IIBAX vs. VBTLX

The year-to-date returns for both investments are quite close, with IIBAX having a 1.80% return and VBTLX slightly higher at 1.82%. Over the past 10 years, IIBAX has outperformed VBTLX with an annualized return of 1.65%, while VBTLX has yielded a comparatively lower 1.47% annualized return.

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IIBAX has a 0.69% expense ratio, which is higher than VBTLX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Voya Intermediate Bond Fund (IIBAX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current IIBAX Sharpe Ratio is 0.91, which is comparable to the VBTLX Sharpe Ratio of 0.78. The chart below compares the historical Sharpe Ratios of IIBAX and VBTLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

IIBAX's dividend yield for the trailing twelve months is around 4.37%, more than VBTLX's 3.77% yield.

The maximum IIBAX drawdown since its inception was -20.39%, which is greater than VBTLX's maximum drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for IIBAX and VBTLX. For additional features, visit the drawdowns tool.

Voya Intermediate Bond Fund (IIBAX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) have volatilities of 1.53% and 1.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.