VTIPX vs. EARRX
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) and Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX).
VTIPX is managed by Vanguard. It was launched on Oct 16, 2012. EARRX is managed by Eaton Vance. It was launched on Mar 31, 2010.
Performance
VTIPX vs. EARRX - Performance Comparison
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VTIPX vs. EARRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 0.93% | 5.96% | 4.65% | 4.51% | -2.93% | 5.21% | 4.85% | 4.74% | 0.49% | 0.72% |
EARRX Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 0.28% | 5.46% | 5.39% | 5.95% | -3.22% | 7.50% | 5.05% | 5.29% | -0.49% | 1.81% |
Returns By Period
In the year-to-date period, VTIPX achieves a 0.93% return, which is significantly higher than EARRX's 0.28% return. Over the past 10 years, VTIPX has underperformed EARRX with an annualized return of 2.97%, while EARRX has yielded a comparatively higher 3.60% annualized return.
VTIPX
- 1D
- 0.28%
- 1M
- 0.04%
- YTD
- 0.93%
- 6M
- 1.25%
- 1Y
- 3.76%
- 3Y*
- 4.58%
- 5Y*
- 3.40%
- 10Y*
- 2.97%
EARRX
- 1D
- 0.18%
- 1M
- -0.21%
- YTD
- 0.28%
- 6M
- 0.32%
- 1Y
- 2.98%
- 3Y*
- 4.81%
- 5Y*
- 3.78%
- 10Y*
- 3.60%
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VTIPX vs. EARRX - Expense Ratio Comparison
VTIPX has a 0.14% expense ratio, which is lower than EARRX's 0.85% expense ratio.
Return for Risk
VTIPX vs. EARRX — Risk / Return Rank
VTIPX
EARRX
VTIPX vs. EARRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) and Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX). 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.
| VTIPX | EARRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 1.60 | +0.58 |
Sortino ratioReturn per unit of downside risk | 3.29 | 2.29 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.36 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 4.39 | 2.76 | +1.62 |
Martin ratioReturn relative to average drawdown | 14.13 | 12.19 | +1.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VTIPX | EARRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 1.60 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 1.37 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.34 | 1.33 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 1.04 | -0.04 |
Correlation
The correlation between VTIPX and EARRX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VTIPX vs. EARRX - Dividend Comparison
VTIPX's dividend yield for the trailing twelve months is around 3.50%, less than EARRX's 3.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 3.50% | 3.70% | 2.60% | 2.76% | 6.74% | 4.59% | 1.11% | 1.88% | 2.37% | 1.50% | 0.55% | 0.00% |
EARRX Eaton Vance Short Duration Inflation-Protected Income Fund Class A | 3.87% | 4.36% | 3.83% | 4.24% | 4.82% | 3.32% | 2.02% | 2.46% | 2.67% | 1.90% | 2.00% | 1.73% |
Drawdowns
VTIPX vs. EARRX - Drawdown Comparison
The maximum VTIPX drawdown since its inception was -5.36%, smaller than the maximum EARRX drawdown of -10.27%. Use the drawdown chart below to compare losses from any high point for VTIPX and EARRX.
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Drawdown Indicators
| VTIPX | EARRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.36% | -10.27% | +4.91% |
Max Drawdown (1Y)Largest decline over 1 year | -0.95% | -1.18% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -5.36% | -6.39% | +1.03% |
Max Drawdown (10Y)Largest decline over 10 years | -5.36% | -10.27% | +4.91% |
Current DrawdownCurrent decline from peak | -0.32% | -0.51% | +0.19% |
Average DrawdownAverage peak-to-trough decline | -1.13% | -1.09% | -0.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.30% | 0.27% | +0.03% |
Volatility
VTIPX vs. EARRX - Volatility Comparison
Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) has a higher volatility of 0.62% compared to Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) at 0.58%. This indicates that VTIPX's price experiences larger fluctuations and is considered to be riskier than EARRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTIPX | EARRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.62% | 0.58% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 0.96% | 1.05% | -0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.81% | 1.87% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.66% | 2.78% | -0.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.22% | 2.71% | -0.49% |