VTIPX vs. VTIP
Compare and contrast key facts about Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
VTIPX is managed by Vanguard. It was launched on Oct 16, 2012. VTIP is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). It was launched on Oct 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTIPX or VTIP.
Correlation
The correlation between VTIPX and VTIP is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VTIPX vs. VTIP - Performance Comparison
Key characteristics
VTIPX:
4.30
VTIP:
4.32
VTIPX:
7.15
VTIP:
7.39
VTIPX:
2.03
VTIP:
2.03
VTIPX:
9.60
VTIP:
10.23
VTIPX:
29.05
VTIP:
30.83
VTIPX:
0.26%
VTIP:
0.25%
VTIPX:
1.74%
VTIP:
1.79%
VTIPX:
-5.36%
VTIP:
-6.27%
VTIPX:
0.00%
VTIP:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with VTIPX having a 3.48% return and VTIP slightly higher at 3.59%. Over the past 10 years, VTIPX has underperformed VTIP with an annualized return of 2.70%, while VTIP has yielded a comparatively higher 2.85% annualized return.
VTIPX
3.48%
1.22%
3.26%
7.40%
3.92%
2.70%
VTIP
3.59%
1.33%
3.40%
7.60%
4.07%
2.85%
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VTIPX vs. VTIP - Expense Ratio Comparison
VTIPX has a 0.14% expense ratio, which is higher than VTIP'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. VTIP — Risk-Adjusted Performance Rank
VTIPX
VTIP
VTIPX vs. VTIP - 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 Vanguard Short-Term Inflation-Protected Securities ETF (VTIP). 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. VTIP - Dividend Comparison
VTIPX's dividend yield for the trailing twelve months is around 2.66%, less than VTIP's 2.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 2.66% | 2.60% | 2.76% | 6.74% | 4.59% | 1.11% | 1.88% | 2.38% | 1.50% | 0.55% | 0.00% | 0.72% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.75% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
VTIPX vs. VTIP - Drawdown Comparison
The maximum VTIPX drawdown since its inception was -5.36%, smaller than the maximum VTIP drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for VTIPX and VTIP. For additional features, visit the drawdowns tool.
Volatility
VTIPX vs. VTIP - Volatility Comparison
The current volatility for Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) is 0.69%, while Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) has a volatility of 0.77%. This indicates that VTIPX experiences smaller price fluctuations and is considered to be less risky than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.