Vanguard Long-Term Investment-Grade Fund Investor Shares (VWESX) 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 VWESX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VWESX
VWESX charges 0.22% annually. There are 34 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | VWESX vs VTBNX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | VWESX vs VBTIX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | VWESX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | VWESX vs VBMPX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | VWESX vs FNSOX |
Best Risk-Adjusted Alternatives to VWESX
VWESX has a PortfoliosLab risk / return rank of 11. There are 90 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | VWESX vs VUSFX | |
| Fidelity Flex Conservative Income Bond Fund | 100 | — | May 2018 | VWESX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 99 | 15.70B | Feb 2015 | VWESX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | VWESX vs JSOSX | |
| Fidelity Series Short-Term Credit Fund | 90 | — | Mar 2015 | VWESX vs FYBTX |
Top Performing VWESX Alternatives (YTD)
VWESX is at -1.03% YTD. There are 90 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 2.88%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 2.88% | — | Oct 2018 | VWESX vs FIWDX | |
| Fidelity Advisor Strategic Income Fund Class I | 2.75% | — | Jul 1995 | VWESX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 2.72% | — | Sep 1996 | VWESX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class M | 2.72% | — | Oct 1994 | VWESX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class C | 2.25% | — | Nov 1997 | VWESX vs FSRCX |
Lowest Volatility Alternatives to VWESX
VWESX has 7.53% 1-year volatility. There are 89 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.60%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.60% | — | Feb 2015 | VWESX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | VWESX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.80% | 15.70B | Feb 2015 | VWESX vs VUBFX | |
| Fidelity Flex Conservative Income Bond Fund | 1.26% | — | May 2018 | VWESX vs FJTDX | |
| Fidelity Advisor Short-Term Bond Fund Class C | 1.82% | — | Jul 2016 | VWESX vs FANCX |
Lowest Drawdown Alternatives to VWESX
VWESX has a 1-year max drawdown of -5.12%. There are 89 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | VWESX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | VWESX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | VWESX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | VWESX vs VUBFX | |
| Fidelity Short-Term Bond Fund | -1.17% | — | Sep 1986 | VWESX vs FSHBX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VWESX
Investors most often compare VWESX with VBLAX, VEIRX, VFICX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare VWESX with Any Fund or Stock
Compare VWESX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VWESX with funds that move differently
Vanguard Long-Term Investment-Grade Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VWESX.
Explore VWESX Diversifiers