PortfoliosLab logoPortfoliosLab logo

Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VBTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to VBTIX

VBTIX charges 0.03% annually. There is 1 mutual fund in the Total Bond Market category with a lower expense ratio, going as low as 0.02%.


Best Risk-Adjusted Alternatives to VBTIX

VBTIX has a PortfoliosLab risk / return rank of 19. There are 70 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.


Top Performing VBTIX Alternatives (YTD)

VBTIX is at 0.04% YTD. There are 64 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 2.97%.


Lowest Volatility Alternatives to VBTIX

VBTIX has 3.82% 1-year volatility. There are 55 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.


Lowest Drawdown Alternatives to VBTIX

VBTIX has a 1-year max drawdown of -2.89%. There are 53 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.


Other Mutual Funds from Vanguard

The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 7 categories. AUM among these funds goes as high as $2T.


Often Compared With VBTIX

Investors most often compare VBTIX with PTTRX, BND, VTINX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
PIMCO Total Return Fund Institutional ClassIntermediate Core-Plus Bond
28
0.35%
May 1987VBTIX vs PTTRX
Vanguard Total Bond Market ETFTotal Bond Market
32
-0.17%
394.40BApr 2007VBTIX vs BND
Vanguard Target Retirement Income FundTarget Retirement Date, Diversified Portfolio
64
4.25%
36.30BOct 2003VBTIX vs VTINX
Fidelity Total Bond K6 FundTotal Bond Market
24
0.38%
May 2017VBTIX vs FTKFX
Metropolitan West Total Return Bond Fund Class ITotal Bond Market
17
-0.15%
VBTIX vs MWTIX
Vanguard Short-Term Inflation-Protected Securities...Inflation-Protected Bonds
90
1.75%
Oct 2012VBTIX vs VTSPX
Vanguard Intermediate-Term Bond Index Fund Institu...Total Bond Market
15
-0.45%
Jan 2006VBTIX vs VBIMX
Schwab U.S. Dividend Equity ETFDividend
86
20.66%
98.55BOct 2011VBTIX vs SCHD
Vanguard Total World Bond ETFGlobal Bonds
26
0.15%
1.90BSep 2018VBTIX vs BNDW
State Street SPDR S&P 500 ETFS&P 500
66
10.45%
783.21BJan 1993VBTIX vs SPY
PGIM Total Return Bond R6Intermediate Core-Plus Bond
24
0.31%
Dec 2010VBTIX vs PTRQX
Vanguard Target Retirement 2030 FundTarget Retirement Date, Diversified Portfolio
63
7.47%
115.40BJun 2006VBTIX vs VTHRX
Vanguard Intermediate-Term Bond Index FundIntermediate Core Bond
14
-0.51%
Mar 1994VBTIX vs VBIIX
Baird Core Plus Bond FundIntermediate Core-Plus Bond
25
0.30%
Sep 2000VBTIX vs BCOIX
Schwab U.S. Aggregate Bond Index FundTotal Bond Market
19
0.06%
8.31BVBTIX vs SWAGX
Vanguard GNMA Fund Admiral SharesGovernment Bonds
33
0.82%
11.00BFeb 2001VBTIX vs VFIJX
Carillon Reams Core Plus Bond FundIntermediate Core-Plus Bond
27
0.67%
Nov 1996VBTIX vs SCPZX
Azzad Ethical FundMid Cap Growth Equities
8
10.44%
Dec 2000VBTIX vs ADJEX
Azzad Wise Capital FundShort-Term Bond
67
0.82%
Apr 2010VBTIX vs WISEX
Vanguard Windsor II Fund Admiral SharesLarge Cap Value Equities
65
8.87%
65.40BMay 2001VBTIX vs VWNAX

Compare VBTIX with Any Fund or Stock

Compare VBTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair VBTIX with funds that move differently

Vanguard Total Bond Market Index Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VBTIX.

Explore VBTIX Diversifiers