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VTP vs. LQDI
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VTP vs. LQDI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total Inflation-Protected Securities ETF (VTP) and iShares Inflation Hedged Corporate Bond ETF (LQDI). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VTP achieves a 0.90% return, which is significantly higher than LQDI's 0.76% return.


VTP

1D
0.07%
1M
-0.50%
6M
0.58%
YTD
0.90%
1Y
3.27%
3Y*
5Y*
10Y*

LQDI

1D
0.64%
1M
-0.95%
6M
0.27%
YTD
0.76%
1Y
4.34%
3Y*
5.20%
5Y*
1.25%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VTP vs. LQDI - Yearly Performance Comparison


Correlation

The correlation between VTP and LQDI is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.65

Correlation (All Time)
Calculated using the full available price history since Jul 9, 2025

0.66

The correlation between VTP and LQDI has been stable across timeframes, ranging from 0.65 to 0.66 - a consistent structural relationship.

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Return for Risk

VTP vs. LQDI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VTP
VTP Risk / Return Rank: 3535
Overall Rank
VTP Sharpe Ratio Rank: 3333
Sharpe Ratio Rank
VTP Sortino Ratio Rank: 3232
Sortino Ratio Rank
VTP Omega Ratio Rank: 3030
Omega Ratio Rank
VTP Calmar Ratio Rank: 4242
Calmar Ratio Rank
VTP Martin Ratio Rank: 3838
Martin Ratio Rank

LQDI
LQDI Risk / Return Rank: 3131
Overall Rank
LQDI Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
LQDI Sortino Ratio Rank: 2828
Sortino Ratio Rank
LQDI Omega Ratio Rank: 2626
Omega Ratio Rank
LQDI Calmar Ratio Rank: 3636
Calmar Ratio Rank
LQDI Martin Ratio Rank: 3535
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VTP vs. LQDI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Inflation-Protected Securities ETF (VTP) and iShares Inflation Hedged Corporate Bond ETF (LQDI). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VTPLQDIDifference
Sharpe ratioReturn per unit of total volatility

+0.10

Sortino ratioReturn per unit of downside risk

+0.15

Omega ratioGain probability vs. loss probability

1.17

1.15

+0.02

Calmar ratioReturn relative to maximum drawdown

1.71

1.51

+0.20

Martin ratioReturn relative to average drawdown

4.86

4.38

+0.48

VTP vs. LQDI - Sharpe Ratio Comparison

The current VTP Sharpe Ratio is 0.98, which is comparable to the LQDI Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of VTP and LQDI, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VTP vs. LQDI - Drawdown Comparison

The maximum VTP drawdown since its inception was -1.92%, smaller than the maximum LQDI drawdown of -28.99%. Use the drawdown chart below to compare losses from any high point for VTP and LQDI.


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Drawdown Indicators


VTPLQDIDifference

Max Drawdown

Largest peak-to-trough decline

-1.92%

-28.99%

+27.07%

Max Drawdown (1Y)

Largest decline over 1 year

-1.92%

-2.88%

+0.96%

Max Drawdown (3Y)

Largest decline over 3 years

-6.27%

Max Drawdown (5Y)

Largest decline over 5 years

-20.67%

Current Drawdown

Current decline from peak

-0.94%

-1.33%

+0.39%

Average Drawdown

Average peak-to-trough decline

-0.53%

-5.19%

+4.66%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.67%

0.99%

-0.32%

Volatility

VTP vs. LQDI - Volatility Comparison

The current volatility for Vanguard Total Inflation-Protected Securities ETF (VTP) is 1.19%, while iShares Inflation Hedged Corporate Bond ETF (LQDI) has a volatility of 1.37%. This indicates that VTP experiences smaller price fluctuations and is considered to be less risky than LQDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VTPLQDIDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.19%

1.37%

-0.18%

Volatility (6M)

Calculated over the trailing 6-month period

2.48%

3.53%

-1.05%

Volatility (1Y)

Calculated over the trailing 1-year period

3.36%

4.96%

-1.60%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.35%

8.14%

-4.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.35%

10.78%

-7.43%

VTP vs. LQDI - Expense Ratio Comparison

VTP has a 0.05% expense ratio, which is lower than LQDI's 0.18% 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%.


Dividends

VTP vs. LQDI - Dividend Comparison

VTP's dividend yield for the trailing twelve months is around 2.98%, less than LQDI's 4.63% yield.


PositionTTM20252024202320222021202020192018
LQDI
iShares Inflation Hedged Corporate Bond ETF
4.63%4.46%4.65%3.98%3.27%2.42%2.34%3.26%2.53%
VTP
Vanguard Total Inflation-Protected Securities ETF
2.98%1.56%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VTP and LQDI have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LQDI has higher volatility (1.37%) compared to VTP (1.19%). In terms of maximum drawdown, VTP dropped -1.92% vs LQDI's -28.99%.

On 1-year performance, LQDI leads with 4.34% vs 3.27% for VTP. On fees, VTP is cheaper at 0.05% per year. On volatility, VTP has been the lower-risk option at 1.19%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, LQDI has performed better with a 4.34% return vs 3.27%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTP is cheaper with a 0.05% expense ratio, compared with 0.18% for LQDI.

LQDI has the higher dividend yield at 4.63%, compared with 2.98% for VTP.

They also come from different issuers: Vanguard and iShares. Their fees differ too: 0.05% for VTP and 0.18% for LQDI.

VTP currently has the higher Sharpe Ratio (0.98 vs 0.88), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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