAPX - Dividend Comparison
VFSIX's dividend yield for the trailing twelve months is around 4.31%, more than VTAPX's 2.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSIX Vanguard Short-Term Investment-Grade Fund Institutional Shares | 4.31% | 4.18% | 3.18% | 2.06% | 2.11% | 2.36% | 2.95% | 2.81% | 1.94% | 2.18% | 2.11% | 2.08% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.73% | 2.68% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
VFSIX vs. VTAPX - Drawdown Comparison
The maximum VFSIX drawdown since its inception was -9.22%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for VFSIX and VTAPX. For additional features, visit the drawdowns tool.
Volatility
VFSIX vs. VTAPX - Volatility Comparison
Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) has a higher volatility of 1.17% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.95%. This indicates that VFSIX'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.