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TIPS Fund: DFA vs Vanguard by thefinancebuff  421 views
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TIPS Fund: DFA vs Vanguard
Copyright: Explore Bonds
This spreadsheet compares the portfolio holdings of two TIPS mutual funds: DFA Inflation-Protected
Securities Portfolio (DIPSX) and Vanguard Inflation Protected Securities Fund (VIPSX).
For more information, see
TIPS Fund: DFA vs Vanguard
% of Fund Portfolio
MaturityCouponDFA (10/31/2008)Vanguard (12/31/2008)
2010-01-154.250%2.8%
2010-04-150.875%5.1%
2011-01-153.500%1.8%
2011-04-152.375%4.5%
2012-01-153.375%2.4%
2012-07-153.000%0.7%7.6%
2013-07-151.875%10.8%6.4%
2014-01-152.000%9.0%6.1%
2014-07-152.000%9.1%5.2%
2015-01-151.625%7.7%5.4%
2015-07-151.875%7.2%5.3%
2016-01-152.000%8.1%3.4%
2016-07-152.500%6.3%4.3%
2017-01-152.375%7.6%4.9%
2017-07-152.625%6.8%4.1%
2018-01-151.625%6.7%1.1%
2018-07-151.375%3.1%0.0%
2025-01-152.375%6.0%7.6%
2026-01-152.000%4.6%5.3%
2027-01-152.375%3.2%4.9%
2028-01-151.750%3.2%4.2%
2028-04-153.625%4.2%
2029-04-153.875%2.8%
2032-04-153.375%0.7%
Total100%100%
DFAVanguardDFA - Vanguard
< 5 Years11%31%-19%
5 - 10 Years72%40%32%
> 10 Years17%30%-13%
Source:
DFA fund: Annual report as 10/31/2008
Vanguard fund: portfolio holdings as of 12/31/2008, posted on Vanguard web site
Holdings
 
     
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