VIPIX vs VONG

VIPIX vs VONG
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Quick Verdict

VONG has a lower expense ratio. VONG delivered stronger 1-year returns. VONG offers more diversification with 373 holdings.

Lower Fees: VONGHigher Returns: VONGMore Diversified: VONG

Side-by-Side Comparison

MetricVIPIXVONGWinner
Expense Ratio0.07%0.06%
AUM$12.4B$51.6B
Dividend Yield5.21%0.48%
Holdings63373
YTD Return-0.53%+3.62%
1Y Return-2.41%+11.38%
3Y Return (annualized)+0.00%+22.29%
5Y Return (annualized)-4.69%+12.29%
Volatility (annualized)6.7%15.9%
Max Drawdown-24.5%-32.7%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 12, 2003Sep 20, 2010

VIPIX vs VONG Performance

Vanguard Inflation Protected Securities Fund Insti Shs (VIPIX) is a mutual fund from Vanguard (US) and Vanguard Russell 1000 Growth ETF (VONG) is a ETF from Vanguard (US). Over the past year VIPIX returned -2.41% while VONG returned +11.38%. Year to date, VIPIX is down 0.53% versus a gain of 3.62% for VONG.

Over three years, VIPIX compounded at +0.00% per year against +22.29% for VONG; over five years the annualized figures are -4.69% and +12.29% respectively. Across the full 5-year window we track, VONG has the edge at +15.60% annualized vs -4.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VONG has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 6.7% for VIPIX. 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 -24.5% for VIPIX and -32.7% for VONG. 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VIPIX charges 0.07% per year while VONG charges 0.06%. On a $10,000 position that is $7 vs $6 annually, a gap of $1 per year that compounds over a long holding period. On income, VIPIX currently yields 5.21% against 0.48% for VONG.

Holdings Overlap

0.0%overlap

VIPIX and VONG share 0 holdings out of 426 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, VIPIX or VONG?

VIPIX has an expense ratio of 0.07% while VONG charges 0.06%. VONG is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, VIPIX or VONG?

Over the past year VIPIX returned -2.41% vs +11.38% for VONG, so VONG leads on 1-year performance. Over the longest common window we track (5 years), VIPIX annualized -4.69% vs +15.60% for VONG. Past performance does not guarantee future results.

Which is riskier, VIPIX or VONG?

VONG has been the more volatile fund at 15.9% annualized versus 6.7% for VIPIX. Worst drawdown: VIPIX -24.5% vs VONG -32.7%.

Should I hold both VIPIX and VONG?

VIPIX and VONG have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VIPIX and VONG?

VIPIX and VONG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 426 unique securities.

Which pays a higher dividend, VIPIX or VONG?

VIPIX yields 5.21% while VONG yields 0.48%, so VIPIX currently pays the higher dividend yield.

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