VTIPX vs. BRK-B
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) and Berkshire Hathaway Inc. (BRK-B).
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: VTIPX or BRK-B.
Key characteristics
| VTIPX | BRK-B | |
|---|---|---|
| YTD Return | 4.27% | 30.74% |
| 1Y Return | 6.17% | 33.22% |
| 3Y Return (Ann) | 1.84% | 17.77% |
| 5Y Return (Ann) | 3.30% | 16.33% |
| 10Y Return (Ann) | 2.24% | 12.38% |
| Sharpe Ratio | 3.14 | 2.30 |
| Sortino Ratio | 5.28 | 3.22 |
| Omega Ratio | 1.72 | 1.41 |
| Calmar Ratio | 3.66 | 4.35 |
| Martin Ratio | 24.49 | 11.41 |
| Ulcer Index | 0.26% | 2.89% |
| Daily Std Dev | 1.99% | 14.38% |
| Max Drawdown | -5.36% | -53.86% |
| Current Drawdown | -0.70% | -2.57% |
Correlation
The correlation between VTIPX and BRK-B is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VTIPX vs. BRK-B - Performance Comparison
In the year-to-date period, VTIPX achieves a 4.27% return, which is significantly lower than BRK-B's 30.74% return. Over the past 10 years, VTIPX has underperformed BRK-B with an annualized return of 2.24%, while BRK-B has yielded a comparatively higher 12.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
VTIPX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) and Berkshire Hathaway Inc. (BRK-B). 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
VTIPX vs. BRK-B - Dividend Comparison
VTIPX's dividend yield for the trailing twelve months is around 2.80%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 2.80% | 2.76% | 6.74% | 4.59% | 1.11% | 1.88% | 2.38% | 1.50% | 0.55% | 0.00% | 0.72% | 0.02% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VTIPX vs. BRK-B - Drawdown Comparison
The maximum VTIPX drawdown since its inception was -5.36%, smaller than the maximum BRK-B drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for VTIPX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
VTIPX vs. BRK-B - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) is 0.44%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 6.64%. This indicates that VTIPX experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.