VTIPX vs. IPBAX
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) and Allspring Real Return Fund (IPBAX).
VTIPX is managed by Vanguard. It was launched on Oct 16, 2012. IPBAX is managed by Allspring Global Investments. It was launched on Feb 27, 2003.
Performance
VTIPX vs. IPBAX - Performance Comparison
Loading graphics...
VTIPX vs. IPBAX - 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% |
IPBAX Allspring Real Return Fund | 11.78% | 10.37% | 8.12% | 5.35% | -10.75% | 7.74% | 8.03% | 9.87% | -4.02% | 4.07% |
Returns By Period
In the year-to-date period, VTIPX achieves a 0.93% return, which is significantly lower than IPBAX's 11.78% return. Over the past 10 years, VTIPX has underperformed IPBAX with an annualized return of 2.97%, while IPBAX has yielded a comparatively higher 4.92% 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%
IPBAX
- 1D
- 0.25%
- 1M
- -0.06%
- YTD
- 11.78%
- 6M
- 13.53%
- 1Y
- 23.01%
- 3Y*
- 10.78%
- 5Y*
- 6.29%
- 10Y*
- 4.92%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTIPX vs. IPBAX - Expense Ratio Comparison
VTIPX has a 0.14% expense ratio, which is lower than IPBAX's 0.78% expense ratio.
Return for Risk
VTIPX vs. IPBAX — Risk / Return Rank
VTIPX
IPBAX
VTIPX vs. IPBAX - 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 Allspring Real Return Fund (IPBAX). 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 | IPBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 2.91 | -0.72 |
Sortino ratioReturn per unit of downside risk | 3.29 | 3.98 | -0.68 |
Omega ratioGain probability vs. loss probability | 1.47 | 1.53 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 4.39 | 6.12 | -1.73 |
Martin ratioReturn relative to average drawdown | 14.13 | 22.57 | -8.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VTIPX | IPBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 2.91 | -0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.28 | 0.89 | +0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.34 | 0.83 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.70 | +0.31 |
Correlation
The correlation between VTIPX and IPBAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VTIPX vs. IPBAX - Dividend Comparison
VTIPX's dividend yield for the trailing twelve months is around 3.50%, more than IPBAX's 2.33% 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% |
IPBAX Allspring Real Return Fund | 2.33% | 2.58% | 2.26% | 3.71% | 5.07% | 3.84% | 1.26% | 2.12% | 2.57% | 1.96% | 1.77% | 2.13% |
Drawdowns
VTIPX vs. IPBAX - Drawdown Comparison
The maximum VTIPX drawdown since its inception was -5.36%, smaller than the maximum IPBAX drawdown of -15.13%. Use the drawdown chart below to compare losses from any high point for VTIPX and IPBAX.
Loading graphics...
Drawdown Indicators
| VTIPX | IPBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.36% | -15.13% | +9.77% |
Max Drawdown (1Y)Largest decline over 1 year | -0.95% | -3.84% | +2.89% |
Max Drawdown (5Y)Largest decline over 5 years | -5.36% | -13.94% | +8.58% |
Max Drawdown (10Y)Largest decline over 10 years | -5.36% | -13.94% | +8.58% |
Current DrawdownCurrent decline from peak | -0.32% | -0.38% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -1.13% | -3.15% | +2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.30% | 1.04% | -0.74% |
Volatility
VTIPX vs. IPBAX - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) is 0.62%, while Allspring Real Return Fund (IPBAX) has a volatility of 3.22%. This indicates that VTIPX experiences smaller price fluctuations and is considered to be less risky than IPBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VTIPX | IPBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.62% | 3.22% | -2.60% |
Volatility (6M)Calculated over the trailing 6-month period | 0.96% | 6.48% | -5.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.81% | 8.01% | -6.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.66% | 7.12% | -4.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.22% | 5.93% | -3.71% |