VTAPX vs. VBTLX
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
VTAPX is managed by Vanguard. It was launched on Oct 16, 2012. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTAPX or VBTLX.
Performance
VTAPX vs. VBTLX - Performance Comparison
Returns By Period
In the year-to-date period, VTAPX achieves a 4.54% return, which is significantly higher than VBTLX's 1.37% return. Over the past 10 years, VTAPX has outperformed VBTLX with an annualized return of 2.35%, while VBTLX has yielded a comparatively lower 1.34% annualized return.
VTAPX
4.54%
-0.16%
3.02%
6.12%
3.40%
2.35%
VBTLX
1.37%
-1.44%
3.05%
6.45%
-0.37%
1.34%
Key characteristics
| VTAPX | VBTLX | |
|---|---|---|
| Sharpe Ratio | 3.09 | 1.18 |
| Sortino Ratio | 5.12 | 1.75 |
| Omega Ratio | 1.70 | 1.21 |
| Calmar Ratio | 4.85 | 0.45 |
| Martin Ratio | 22.56 | 3.87 |
| Ulcer Index | 0.27% | 1.73% |
| Daily Std Dev | 2.00% | 5.65% |
| Max Drawdown | -5.33% | -19.05% |
| Current Drawdown | -0.51% | -9.27% |
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VTAPX vs. VBTLX - Expense Ratio Comparison
VTAPX has a 0.06% expense ratio, which is higher than VBTLX'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%.
Correlation
The correlation between VTAPX and VBTLX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
VTAPX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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
VTAPX vs. VBTLX - Dividend Comparison
VTAPX's dividend yield for the trailing twelve months is around 2.88%, less than VBTLX's 3.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.88% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% | 0.06% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.60% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% | 2.56% |
Drawdowns
VTAPX vs. VBTLX - Drawdown Comparison
The maximum VTAPX drawdown since its inception was -5.33%, smaller than the maximum VBTLX drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for VTAPX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
VTAPX vs. VBTLX - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) is 0.50%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.63%. This indicates that VTAPX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.