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 0.07, 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:
1.58
SPY:
2.21
VTIPX:
2.04
SPY:
2.93
VTIPX:
1.35
SPY:
1.41
VTIPX:
2.01
SPY:
3.26
VTIPX:
10.91
SPY:
14.40
VTIPX:
0.30%
SPY:
1.90%
VTIPX:
2.08%
SPY:
12.44%
VTIPX:
-5.36%
SPY:
-55.19%
VTIPX:
-1.64%
SPY:
-1.83%
Returns By Period
In the year-to-date period, VTIPX achieves a 3.28% return, which is significantly lower than SPY's 26.72% return. Over the past 10 years, VTIPX has underperformed SPY with an annualized return of 2.32%, while SPY has yielded a comparatively higher 13.04% annualized return.
VTIPX
3.28%
-1.14%
1.13%
3.28%
2.99%
2.32%
SPY
26.72%
0.20%
10.28%
27.17%
14.87%
13.04%
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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 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 1.53%, more than SPY's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 1.53% | 2.76% | 6.74% | 4.59% | 1.11% | 1.88% | 2.38% | 1.50% | 0.55% | 0.00% | 0.72% | 0.02% |
SPY SPDR S&P 500 ETF | 1.19% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 1.19%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.83%. 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.