VIPSX vs. VWEHX
Compare and contrast key facts about Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
VIPSX is managed by Vanguard. It was launched on Jun 29, 2000. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIPSX or VWEHX.
Key characteristics
| VIPSX | VWEHX | |
|---|---|---|
| YTD Return | -1.50% | -0.56% |
| 1Y Return | -2.03% | 7.83% |
| 3Y Return (Ann) | -1.62% | 1.31% |
| 5Y Return (Ann) | 1.90% | 3.30% |
| 10Y Return (Ann) | 1.74% | 3.96% |
| Sharpe Ratio | -0.24 | 1.68 |
| Daily Std Dev | 6.04% | 4.81% |
| Max Drawdown | -15.13% | -30.17% |
| Current Drawdown | -10.71% | -1.30% |
Correlation
The correlation between VIPSX and VWEHX is 0.13, 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
VIPSX vs. VWEHX - Performance Comparison
In the year-to-date period, VIPSX achieves a -1.50% return, which is significantly lower than VWEHX's -0.56% return. Over the past 10 years, VIPSX has underperformed VWEHX with an annualized return of 1.74%, while VWEHX has yielded a comparatively higher 3.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIPSX vs. VWEHX - Expense Ratio Comparison
VIPSX has a 0.20% expense ratio, which is lower than VWEHX's 0.23% 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
VIPSX vs. VWEHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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. VWEHX - Dividend Comparison
VIPSX's dividend yield for the trailing twelve months is around 4.09%, less than VWEHX's 5.95% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIPSX Vanguard Inflation-Protected Securities Fund Investor Shares | 4.09% | 4.20% | 8.34% | 5.03% | 1.28% | 2.22% | 3.02% | 2.32% | 3.38% | 0.77% | 2.25% | 2.01% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 5.95% | 5.69% | 5.11% | 4.13% | 4.62% | 5.24% | 5.93% | 5.28% | 5.43% | 5.91% | 5.59% | 5.79% |
Drawdowns
VIPSX vs. VWEHX - Drawdown Comparison
The maximum VIPSX drawdown since its inception was -15.13%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for VIPSX and VWEHX. For additional features, visit the drawdowns tool.
Volatility
VIPSX vs. VWEHX - Volatility Comparison
Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX) has a higher volatility of 1.52% compared to Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) at 1.14%. This indicates that VIPSX's price experiences larger fluctuations and is considered to be riskier than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.