VTIPX vs. SPYG
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
VTIPX is managed by Vanguard. It was launched on Oct 16, 2012. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTIPX or SPYG.
Correlation
The correlation between VTIPX and SPYG 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. SPYG - Performance Comparison
Key characteristics
VTIPX:
4.05
SPYG:
-0.01
VTIPX:
6.65
SPYG:
0.13
VTIPX:
1.95
SPYG:
1.02
VTIPX:
9.15
SPYG:
-0.01
VTIPX:
27.66
SPYG:
-0.03
VTIPX:
0.26%
SPYG:
5.03%
VTIPX:
1.76%
SPYG:
21.26%
VTIPX:
-5.36%
SPYG:
-67.79%
VTIPX:
-0.24%
SPYG:
-21.47%
Returns By Period
In the year-to-date period, VTIPX achieves a 3.23% return, which is significantly higher than SPYG's -17.46% return. Over the past 10 years, VTIPX has underperformed SPYG with an annualized return of 2.68%, while SPYG has yielded a comparatively higher 12.73% annualized return.
VTIPX
3.23%
1.27%
3.40%
7.01%
3.86%
2.68%
SPYG
-17.46%
-15.41%
-12.25%
1.39%
17.12%
12.73%
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VTIPX vs. SPYG - Expense Ratio Comparison
VTIPX has a 0.14% expense ratio, which is higher than SPYG's 0.04% 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. SPYG — Risk-Adjusted Performance Rank
VTIPX
SPYG
VTIPX vs. SPYG - 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 Portfolio S&P 500 Growth ETF (SPYG). 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. SPYG - Dividend Comparison
VTIPX's dividend yield for the trailing twelve months is around 2.67%, more than SPYG's 0.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 2.67% | 2.60% | 2.76% | 6.74% | 4.59% | 1.11% | 1.88% | 2.38% | 1.50% | 0.55% | 0.00% | 0.72% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.75% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
VTIPX vs. SPYG - Drawdown Comparison
The maximum VTIPX drawdown since its inception was -5.36%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for VTIPX and SPYG. For additional features, visit the drawdowns tool.
Volatility
VTIPX vs. SPYG - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) is 0.76%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 10.92%. This indicates that VTIPX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.