VTAPX vs. VITAX
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
VTAPX is managed by Vanguard. It was launched on Oct 16, 2012. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTAPX or VITAX.
Performance
VTAPX vs. VITAX - Performance Comparison
Returns By Period
In the year-to-date period, VTAPX achieves a 4.59% return, which is significantly lower than VITAX's 28.62% return. Over the past 10 years, VTAPX has underperformed VITAX with an annualized return of 2.35%, while VITAX has yielded a comparatively higher 20.73% annualized return.
VTAPX
4.59%
0.00%
3.19%
6.07%
3.41%
2.35%
VITAX
28.62%
2.12%
14.99%
35.48%
22.76%
20.73%
Key characteristics
| VTAPX | VITAX | |
|---|---|---|
| Sharpe Ratio | 3.03 | 1.70 |
| Sortino Ratio | 5.02 | 2.23 |
| Omega Ratio | 1.68 | 1.30 |
| Calmar Ratio | 4.74 | 2.37 |
| Martin Ratio | 21.75 | 8.50 |
| Ulcer Index | 0.28% | 4.25% |
| Daily Std Dev | 1.99% | 21.19% |
| Max Drawdown | -5.33% | -54.81% |
| Current Drawdown | -0.47% | -0.95% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTAPX vs. VITAX - Expense Ratio Comparison
VTAPX has a 0.06% expense ratio, which is lower than VITAX's 0.10% 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%.
Correlation
The correlation between VTAPX and VITAX is 0.05, 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.
Risk-Adjusted Performance
VTAPX vs. VITAX - 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 Information Technology Index Fund Admiral Shares (VITAX). 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. VITAX - Dividend Comparison
VTAPX's dividend yield for the trailing twelve months is around 2.88%, more than VITAX's 0.60% 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% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% | 1.04% |
Drawdowns
VTAPX vs. VITAX - Drawdown Comparison
The maximum VTAPX drawdown since its inception was -5.33%, smaller than the maximum VITAX drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for VTAPX and VITAX. For additional features, visit the drawdowns tool.
Volatility
VTAPX vs. VITAX - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) is 0.46%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 6.45%. This indicates that VTAPX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.