VTAPX vs. VDIGX
VTAPX (Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares) and VDIGX (Vanguard Dividend Growth Fund) are both mutual funds - VTAPX is a Inflation-Protected Bonds fund tracking the Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index, while VDIGX is a Dividend fund actively managed by Vanguard. VTAPX is passively managed, while VDIGX is actively managed. Over the past 10 years, VTAPX returned 3.09%/yr vs 12.27%/yr for VDIGX. Their 0.07 correlation means their historical movements had little consistent relationship. VTAPX charges 0.06%/yr vs 0.20%/yr for VDIGX.
Performance
VTAPX vs. VDIGX - Performance Comparison
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Returns By Period
In the year-to-date period, VTAPX achieves a 1.81% return, which is significantly lower than VDIGX's 5.07% return. Over the past 10 years, VTAPX has underperformed VDIGX with an annualized return of 3.09%, while VDIGX has yielded a comparatively higher 12.27% annualized return.
VTAPX
- 1D
- 0.00%
- 1M
- 0.24%
- 6M
- 1.44%
- YTD
- 1.81%
- 1Y
- 3.07%
- 3Y*
- 5.10%
- 5Y*
- 3.05%
- 10Y*
- 3.09%
- ALL TIME*
- 2.21%
VDIGX
- 1D
- -0.34%
- 1M
- -0.37%
- 6M
- 3.13%
- YTD
- 5.07%
- 1Y
- 12.01%
- 3Y*
- 13.50%
- 5Y*
- 9.49%
- 10Y*
- 12.27%
- ALL TIME*
- 9.35%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VTAPX vs. VDIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 1.81% | 6.03% | 4.73% | 4.59% | -2.84% | 5.26% | 4.97% | 4.85% | 0.53% | 0.82% |
VDIGX Vanguard Dividend Growth Fund | 5.07% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Correlation
The correlation between VTAPX and VDIGX is 0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.05 |
Correlation (3Y) Balances recent behavior with more history. | 0.11 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.17 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.10 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2013 | 0.07 |
The correlation between VTAPX and VDIGX shifts across timeframes, from 0.05 (1 year) to 0.17 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
VTAPX vs. VDIGX — Risk / Return Rank
VTAPX
VDIGX
VTAPX vs. VDIGX - Risk-Adjusted Trends 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 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.
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.
| VTAPX | VDIGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.09 | ||
| Sortino ratioReturn per unit of downside risk | +1.79 | ||
| Omega ratioGain probability vs. loss probability | 1.46 | 1.19 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 4.59 | 1.25 | +3.35 |
| Martin ratioReturn relative to average drawdown | 14.34 | 4.93 | +9.41 |
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Drawdowns
VTAPX vs. VDIGX - Drawdown Comparison
The maximum VTAPX drawdown since its inception was -5.33%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VTAPX and VDIGX.
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Drawdown Indicators
| VTAPX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.33% | -45.23% | +39.90% |
Max Drawdown (1Y)Largest decline over 1 year | -0.75% | -9.09% | +8.34% |
Max Drawdown (3Y)Largest decline over 3 years | -0.92% | -10.23% | +9.31% |
Max Drawdown (5Y)Largest decline over 5 years | -5.33% | -16.18% | +10.85% |
Max Drawdown (10Y)Largest decline over 10 years | -5.33% | -32.98% | +27.65% |
Current DrawdownCurrent decline from peak | -0.28% | -0.72% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -1.02% | -6.62% | +5.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.24% | 2.30% | -2.06% |
Volatility
VTAPX vs. VDIGX - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) is 0.40%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 2.87%. This indicates that VTAPX 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
| VTAPX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.40% | 2.87% | -2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 1.25% | 7.90% | -6.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.57% | 10.26% | -8.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.66% | 13.85% | -11.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.24% | 15.67% | -13.43% |
VTAPX vs. VDIGX - Expense Ratio Comparison
VTAPX has a 0.06% expense ratio, which is lower than VDIGX's 0.20% 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
VTAPX vs. VDIGX - Dividend Comparison
VTAPX's dividend yield for the trailing twelve months is around 4.12%, less than VDIGX's 23.36% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 23.36% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 4.12% | 3.78% | 2.68% | 2.84% | 6.82% | 4.67% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% |
Frequently Asked Questions
VTAPX and VDIGX have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VDIGX has higher volatility (2.87%) compared to VTAPX (0.40%). In terms of maximum drawdown, VTAPX dropped -5.33% vs VDIGX's -45.23%.
VTAPX currently has the higher Sharpe Ratio (2.20 vs 1.11), 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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