VIPSX vs. VDIGX
VIPSX (Vanguard Inflation-Protected Securities Fund Investor Shares) and VDIGX (Vanguard Dividend Growth Fund) are both mutual funds - VIPSX is a Inflation-Protected Bonds fund managed by Vanguard, while VDIGX is a Dividend fund actively managed by Vanguard. Over the past 10 years, VIPSX returned 2.52%/yr vs 12.25%/yr for VDIGX. At a correlation of -0.12, they often move in opposite directions. VIPSX charges 0.20%/yr vs 0.22%/yr for VDIGX.
Performance
VIPSX vs. VDIGX - Performance Comparison
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Returns By Period
In the year-to-date period, VIPSX achieves a 1.42% return, which is significantly lower than VDIGX's 2.17% return. Over the past 10 years, VIPSX has underperformed VDIGX with an annualized return of 2.52%, while VDIGX has yielded a comparatively higher 12.25% annualized return.
VIPSX
- 1D
- -0.17%
- 1M
- -0.00%
- YTD
- 1.42%
- 6M
- 1.12%
- 1Y
- 4.57%
- 3Y*
- 3.87%
- 5Y*
- 0.95%
- 10Y*
- 2.52%
VDIGX
- 1D
- -0.45%
- 1M
- 2.46%
- YTD
- 2.17%
- 6M
- 2.63%
- 1Y
- 7.56%
- 3Y*
- 13.90%
- 5Y*
- 9.64%
- 10Y*
- 12.25%
VIPSX vs. VDIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares | 1.42% | 6.77% | 1.74% | 3.73% | -12.04% | 5.57% | 10.90% | 8.06% | -1.48% | 2.81% |
VDIGX Vanguard Dividend Growth Fund | 2.17% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Correlation
The correlation between VIPSX and VDIGX is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.21 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.07 |
Correlation (All Time) Calculated using the full available price history since Jun 30, 2000 | -0.12 |
The correlation between VIPSX and VDIGX shifts across timeframes, from -0.12 (all time) to 0.24 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
VIPSX vs. VDIGX — Risk / Return Rank
VIPSX
VDIGX
VIPSX vs. VDIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) and Vanguard Dividend Growth Fund (VDIGX). 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.
| VIPSX | VDIGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.70 | ||
| Sortino ratioReturn per unit of downside risk | +1.03 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 2.50 | 0.86 | +1.63 |
| Martin ratioReturn relative to average drawdown | 7.64 | 3.32 | +4.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIPSX | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.49 | 0.78 | +0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.70 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.47 | 0.78 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.62 | +0.14 |
Drawdowns
VIPSX vs. VDIGX - Drawdown Comparison
The maximum VIPSX drawdown since its inception was -15.13%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VIPSX and VDIGX.
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Drawdown Indicators
| VIPSX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.13% | -45.23% | +30.10% |
Max Drawdown (1Y)Largest decline over 1 year | -2.02% | -9.09% | +7.07% |
Max Drawdown (3Y)Largest decline over 3 years | -4.57% | -10.23% | +5.66% |
Max Drawdown (5Y)Largest decline over 5 years | -14.55% | -16.18% | +1.63% |
Max Drawdown (10Y)Largest decline over 10 years | -14.55% | -32.98% | +18.43% |
Current DrawdownCurrent decline from peak | -0.28% | -0.54% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -3.24% | -6.65% | +3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.66% | 2.36% | -1.70% |
Volatility
VIPSX vs. VDIGX - Volatility Comparison
The current volatility for Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) is 1.02%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 2.20%. This indicates that VIPSX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIPSX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.02% | 2.20% | -1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 2.33% | 7.57% | -5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.40% | 10.07% | -6.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 13.86% | -7.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.33% | 15.70% | -10.37% |
VIPSX vs. VDIGX - Expense Ratio Comparison
VIPSX has a 0.20% expense ratio, which is lower than VDIGX's 0.22% 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%.
Dividends
VIPSX vs. VDIGX - Dividend Comparison
VIPSX's dividend yield for the trailing twelve months is around 4.39%, less than VDIGX's 24.04% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 24.04% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares | 4.39% | 4.64% | 4.07% | 4.20% | 8.34% | 5.03% | 1.28% | 2.22% | 3.03% | 2.32% | 3.38% | 0.77% |
Frequently Asked Questions
VIPSX and VDIGX have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VDIGX has higher volatility (2.20%) compared to VIPSX (1.02%). In terms of maximum drawdown, VIPSX dropped -15.13% vs VDIGX's -45.23%.
VIPSX currently has the higher Sharpe Ratio (1.49 vs 0.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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