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 -0.09. 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
VIPSX vs. SCHP - Performance Comparison
Key characteristics
VIPSX:
1.26
SCHP:
1.33
VIPSX:
1.70
SCHP:
1.82
VIPSX:
1.22
SCHP:
1.23
VIPSX:
0.56
SCHP:
0.62
VIPSX:
3.46
SCHP:
3.89
VIPSX:
1.65%
SCHP:
1.55%
VIPSX:
4.70%
SCHP:
4.67%
VIPSX:
-15.13%
SCHP:
-14.26%
VIPSX:
-4.81%
SCHP:
-4.24%
Returns By Period
The year-to-date returns for both investments are quite close, with VIPSX having a 3.21% return and SCHP slightly higher at 3.31%. Over the past 10 years, VIPSX has underperformed SCHP with an annualized return of 2.21%, while SCHP has yielded a comparatively higher 2.51% annualized return.
VIPSX
3.21%
0.34%
1.95%
5.88%
1.45%
2.21%
SCHP
3.31%
0.38%
2.16%
6.17%
1.59%
2.51%
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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 4.07%, more than SCHP's 3.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares | 4.07% | 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 | 3.28% | 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 1.88% compared to Schwab U.S. TIPS ETF (SCHP) at 1.79%. 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.