VFTAX vs. VAIPX
Compare and contrast key facts about Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX).
VFTAX is managed by Vanguard. It was launched on Feb 7, 2019. VAIPX is managed by Vanguard. It was launched on Jun 10, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFTAX or VAIPX.
Key characteristics
| VFTAX | VAIPX | |
|---|---|---|
| YTD Return | 18.91% | 5.29% |
| 1Y Return | 29.78% | 8.46% |
| 3Y Return (Ann) | 8.39% | -0.76% |
| 5Y Return (Ann) | 15.35% | 2.67% |
| Sharpe Ratio | 2.02 | 1.60 |
| Daily Std Dev | 13.89% | 5.44% |
| Max Drawdown | -34.20% | -15.04% |
| Current Drawdown | -0.96% | -4.37% |
Correlation
The correlation between VFTAX and VAIPX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VFTAX vs. VAIPX - Performance Comparison
In the year-to-date period, VFTAX achieves a 18.91% return, which is significantly higher than VAIPX's 5.29% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VFTAX vs. VAIPX - Expense Ratio Comparison
VFTAX has a 0.14% expense ratio, which is higher than VAIPX's 0.10% 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
VFTAX vs. VAIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) and Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX). 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
VFTAX vs. VAIPX - Dividend Comparison
VFTAX's dividend yield for the trailing twelve months is around 0.81%, less than VAIPX's 4.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFTAX Vanguard FTSE Social Index Fund Admiral Shares | 0.81% | 1.10% | 1.34% | 0.94% | 1.21% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VAIPX Vanguard Inflation-Protected Securities Fund Admiral Shares | 4.22% | 4.31% | 8.45% | 5.13% | 1.38% | 2.29% | 3.12% | 2.41% | 3.49% | 0.88% | 2.37% | 2.18% |
Drawdowns
VFTAX vs. VAIPX - Drawdown Comparison
The maximum VFTAX drawdown since its inception was -34.20%, which is greater than VAIPX's maximum drawdown of -15.04%. Use the drawdown chart below to compare losses from any high point for VFTAX and VAIPX. For additional features, visit the drawdowns tool.
Volatility
VFTAX vs. VAIPX - Volatility Comparison
Vanguard FTSE Social Index Fund Admiral Shares (VFTAX) has a higher volatility of 4.40% compared to Vanguard Inflation-Protected Securities Fund Admiral Shares (VAIPX) at 1.02%. This indicates that VFTAX's price experiences larger fluctuations and is considered to be riskier than VAIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.