VTIP vs. VTIPX
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX).
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. VTIPX is managed by Vanguard. It was launched on Oct 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTIP or VTIPX.
Correlation
The correlation between VTIP and VTIPX is 0.06, 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
VTIP vs. VTIPX - Performance Comparison
Key characteristics
VTIP:
3.94
VTIPX:
4.03
VTIP:
6.50
VTIPX:
6.56
VTIP:
1.91
VTIPX:
1.94
VTIP:
7.68
VTIPX:
8.01
VTIP:
26.45
VTIPX:
25.87
VTIP:
0.28%
VTIPX:
0.28%
VTIP:
1.91%
VTIPX:
1.83%
VTIP:
-6.27%
VTIPX:
-5.36%
VTIP:
-0.14%
VTIPX:
-0.08%
Returns By Period
The year-to-date returns for both stocks are quite close, with VTIP having a 3.45% return and VTIPX slightly lower at 3.39%. Over the past 10 years, VTIP has outperformed VTIPX with an annualized return of 2.81%, while VTIPX has yielded a comparatively lower 2.66% annualized return.
VTIP
3.45%
0.94%
3.74%
7.47%
4.07%
2.81%
VTIPX
3.39%
0.94%
3.65%
7.31%
3.87%
2.66%
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VTIP vs. VTIPX - Expense Ratio Comparison
VTIP has a 0.04% expense ratio, which is lower than VTIPX's 0.14% 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%.
Risk-Adjusted Performance
VTIP vs. VTIPX — Risk-Adjusted Performance Rank
VTIP
VTIPX
VTIP vs. VTIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) and Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX). 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
VTIP vs. VTIPX - Dividend Comparison
VTIP's dividend yield for the trailing twelve months is around 2.76%, more than VTIPX's 2.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 2.66% | 2.60% | 2.76% | 6.74% | 4.59% | 1.11% | 1.88% | 2.38% | 1.50% | 0.55% | 0.00% | 0.72% |
Drawdowns
VTIP vs. VTIPX - Drawdown Comparison
The maximum VTIP drawdown since its inception was -6.27%, which is greater than VTIPX's maximum drawdown of -5.36%. Use the drawdown chart below to compare losses from any high point for VTIP and VTIPX. For additional features, visit the drawdowns tool.
Volatility
VTIP vs. VTIPX - Volatility Comparison
Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) has a higher volatility of 1.09% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) at 0.95%. This indicates that VTIP's price experiences larger fluctuations and is considered to be riskier than VTIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.