VIPIX vs. VUSFX
Compare and contrast key facts about Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) and Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX).
VIPIX is managed by Vanguard. It was launched on Dec 12, 2003. VUSFX is managed by Vanguard. It was launched on Feb 24, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIPIX or VUSFX.
Correlation
The correlation between VIPIX and VUSFX is 0.04, 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
VIPIX vs. VUSFX - Performance Comparison
Key characteristics
VIPIX:
1.51
VUSFX:
8.75
VIPIX:
2.12
VUSFX:
17.80
VIPIX:
1.27
VUSFX:
4.83
VIPIX:
0.66
VUSFX:
16.70
VIPIX:
4.38
VUSFX:
115.23
VIPIX:
1.63%
VUSFX:
0.05%
VIPIX:
4.75%
VUSFX:
0.67%
VIPIX:
-15.04%
VUSFX:
-1.72%
VIPIX:
-4.09%
VUSFX:
0.00%
Returns By Period
In the year-to-date period, VIPIX achieves a 3.66% return, which is significantly higher than VUSFX's 1.48% return. Both investments have delivered pretty close results over the past 10 years, with VIPIX having a 2.34% annualized return and VUSFX not far behind at 2.28%.
VIPIX
3.66%
0.48%
2.45%
7.25%
1.56%
2.34%
VUSFX
1.48%
0.27%
2.41%
5.82%
2.85%
2.28%
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VIPIX vs. VUSFX - Expense Ratio Comparison
VIPIX has a 0.07% expense ratio, which is lower than VUSFX's 0.10% 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. VUSFX — Risk-Adjusted Performance Rank
VIPIX
VUSFX
VIPIX vs. VUSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) and Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX). 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. VUSFX - Dividend Comparison
VIPIX's dividend yield for the trailing twelve months is around 4.19%, less than VUSFX's 5.04% 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% |
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 5.04% | 5.11% | 4.15% | 1.38% | 0.63% | 1.62% | 2.68% | 2.23% | 1.52% | 1.07% | 0.55% | 0.00% |
Drawdowns
VIPIX vs. VUSFX - Drawdown Comparison
The maximum VIPIX drawdown since its inception was -15.04%, which is greater than VUSFX's maximum drawdown of -1.72%. Use the drawdown chart below to compare losses from any high point for VIPIX and VUSFX. For additional features, visit the drawdowns tool.
Volatility
VIPIX vs. VUSFX - Volatility Comparison
Vanguard Inflation-Protected Securities Fund Institutional Shares (VIPIX) has a higher volatility of 2.29% compared to Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) at 0.32%. This indicates that VIPIX's price experiences larger fluctuations and is considered to be riskier than VUSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.