VTP vs. SWRSX
Compare and contrast key facts about Vanguard Total Inflation-Protected Securities ETF (VTP) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX).
VTP is a passively managed fund by Vanguard that tracks the performance of the ICE U.S. Treasury Inflation Linked Bond Index 0-5. It was launched on Jul 7, 2025. SWRSX is managed by Charles Schwab. It was launched on Mar 30, 2006.
Performance
VTP vs. SWRSX - Performance Comparison
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VTP vs. SWRSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
VTP Vanguard Total Inflation-Protected Securities ETF | 0.38% | 2.27% |
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 0.39% | 2.22% |
Returns By Period
The year-to-date returns for both investments are quite close, with VTP having a 0.38% return and SWRSX slightly higher at 0.39%.
VTP
- 1D
- 0.08%
- 1M
- -1.31%
- YTD
- 0.38%
- 6M
- 0.44%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SWRSX
- 1D
- 0.58%
- 1M
- -1.33%
- YTD
- 0.39%
- 6M
- 0.33%
- 1Y
- 2.91%
- 3Y*
- 3.14%
- 5Y*
- 1.42%
- 10Y*
- 2.57%
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VTP vs. SWRSX - Expense Ratio Comparison
Both VTP and SWRSX have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VTP vs. SWRSX — Risk / Return Rank
VTP
SWRSX
VTP vs. SWRSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Inflation-Protected Securities ETF (VTP) and Schwab Treasury Inflation Protected Securities Index Fund (SWRSX). 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.
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
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Sharpe Ratios by Period
| VTP | SWRSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | — | 0.84 | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.24 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.11 | 0.57 | +0.54 |
Correlation
The correlation between VTP and SWRSX is 0.95, 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.
Dividends
VTP vs. SWRSX - Dividend Comparison
VTP's dividend yield for the trailing twelve months is around 1.55%, less than SWRSX's 3.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTP Vanguard Total Inflation-Protected Securities ETF | 1.55% | 1.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SWRSX Schwab Treasury Inflation Protected Securities Index Fund | 3.36% | 4.20% | 3.68% | 3.11% | 7.95% | 4.45% | 1.33% | 2.20% | 2.87% | 1.75% | 1.81% | 1.06% |
Drawdowns
VTP vs. SWRSX - Drawdown Comparison
The maximum VTP drawdown since its inception was -1.92%, smaller than the maximum SWRSX drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for VTP and SWRSX.
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Drawdown Indicators
| VTP | SWRSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.92% | -14.29% | +12.37% |
Max Drawdown (1Y)Largest decline over 1 year | — | -2.68% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -14.29% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.29% | — |
Current DrawdownCurrent decline from peak | -1.31% | -1.33% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -0.53% | -3.75% | +3.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.90% | — |
Volatility
VTP vs. SWRSX - Volatility Comparison
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Volatility by Period
| VTP | SWRSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.30% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 2.17% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.33% | 4.00% | -0.67% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.33% | 6.05% | -2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.33% | 5.39% | -2.06% |