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 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VIPIX vs. IEF - Performance Comparison
Key characteristics
VIPIX:
1.25
IEF:
0.86
VIPIX:
1.76
IEF:
1.28
VIPIX:
1.22
IEF:
1.15
VIPIX:
0.53
IEF:
0.28
VIPIX:
3.63
IEF:
1.85
VIPIX:
1.59%
IEF:
3.10%
VIPIX:
4.63%
IEF:
6.65%
VIPIX:
-15.04%
IEF:
-23.93%
VIPIX:
-4.70%
IEF:
-14.39%
Returns By Period
In the year-to-date period, VIPIX achieves a 3.00% return, which is significantly lower than IEF's 3.64% return. Over the past 10 years, VIPIX has outperformed IEF with an annualized return of 2.29%, while IEF has yielded a comparatively lower 0.76% annualized return.
VIPIX
3.00%
0.38%
0.73%
5.77%
1.54%
2.29%
IEF
3.64%
0.89%
0.54%
5.96%
-2.66%
0.76%
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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 4.21%, more than IEF's 3.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIPIX Vanguard Inflation-Protected Securities Fund Institutional Shares | 4.21% | 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 | 3.65% | 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 1.80%, while iShares 7-10 Year Treasury Bond ETF (IEF) has a volatility of 2.23%. 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.