VUSTX vs. VTIP
Compare and contrast key facts about Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
VUSTX is managed by Vanguard. It was launched on May 19, 1986. 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: VUSTX or VTIP.
Correlation
The correlation between VUSTX and VTIP is 0.07, 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
VUSTX vs. VTIP - Performance Comparison
Key characteristics
VUSTX:
0.10
VTIP:
3.63
VUSTX:
0.22
VTIP:
5.96
VUSTX:
1.03
VTIP:
1.84
VUSTX:
0.03
VTIP:
7.36
VUSTX:
0.18
VTIP:
24.70
VUSTX:
6.94%
VTIP:
0.29%
VUSTX:
13.09%
VTIP:
1.95%
VUSTX:
-46.21%
VTIP:
-6.27%
VUSTX:
-38.85%
VTIP:
-0.38%
Returns By Period
In the year-to-date period, VUSTX achieves a 1.24% return, which is significantly lower than VTIP's 3.51% return. Over the past 10 years, VUSTX has underperformed VTIP with an annualized return of -0.22%, while VTIP has yielded a comparatively higher 2.86% annualized return.
VUSTX
1.24%
-1.16%
-2.76%
1.35%
-8.52%
-0.22%
VTIP
3.51%
0.54%
3.64%
7.00%
3.99%
2.86%
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VUSTX vs. VTIP - Expense Ratio Comparison
VUSTX has a 0.20% 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
VUSTX vs. VTIP — Risk-Adjusted Performance Rank
VUSTX
VTIP
VUSTX vs. VTIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) 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
VUSTX vs. VTIP - Dividend Comparison
VUSTX's dividend yield for the trailing twelve months is around 4.14%, more than VTIP's 2.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSTX Vanguard Long-Term Treasury Fund Investor Shares | 4.14% | 4.04% | 3.33% | 2.93% | 4.51% | 10.37% | 2.82% | 2.82% | 2.63% | 5.27% | 5.27% | 4.34% |
VTIP Vanguard Short-Term Inflation-Protected Securities ETF | 2.76% | 2.70% | 3.36% | 6.84% | 4.68% | 1.20% | 1.95% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
VUSTX vs. VTIP - Drawdown Comparison
The maximum VUSTX drawdown since its inception was -46.21%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for VUSTX and VTIP. For additional features, visit the drawdowns tool.
Volatility
VUSTX vs. VTIP - Volatility Comparison
Vanguard Long-Term Treasury Fund Investor Shares (VUSTX) has a higher volatility of 4.01% compared to Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) at 0.80%. This indicates that VUSTX'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.