VIPIX vs VXF

VIPIX vs VXF
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Quick Verdict

VXF has a lower expense ratio. VXF delivered stronger 1-year returns. VXF offers more diversification with 3,376 holdings.

Lower Fees: VXFHigher Returns: VXFMore Diversified: VXF

Side-by-Side Comparison

MetricVIPIXVXFWinner
Expense Ratio0.07%0.05%
AUM$12.4B$30.5B
Dividend Yield5.21%1.03%
Holdings633,376
YTD Return-0.53%+16.66%
1Y Return-2.52%+24.93%
3Y Return (annualized)+0.00%+20.39%
5Y Return (annualized)-4.69%+7.03%
Volatility (annualized)6.7%18.7%
Max Drawdown-24.5%-59.4%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 12, 2003Dec 27, 2001

VIPIX vs VXF Performance

Vanguard Inflation Protected Securities Fund Insti Shs (VIPIX) is a mutual fund from Vanguard (US) and Vanguard Extended Market ETF (VXF) is a ETF from Vanguard (US). Over the past year VIPIX returned -2.52% while VXF returned +24.93%. Year to date, VIPIX is down 0.53% versus a gain of 16.66% for VXF.

Over three years, VIPIX compounded at +0.00% per year against +20.39% for VXF; over five years the annualized figures are -4.69% and +7.03% respectively. Across the full 5-year window we track, VXF has the edge at +9.04% annualized vs -4.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXF has been the more volatile fund, with annualized monthly volatility of 18.7% 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 -59.4% for VXF. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VIPIX charges 0.07% per year while VXF charges 0.05%. On a $10,000 position that is $7 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, VIPIX currently yields 5.21% against 1.03% for VXF.

Holdings Overlap

0.0%overlap

VIPIX and VXF share 0 holdings out of 3349 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 VXF?

VIPIX has an expense ratio of 0.07% while VXF charges 0.05%. VXF is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, VIPIX or VXF?

Over the past year VIPIX returned -2.52% vs +24.93% for VXF, so VXF leads on 1-year performance. Over the longest common window we track (5 years), VIPIX annualized -4.69% vs +9.04% for VXF. Past performance does not guarantee future results.

Which is riskier, VIPIX or VXF?

VXF has been the more volatile fund at 18.7% annualized versus 6.7% for VIPIX. Worst drawdown: VIPIX -24.5% vs VXF -59.4%.

Should I hold both VIPIX and VXF?

VIPIX and VXF have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VIPIX and VXF?

VIPIX and VXF share 0 common holdings with a 0.0% weight overlap. Combined, they hold 3349 unique securities.

Which pays a higher dividend, VIPIX or VXF?

VIPIX yields 5.21% while VXF yields 1.03%, so VIPIX currently pays the higher dividend yield.

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