VIPSX vs. TIP
Compare and contrast key facts about Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) and iShares TIPS Bond ETF (TIP).
VIPSX is managed by Vanguard. It was launched on Jun 29, 2000. TIP is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Dec 4, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIPSX or TIP.
Correlation
The correlation between VIPSX and TIP is -0.11. 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. TIP - Performance Comparison
Key characteristics
VIPSX:
1.26
TIP:
1.29
VIPSX:
1.70
TIP:
1.74
VIPSX:
1.22
TIP:
1.22
VIPSX:
0.56
TIP:
0.58
VIPSX:
3.46
TIP:
3.75
VIPSX:
1.65%
TIP:
1.57%
VIPSX:
4.70%
TIP:
4.68%
VIPSX:
-15.13%
TIP:
-14.56%
VIPSX:
-4.81%
TIP:
-4.73%
Returns By Period
In the year-to-date period, VIPSX achieves a 3.21% return, which is significantly lower than TIP's 3.44% return. Over the past 10 years, VIPSX has underperformed TIP with an annualized return of 2.21%, while TIP has yielded a comparatively higher 2.39% annualized return.
VIPSX
3.21%
0.34%
1.95%
5.88%
1.45%
2.21%
TIP
3.44%
0.47%
2.13%
6.02%
1.40%
2.39%
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VIPSX vs. TIP - Expense Ratio Comparison
VIPSX has a 0.20% expense ratio, which is higher than TIP's 0.19% 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. TIP — Risk-Adjusted Performance Rank
VIPSX
TIP
VIPSX vs. TIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) and iShares TIPS Bond ETF (TIP). 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. TIP - Dividend Comparison
VIPSX's dividend yield for the trailing twelve months is around 4.07%, more than TIP's 2.91% 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% |
TIP iShares TIPS Bond ETF | 2.91% | 2.52% | 2.73% | 6.96% | 4.28% | 1.17% | 1.75% | 2.71% | 2.07% | 1.48% | 0.34% | 1.67% |
Drawdowns
VIPSX vs. TIP - Drawdown Comparison
The maximum VIPSX drawdown since its inception was -15.13%, roughly equal to the maximum TIP drawdown of -14.56%. Use the drawdown chart below to compare losses from any high point for VIPSX and TIP. For additional features, visit the drawdowns tool.
Volatility
VIPSX vs. TIP - Volatility Comparison
Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) and iShares TIPS Bond ETF (TIP) have volatilities of 1.88% and 1.89%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.