VTAPX vs. VTIP
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
VTAPX is managed by Vanguard. It was launched on Oct 16, 2012. VTIP is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Oct 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTAPX or VTIP.
Correlation
The correlation between VTAPX and VTIP is 0.07, 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
VTAPX vs. VTIP - Performance Comparison
Key characteristics
VTAPX:
4.03
VTIP:
3.93
VTAPX:
6.49
VTIP:
6.48
VTAPX:
1.93
VTIP:
1.91
VTAPX:
8.10
VTIP:
7.65
VTAPX:
25.63
VTIP:
26.37
VTAPX:
0.29%
VTIP:
0.28%
VTAPX:
1.84%
VTIP:
1.91%
VTAPX:
-5.33%
VTIP:
-6.27%
VTAPX:
-0.00%
VTIP:
-0.08%
Returns By Period
The year-to-date returns for both investments are quite close, with VTAPX having a 3.49% return and VTIP slightly higher at 3.51%. Both investments have delivered pretty close results over the past 10 years, with VTAPX having a 2.77% annualized return and VTIP not far ahead at 2.83%.
VTAPX
3.49%
0.99%
3.85%
7.61%
3.97%
2.77%
VTIP
3.51%
1.00%
3.85%
7.60%
4.08%
2.83%
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VTAPX vs. VTIP - Expense Ratio Comparison
VTAPX has a 0.06% expense ratio, which is higher than VTIP's 0.04% 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%.
Risk-Adjusted Performance
VTAPX vs. VTIP — Risk-Adjusted Performance Rank
VTAPX
VTIP
VTAPX vs. VTIP - 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 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.
Dividends
VTAPX vs. VTIP - Dividend Comparison
VTAPX's dividend yield for the trailing twelve months is around 2.73%, less than VTIP's 2.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.73% | 2.68% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.76% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
VTAPX vs. VTIP - Drawdown Comparison
The maximum VTAPX drawdown since its inception was -5.33%, smaller than the maximum VTIP drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for VTAPX and VTIP. For additional features, visit the drawdowns tool.
Volatility
VTAPX vs. VTIP - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) is 0.95%, while Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) has a volatility of 1.09%. This indicates that VTAPX experiences smaller price fluctuations and is considered to be less risky than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.