VTIPX vs. SPY
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) and SPDR S&P 500 ETF (SPY).
VTIPX is managed by Vanguard. It was launched on Oct 16, 2012. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTIPX or SPY.
Correlation
The correlation between VTIPX and SPY 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
VTIPX vs. SPY - Performance Comparison
Key characteristics
VTIPX:
4.01
SPY:
0.51
VTIPX:
6.52
SPY:
0.86
VTIPX:
1.93
SPY:
1.13
VTIPX:
7.96
SPY:
0.55
VTIPX:
25.72
SPY:
2.26
VTIPX:
0.28%
SPY:
4.55%
VTIPX:
1.83%
SPY:
20.08%
VTIPX:
-5.36%
SPY:
-55.19%
VTIPX:
-0.04%
SPY:
-9.89%
Returns By Period
In the year-to-date period, VTIPX achieves a 3.44% return, which is significantly higher than SPY's -5.76% return. Over the past 10 years, VTIPX has underperformed SPY with an annualized return of 2.69%, while SPY has yielded a comparatively higher 11.99% annualized return.
VTIPX
3.44%
0.94%
3.77%
7.49%
3.88%
2.69%
SPY
-5.76%
-3.16%
-4.30%
10.76%
15.96%
11.99%
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VTIPX vs. SPY - Expense Ratio Comparison
VTIPX has a 0.14% expense ratio, which is higher than SPY's 0.09% expense ratio. However, 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
VTIPX vs. SPY — Risk-Adjusted Performance Rank
VTIPX
SPY
VTIPX vs. SPY - 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 SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
VTIPX's dividend yield for the trailing twelve months is around 2.66%, more than SPY's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SPY SPDR S&P 500 ETF | 1.30% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
VTIPX vs. SPY - Drawdown Comparison
The maximum VTIPX drawdown since its inception was -5.36%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for VTIPX and SPY. For additional features, visit the drawdowns tool.
Volatility
VTIPX vs. SPY - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) is 0.95%, while SPDR S&P 500 ETF (SPY) has a volatility of 15.12%. This indicates that VTIPX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.