VIPIX vs. IEF
Compare and contrast key facts about Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) and iShares 7-10 Year Treasury Bond ETF (IEF).
VIPIX is managed by Vanguard. It was launched on Dec 12, 2003. IEF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIPIX or IEF.
Correlation
The correlation between VIPIX and IEF is -0.12. 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
VIPIX vs. IEF - Performance Comparison
Key characteristics
VIPIX:
1.50
IEF:
1.18
VIPIX:
2.11
IEF:
1.76
VIPIX:
1.27
IEF:
1.20
VIPIX:
0.67
IEF:
0.39
VIPIX:
4.37
IEF:
2.49
VIPIX:
1.63%
IEF:
3.13%
VIPIX:
4.76%
IEF:
6.61%
VIPIX:
-15.04%
IEF:
-23.93%
VIPIX:
-4.30%
IEF:
-14.31%
Returns By Period
In the year-to-date period, VIPIX achieves a 3.44% return, which is significantly lower than IEF's 3.73% return. Over the past 10 years, VIPIX has outperformed IEF with an annualized return of 2.39%, while IEF has yielded a comparatively lower 0.91% annualized return.
VIPIX
3.44%
-0.63%
2.67%
6.68%
1.62%
2.39%
IEF
3.73%
-0.31%
3.03%
6.86%
-2.78%
0.91%
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VIPIX vs. IEF - Expense Ratio Comparison
VIPIX has a 0.07% expense ratio, which is lower than IEF's 0.15% expense ratio. Despite the difference, 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
VIPIX vs. IEF — Risk-Adjusted Performance Rank
VIPIX
IEF
VIPIX vs. IEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) and iShares 7-10 Year Treasury Bond ETF (IEF). 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
VIPIX vs. IEF - Dividend Comparison
VIPIX's dividend yield for the trailing twelve months is around 4.19%, more than IEF's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIPIX Vanguard Inflation-Protected Securities Fund Institutional Shares | 4.19% | 4.20% | 4.34% | 8.49% | 5.16% | 1.41% | 2.32% | 3.16% | 2.45% | 3.50% | 0.91% | 2.39% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.70% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% | 2.05% |
Drawdowns
VIPIX vs. IEF - Drawdown Comparison
The maximum VIPIX drawdown since its inception was -15.04%, smaller than the maximum IEF drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for VIPIX and IEF. For additional features, visit the drawdowns tool.
Volatility
VIPIX vs. IEF - Volatility Comparison
The current volatility for Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) is 2.28%, while iShares 7-10 Year Treasury Bond ETF (IEF) has a volatility of 2.57%. This indicates that VIPIX experiences smaller price fluctuations and is considered to be less risky than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.