WINC vs. VTIP
Compare and contrast key facts about Western Asset Short Duration Income ETF (WINC) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP).
WINC and VTIP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. WINC is an actively managed fund by Franklin Templeton. It was launched on Feb 7, 2019. 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: WINC or VTIP.
Correlation
The correlation between WINC and VTIP is 0.16, 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
WINC vs. VTIP - Performance Comparison
Key characteristics
WINC:
3.21
VTIP:
3.93
WINC:
4.99
VTIP:
6.48
WINC:
1.71
VTIP:
1.91
WINC:
3.84
VTIP:
7.65
WINC:
22.38
VTIP:
26.37
WINC:
0.30%
VTIP:
0.28%
WINC:
2.07%
VTIP:
1.91%
WINC:
-17.36%
VTIP:
-6.27%
WINC:
0.00%
VTIP:
-0.08%
Returns By Period
In the year-to-date period, WINC achieves a 2.08% return, which is significantly lower than VTIP's 3.51% return.
WINC
2.08%
0.44%
2.71%
6.76%
3.86%
N/A
VTIP
3.51%
1.00%
3.85%
7.60%
4.08%
2.83%
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WINC vs. VTIP - Expense Ratio Comparison
WINC has a 0.29% expense ratio, which is higher than VTIP's 0.04% expense ratio.
Risk-Adjusted Performance
WINC vs. VTIP — Risk-Adjusted Performance Rank
WINC
VTIP
WINC vs. VTIP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Asset Short Duration Income ETF (WINC) 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
WINC vs. VTIP - Dividend Comparison
WINC's dividend yield for the trailing twelve months is around 4.82%, more than VTIP's 2.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WINC Western Asset Short Duration Income ETF | 4.82% | 4.92% | 4.35% | 2.49% | 1.95% | 3.90% | 3.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
WINC vs. VTIP - Drawdown Comparison
The maximum WINC drawdown since its inception was -17.36%, which is greater than VTIP's maximum drawdown of -6.27%. Use the drawdown chart below to compare losses from any high point for WINC and VTIP. For additional features, visit the drawdowns tool.
Volatility
WINC vs. VTIP - Volatility Comparison
Western Asset Short Duration Income ETF (WINC) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) have volatilities of 1.10% and 1.09%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.