VFSUX vs. VTIP
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
VFSUX is managed by Vanguard. It was launched on Feb 12, 2001. VTIP is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Oct 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSUX or VTIP.
Correlation
The correlation between VFSUX and VTIP 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
VFSUX vs. VTIP - Performance Comparison
Loading data...
Key characteristics
VFSUX:
2.26
VTIP:
3.20
VFSUX:
3.80
VTIP:
4.87
VFSUX:
1.49
VTIP:
1.72
VFSUX:
4.54
VTIP:
6.67
VFSUX:
12.39
VTIP:
21.23
VFSUX:
0.53%
VTIP:
0.31%
VFSUX:
2.82%
VTIP:
2.03%
VFSUX:
-9.25%
VTIP:
-6.27%
VFSUX:
-0.77%
VTIP:
-0.88%
Returns By Period
In the year-to-date period, VFSUX achieves a 1.90% return, which is significantly lower than VTIP's 2.99% return. Over the past 10 years, VFSUX has underperformed VTIP with an annualized return of 2.34%, while VTIP has yielded a comparatively higher 2.78% annualized return.
VFSUX
1.90%
0.68%
2.55%
6.32%
2.15%
2.34%
VTIP
2.99%
0.22%
3.35%
6.47%
3.90%
2.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VFSUX vs. VTIP - Expense Ratio Comparison
VFSUX has a 0.10% expense ratio, which is higher than VTIP's 0.04% 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
VFSUX vs. VTIP — Risk-Adjusted Performance Rank
VFSUX
VTIP
VFSUX vs. VTIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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.
Loading data...
Dividends
VFSUX vs. VTIP - Dividend Comparison
VFSUX's dividend yield for the trailing twelve months is around 4.36%, more than VTIP's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.36% | 4.16% | 3.14% | 2.03% | 2.09% | 2.33% | 2.92% | 2.78% | 2.10% | 2.15% | 2.09% | 2.21% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.77% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
VFSUX vs. VTIP - Drawdown Comparison
The maximum VFSUX drawdown since its inception was -9.25%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for VFSUX and VTIP. For additional features, visit the drawdowns tool.
Loading data...
Volatility
VFSUX vs. VTIP - Volatility Comparison
Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) have volatilities of 0.91% and 0.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...