EDV vs VTIP

Quick Verdict

VTIP has a lower expense ratio. VTIP delivered stronger 1-year returns. EDV offers more diversification with 76 holdings.

Lower Fees: VTIPHigher Returns: VTIPMore Diversified: EDV

Side-by-Side Comparison

MetricEDVVTIPWinner
Expense Ratio0.05%0.03%
AUM$3.5B$19.3B
Dividend Yield4.83%3.60%
Holdings8327
YTD Return-4.55%+1.87%
1Y Return-4.35%+3.01%
3Y Return (annualized)-4.75%+5.37%
5Y Return (annualized)-12.33%+3.39%
Volatility (annualized)21.8%2.4%
Max Drawdown-62.0%-7.1%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeFixed Income
InceptionDec 6, 2007Oct 12, 2012

EDV vs VTIP Performance

Vanguard Extended Duration Treasury ETF (EDV) is a ETF from Vanguard (US) and Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) is a ETF from Vanguard (US). Over the past year EDV returned -4.35% while VTIP returned +3.01%. Year to date, EDV is down 4.55% versus a gain of 1.87% for VTIP.

Over three years, EDV compounded at -4.75% per year against +5.37% for VTIP; over five years the annualized figures are -12.33% and +3.39% respectively. Across the full 14-year window we track, VTIP has the edge at +1.58% annualized vs -1.42%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 2.4% for VTIP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -62.0% for EDV and -7.1% for VTIP. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

EDV charges 0.05% per year while VTIP charges 0.03%. On a $10,000 position that is $5 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, EDV currently yields 4.83% against 3.60% for VTIP.

Holdings Overlap

0.0%overlap

EDV and VTIP share 0 holdings out of 99 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, EDV or VTIP?

EDV has an expense ratio of 0.05% while VTIP charges 0.03%. VTIP is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, EDV or VTIP?

Over the past year EDV returned -4.35% vs +3.01% for VTIP, so VTIP leads on 1-year performance. Over the longest common window we track (14 years), EDV annualized -1.42% vs +1.58% for VTIP. Past performance does not guarantee future results.

Which is riskier, EDV or VTIP?

EDV has been the more volatile fund at 21.8% annualized versus 2.4% for VTIP. Worst drawdown: EDV -62.0% vs VTIP -7.1%.

Should I hold both EDV and VTIP?

EDV and VTIP have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EDV and VTIP?

EDV and VTIP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 99 unique securities.

Which pays a higher dividend, EDV or VTIP?

EDV yields 4.83% while VTIP yields 3.60%, so EDV currently pays the higher dividend yield.

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