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VTIP vs. IBIE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VTIP vs. IBIE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) and iShares iBonds Oct 2028 Term TIPS ETF (IBIE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with VTIP having a 2.05% return and IBIE slightly higher at 2.10%.


VTIP

1D
0.00%
1M
0.04%
YTD
2.05%
6M
2.03%
1Y
4.70%
3Y*
5.26%
5Y*
3.37%
10Y*
3.14%

IBIE

1D
0.00%
1M
0.23%
YTD
2.10%
6M
2.07%
1Y
4.80%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VTIP vs. IBIE - Yearly Performance Comparison


2026 (YTD)202520242023
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
2.05%6.07%4.74%2.21%
IBIE
iShares iBonds Oct 2028 Term TIPS ETF
2.10%6.46%3.95%2.93%

Correlation

The correlation between VTIP and IBIE is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.84

Correlation (All Time)
Calculated using the full available price history since Sep 18, 2023

0.91

The correlation between VTIP and IBIE has been stable across timeframes, ranging from 0.84 to 0.91 - a consistent structural relationship.

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Return for Risk

VTIP vs. IBIE — Risk / Return Rank

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

VTIP
VTIP Risk / Return Rank: 9393
Overall Rank
VTIP Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
VTIP Sortino Ratio Rank: 9595
Sortino Ratio Rank
VTIP Omega Ratio Rank: 9393
Omega Ratio Rank
VTIP Calmar Ratio Rank: 9393
Calmar Ratio Rank
VTIP Martin Ratio Rank: 9393
Martin Ratio Rank

IBIE
IBIE Risk / Return Rank: 9494
Overall Rank
IBIE Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
IBIE Sortino Ratio Rank: 9696
Sortino Ratio Rank
IBIE Omega Ratio Rank: 9494
Omega Ratio Rank
IBIE Calmar Ratio Rank: 9696
Calmar Ratio Rank
IBIE Martin Ratio Rank: 9393
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.

VTIP vs. IBIE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) and iShares iBonds Oct 2028 Term TIPS ETF (IBIE). 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.


VTIPIBIEDifference
Sharpe ratioReturn per unit of total volatility

+0.06

Sortino ratioReturn per unit of downside risk

-0.24

Omega ratioGain probability vs. loss probability

1.67

1.69

-0.02

Calmar ratioReturn relative to maximum drawdown

6.75

8.73

-1.98

Martin ratioReturn relative to average drawdown

26.06

25.70

+0.36

VTIP vs. IBIE - Sharpe Ratio Comparison

The current VTIP Sharpe Ratio is 3.15, which is comparable to the IBIE Sharpe Ratio of 3.09. The chart below compares the historical Sharpe Ratios of VTIP and IBIE, 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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Sharpe Ratios by Period


VTIPIBIEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.15

3.09

+0.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.15

Sharpe Ratio (All Time)

Calculated using the full available price history

0.89

2.02

-1.12

Drawdowns

VTIP vs. IBIE - Drawdown Comparison

The maximum VTIP drawdown since its inception was -6.27%, which is greater than IBIE's maximum drawdown of -1.70%. Use the drawdown chart below to compare losses from any high point for VTIP and IBIE.


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Drawdown Indicators


VTIPIBIEDifference

Max Drawdown

Largest peak-to-trough decline

-6.27%

-1.70%

-4.57%

Max Drawdown (1Y)

Largest decline over 1 year

-0.70%

-0.55%

-0.15%

Max Drawdown (3Y)

Largest decline over 3 years

-0.98%

Max Drawdown (5Y)

Largest decline over 5 years

-5.50%

Max Drawdown (10Y)

Largest decline over 10 years

-6.27%

Current Drawdown

Current decline from peak

-0.02%

0.00%

-0.02%

Average Drawdown

Average peak-to-trough decline

-1.04%

-0.39%

-0.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.18%

0.19%

-0.01%

Volatility

VTIP vs. IBIE - Volatility Comparison

Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) has a higher volatility of 0.43% compared to iShares iBonds Oct 2028 Term TIPS ETF (IBIE) at 0.38%. This indicates that VTIP's price experiences larger fluctuations and is considered to be riskier than IBIE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VTIPIBIEDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.43%

0.38%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

1.02%

0.97%

+0.05%

Volatility (1Y)

Calculated over the trailing 1-year period

1.50%

1.56%

-0.06%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.77%

2.86%

-0.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.74%

2.86%

-0.12%

VTIP vs. IBIE - Expense Ratio Comparison

VTIP has a 0.03% expense ratio, which is lower than IBIE'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%.


Dividends

VTIP vs. IBIE - Dividend Comparison

VTIP's dividend yield for the trailing twelve months is around 3.58%, more than IBIE's 3.25% yield.


PositionTTM2025202420232022202120202019201820172016
IBIE
iShares iBonds Oct 2028 Term TIPS ETF
3.25%4.09%4.23%0.75%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
3.58%3.81%2.70%2.86%6.84%4.68%1.20%1.95%2.45%1.52%0.76%

Frequently Asked Questions


VTIP and IBIE have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VTIP has higher volatility (0.43%) compared to IBIE (0.38%). In terms of maximum drawdown, VTIP dropped -6.27% vs IBIE's -1.70%.

On 1-year performance, IBIE leads with 4.80% vs 4.70% for VTIP. On fees, VTIP is cheaper at 0.03% per year. Their volatility is very similar. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IBIE has performed better with a 4.80% return vs 4.70%. 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 0.10% for IBIE.

VTIP has the higher dividend yield at 3.58%, compared with 3.25% for IBIE.

VTIP tracks Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Year Index, while IBIE tracks ICE 2028 Maturity US Inflation-Linked Treasury Index. They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.03% for VTIP and 0.10% for IBIE.

VTIP currently has the higher Sharpe Ratio (3.15 vs 3.09), 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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