WHOSX vs. TIP
Compare and contrast key facts about Wasatch-Hoisington U.S. Treasury Fund (WHOSX) and iShares TIPS Bond ETF (TIP).
WHOSX is managed by Wasatch. It was launched on Dec 7, 1986. TIP is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Treasury Inflation Protected Securities (TIPS) Index (Series-L). It was launched on Dec 4, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WHOSX or TIP.
Correlation
The correlation between WHOSX and TIP is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WHOSX vs. TIP - Performance Comparison
Key characteristics
WHOSX:
-0.08
TIP:
1.24
WHOSX:
0.01
TIP:
1.75
WHOSX:
1.00
TIP:
1.22
WHOSX:
-0.02
TIP:
0.48
WHOSX:
-0.16
TIP:
3.49
WHOSX:
8.36%
TIP:
1.54%
WHOSX:
17.23%
TIP:
4.33%
WHOSX:
-56.82%
TIP:
-14.56%
WHOSX:
-51.95%
TIP:
-6.12%
Returns By Period
In the year-to-date period, WHOSX achieves a 2.32% return, which is significantly higher than TIP's 1.93% return. Over the past 10 years, WHOSX has underperformed TIP with an annualized return of -3.71%, while TIP has yielded a comparatively higher 2.22% annualized return.
WHOSX
2.32%
3.22%
-9.29%
-1.69%
-9.69%
-3.71%
TIP
1.93%
1.33%
0.68%
4.92%
1.63%
2.22%
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WHOSX vs. TIP - Expense Ratio Comparison
WHOSX has a 0.67% expense ratio, which is higher than TIP's 0.19% expense ratio.
Risk-Adjusted Performance
WHOSX vs. TIP — Risk-Adjusted Performance Rank
WHOSX
TIP
WHOSX vs. TIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch-Hoisington U.S. Treasury Fund (WHOSX) and iShares TIPS Bond ETF (TIP). 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
WHOSX vs. TIP - Dividend Comparison
WHOSX's dividend yield for the trailing twelve months is around 3.71%, more than TIP's 2.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHOSX Wasatch-Hoisington U.S. Treasury Fund | 3.71% | 3.80% | 2.90% | 2.45% | 1.31% | 1.37% | 1.83% | 2.22% | 1.96% | 2.40% | 2.27% | 2.38% |
TIP iShares TIPS Bond ETF | 2.47% | 2.52% | 2.73% | 6.96% | 4.28% | 1.17% | 1.75% | 2.71% | 2.07% | 1.48% | 0.34% | 1.67% |
Drawdowns
WHOSX vs. TIP - Drawdown Comparison
The maximum WHOSX drawdown since its inception was -56.82%, which is greater than TIP's maximum drawdown of -14.56%. Use the drawdown chart below to compare losses from any high point for WHOSX and TIP. For additional features, visit the drawdowns tool.
Volatility
WHOSX vs. TIP - Volatility Comparison
Wasatch-Hoisington U.S. Treasury Fund (WHOSX) has a higher volatility of 4.93% compared to iShares TIPS Bond ETF (TIP) at 1.15%. This indicates that WHOSX's price experiences larger fluctuations and is considered to be riskier than TIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.