VIPSX vs. SCHP
Compare and contrast key facts about Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) and Schwab U.S. TIPS ETF (SCHP).
VIPSX is managed by Vanguard. It was launched on Jun 29, 2000. SCHP is a passively managed fund by Charles Schwab that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIPSX or SCHP.
Correlation
The correlation between VIPSX and SCHP is 0.97, 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
VIPSX vs. SCHP - Performance Comparison
Key characteristics
VIPSX:
1.18
SCHP:
1.25
VIPSX:
1.67
SCHP:
1.77
VIPSX:
1.21
SCHP:
1.22
VIPSX:
0.47
SCHP:
0.50
VIPSX:
3.16
SCHP:
3.56
VIPSX:
1.63%
SCHP:
1.53%
VIPSX:
4.34%
SCHP:
4.37%
VIPSX:
-15.13%
SCHP:
-14.26%
VIPSX:
-5.84%
SCHP:
-5.30%
Returns By Period
The year-to-date returns for both investments are quite close, with VIPSX having a 2.09% return and SCHP slightly higher at 2.17%. Over the past 10 years, VIPSX has underperformed SCHP with an annualized return of 2.00%, while SCHP has yielded a comparatively higher 2.29% annualized return.
VIPSX
2.09%
1.65%
0.00%
5.49%
1.63%
2.00%
SCHP
2.17%
1.73%
0.30%
5.68%
1.78%
2.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIPSX vs. SCHP - Expense Ratio Comparison
VIPSX has a 0.20% expense ratio, which is higher than SCHP's 0.05% 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
VIPSX vs. SCHP — Risk-Adjusted Performance Rank
VIPSX
SCHP
VIPSX vs. SCHP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) and Schwab U.S. TIPS ETF (SCHP). 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
VIPSX vs. SCHP - Dividend Comparison
VIPSX's dividend yield for the trailing twelve months is around 3.99%, more than SCHP's 2.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares | 3.99% | 4.07% | 4.20% | 8.34% | 5.02% | 1.29% | 2.22% | 3.03% | 2.32% | 2.05% | 0.76% | 2.13% |
SCHP Schwab U.S. TIPS ETF | 2.93% | 2.99% | 3.02% | 7.19% | 4.39% | 1.11% | 2.02% | 2.63% | 1.90% | 1.38% | 0.28% | 1.30% |
Drawdowns
VIPSX vs. SCHP - Drawdown Comparison
The maximum VIPSX drawdown since its inception was -15.13%, which is greater than SCHP's maximum drawdown of -14.26%. Use the drawdown chart below to compare losses from any high point for VIPSX and SCHP. For additional features, visit the drawdowns tool.
Volatility
VIPSX vs. SCHP - Volatility Comparison
Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) has a higher volatility of 1.24% compared to Schwab U.S. TIPS ETF (SCHP) at 1.18%. This indicates that VIPSX's price experiences larger fluctuations and is considered to be riskier than SCHP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.