VTIPX vs. SPYX
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) and SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX).
VTIPX is managed by Vanguard. It was launched on Oct 16, 2012. SPYX is a passively managed fund by State Street that tracks the performance of the S&P 500 Fossil Fuel Free Index. It was launched on Nov 30, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTIPX or SPYX.
Correlation
The correlation between VTIPX and SPYX is 0.10, 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. SPYX - Performance Comparison
Key characteristics
VTIPX:
1.58
SPYX:
2.22
VTIPX:
2.04
SPYX:
2.96
VTIPX:
1.35
SPYX:
1.41
VTIPX:
2.01
SPYX:
3.32
VTIPX:
10.91
SPYX:
14.58
VTIPX:
0.30%
SPYX:
1.92%
VTIPX:
2.08%
SPYX:
12.67%
VTIPX:
-5.36%
SPYX:
-32.84%
VTIPX:
-1.64%
SPYX:
-1.71%
Returns By Period
In the year-to-date period, VTIPX achieves a 3.28% return, which is significantly lower than SPYX's 27.48% return.
VTIPX
3.28%
-1.14%
1.13%
3.28%
2.99%
2.32%
SPYX
27.48%
0.52%
10.65%
27.72%
14.83%
N/A
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VTIPX vs. SPYX - Expense Ratio Comparison
VTIPX has a 0.14% expense ratio, which is lower than SPYX's 0.20% expense ratio. Despite the difference, 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. SPYX - 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 Fossil Fuel Reserves Free ETF (SPYX). 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. SPYX - Dividend Comparison
VTIPX's dividend yield for the trailing twelve months is around 1.53%, more than SPYX's 1.03% 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% |
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF | 1.03% | 1.21% | 1.41% | 1.04% | 1.33% | 1.56% | 1.92% | 1.68% | 1.91% | 0.49% | 0.00% | 0.00% |
Drawdowns
VTIPX vs. SPYX - Drawdown Comparison
The maximum VTIPX drawdown since its inception was -5.36%, smaller than the maximum SPYX drawdown of -32.84%. Use the drawdown chart below to compare losses from any high point for VTIPX and SPYX. For additional features, visit the drawdowns tool.
Volatility
VTIPX vs. SPYX - 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 Fossil Fuel Reserves Free ETF (SPYX) has a volatility of 3.79%. This indicates that VTIPX experiences smaller price fluctuations and is considered to be less risky than SPYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.