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VMBS vs. VTIP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VMBS vs. VTIP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Mortgage-Backed Securities ETF (VMBS) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VMBS achieves a 0.87% return, which is significantly lower than VTIP's 1.85% return. Over the past 10 years, VMBS has underperformed VTIP with an annualized return of 1.36%, while VTIP has yielded a comparatively higher 3.09% annualized return.


VMBS

1D
-0.19%
1M
1.09%
YTD
0.87%
6M
1.43%
1Y
6.51%
3Y*
4.69%
5Y*
0.53%
10Y*
1.36%

VTIP

1D
-0.04%
1M
-0.06%
YTD
1.85%
6M
1.95%
1Y
4.51%
3Y*
5.25%
5Y*
3.37%
10Y*
3.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VMBS vs. VTIP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VMBS
Vanguard Mortgage-Backed Securities ETF
0.87%8.36%1.70%5.34%-11.90%-1.28%3.76%6.19%0.91%2.47%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
1.85%6.07%4.74%4.62%-2.94%5.36%4.95%4.86%0.56%0.82%

Correlation

The correlation between VMBS and VTIP is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.68

Correlation (5Y)
Calculated over the trailing 5-year period

0.61

Correlation (10Y)
Calculated over the trailing 10-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Oct 16, 2012

0.52

The correlation between VMBS and VTIP shifts across timeframes, from 0.52 (1 year) to 0.68 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

VMBS vs. VTIP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VMBS
VMBS Risk / Return Rank: 4848
Overall Rank
VMBS Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
VMBS Sortino Ratio Rank: 4949
Sortino Ratio Rank
VMBS Omega Ratio Rank: 4646
Omega Ratio Rank
VMBS Calmar Ratio Rank: 5252
Calmar Ratio Rank
VMBS Martin Ratio Rank: 5050
Martin Ratio Rank

VTIP
VTIP Risk / Return Rank: 9595
Overall Rank
VTIP Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
VTIP Sortino Ratio Rank: 9696
Sortino Ratio Rank
VTIP Omega Ratio Rank: 9595
Omega Ratio Rank
VTIP Calmar Ratio Rank: 9595
Calmar Ratio Rank
VTIP Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VMBS vs. VTIP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Mortgage-Backed Securities ETF (VMBS) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VMBSVTIPDifference
Sharpe ratioReturn per unit of total volatility

-1.64

Sortino ratioReturn per unit of downside risk

-3.11

Omega ratioGain probability vs. loss probability

1.26

1.65

-0.39

Calmar ratioReturn relative to maximum drawdown

2.28

6.57

-4.29

Martin ratioReturn relative to average drawdown

7.36

25.36

-18.00

VMBS vs. VTIP - Sharpe Ratio Comparison

The current VMBS Sharpe Ratio is 1.43, which is lower than the VTIP Sharpe Ratio of 3.07. The chart below compares the historical Sharpe Ratios of VMBS and VTIP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VMBS vs. VTIP - Drawdown Comparison

The maximum VMBS drawdown since its inception was -17.47%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for VMBS and VTIP.


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Drawdown Indicators


VMBSVTIPDifference

Max Drawdown

Largest peak-to-trough decline

-17.47%

-6.27%

-11.20%

Max Drawdown (1Y)

Largest decline over 1 year

-2.68%

-0.70%

-1.98%

Max Drawdown (3Y)

Largest decline over 3 years

-7.65%

-0.98%

-6.67%

Max Drawdown (5Y)

Largest decline over 5 years

-17.12%

-5.50%

-11.62%

Max Drawdown (10Y)

Largest decline over 10 years

-17.47%

-6.27%

-11.20%

Current Drawdown

Current decline from peak

-1.12%

-0.22%

-0.90%

Average Drawdown

Average peak-to-trough decline

-2.49%

-1.04%

-1.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.83%

0.18%

+0.65%

Volatility

VMBS vs. VTIP - Volatility Comparison

Vanguard Mortgage-Backed Securities ETF (VMBS) has a higher volatility of 1.57% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.40%. This indicates that VMBS's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VMBSVTIPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.57%

0.40%

+1.17%

Volatility (6M)

Calculated over the trailing 6-month period

3.23%

1.04%

+2.19%

Volatility (1Y)

Calculated over the trailing 1-year period

4.29%

1.50%

+2.79%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.77%

2.77%

+4.00%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.40%

2.74%

+2.66%

VMBS vs. VTIP - Expense Ratio Comparison

VMBS has a 0.04% expense ratio, which is higher than VTIP's 0.03% 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%.


Dividends

VMBS vs. VTIP - Dividend Comparison

VMBS's dividend yield for the trailing twelve months is around 4.18%, more than VTIP's 3.59% yield.


PositionTTM20252024202320222021202020192018201720162015
VMBS
Vanguard Mortgage-Backed Securities ETF
4.18%4.20%3.94%3.31%2.35%1.02%2.01%2.77%2.72%2.16%2.10%2.12%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
3.59%3.81%2.70%2.86%6.84%4.68%1.20%1.95%2.45%1.52%0.76%0.00%

Frequently Asked Questions


VMBS and VTIP have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VMBS has higher volatility (1.57%) compared to VTIP (0.40%). In terms of maximum drawdown, VMBS dropped -17.47% vs VTIP's -6.27%.

On 10-year performance, VTIP leads with 3.09% vs 1.36% for VMBS. On fees, VTIP is cheaper at 0.03% per year. On volatility, VTIP has been the lower-risk option at 0.40%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VTIP has performed better with a 3.09% return vs 1.36%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTIP is cheaper with a 0.03% expense ratio, compared with 0.04% for VMBS.

VMBS has the higher dividend yield at 4.18%, compared with 3.59% for VTIP.

VMBS is categorized as Mortgage Backed Securities, while VTIP is Inflation-Protected Bonds. VMBS tracks Barclays Capital U.S. MBS Index, while VTIP tracks Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index. Their fees differ too: 0.04% for VMBS and 0.03% for VTIP.

VTIP currently has the higher Sharpe Ratio (3.07 vs 1.43), 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.

Portfolio Optimizer

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