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 0.88, 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:
2.99
VTIP:
2.99
VTIPX:
4.54
VTIP:
4.58
VTIPX:
1.64
VTIP:
1.63
VTIPX:
6.51
VTIP:
6.92
VTIPX:
17.79
VTIP:
18.30
VTIPX:
0.29%
VTIP:
0.28%
VTIPX:
1.70%
VTIP:
1.75%
VTIPX:
-5.36%
VTIP:
-6.27%
VTIPX:
-0.04%
VTIP:
-0.02%
Returns By Period
The year-to-date returns for both investments are quite close, with VTIPX having a 0.54% return and VTIP slightly higher at 0.56%. Over the past 10 years, VTIPX has underperformed VTIP with an annualized return of 2.45%, while VTIP has yielded a comparatively higher 2.62% annualized return.
VTIPX
0.54%
0.70%
2.44%
5.21%
3.32%
2.45%
VTIP
0.56%
0.74%
2.51%
5.35%
3.53%
2.62%
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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 2.58%, less than VTIP's 2.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTIPX Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares | 2.58% | 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 | 2.69% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 2.29% | 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
Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares (VTIPX) has a higher volatility of 0.41% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.37%. This indicates that VTIPX's price experiences larger fluctuations and is considered to be riskier than VTIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.