Correlation
The correlation between MIUIX and VTEB is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
MIUIX vs. VTEB
Compare and contrast key facts about MFS Municipal Intermediate Fund (MIUIX) and Vanguard Tax-Exempt Bond ETF (VTEB).
MIUIX is managed by MFS. It was launched on May 11, 2021. VTEB is a passively managed fund by Vanguard that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Aug 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MIUIX or VTEB.
Performance
MIUIX vs. VTEB - Performance Comparison
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Key characteristics
MIUIX:
0.80
VTEB:
0.32
MIUIX:
0.97
VTEB:
0.39
MIUIX:
1.17
VTEB:
1.06
MIUIX:
0.75
VTEB:
0.28
MIUIX:
2.55
VTEB:
0.80
MIUIX:
1.31%
VTEB:
1.66%
MIUIX:
4.64%
VTEB:
4.76%
MIUIX:
-11.73%
VTEB:
-17.00%
MIUIX:
-1.99%
VTEB:
-3.16%
Returns By Period
In the year-to-date period, MIUIX achieves a -0.33% return, which is significantly higher than VTEB's -1.59% return.
MIUIX
-0.33%
-0.22%
-1.42%
3.25%
2.43%
N/A
N/A
VTEB
-1.59%
-0.37%
-2.85%
1.32%
1.51%
0.45%
N/A
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MIUIX vs. VTEB - Expense Ratio Comparison
MIUIX has a 0.45% expense ratio, which is higher than VTEB's 0.05% expense ratio.
Risk-Adjusted Performance
MIUIX vs. VTEB — Risk-Adjusted Performance Rank
MIUIX
VTEB
MIUIX vs. VTEB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Municipal Intermediate Fund (MIUIX) and Vanguard Tax-Exempt Bond ETF (VTEB). 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.
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Dividends
MIUIX vs. VTEB - Dividend Comparison
MIUIX's dividend yield for the trailing twelve months is around 3.37%, more than VTEB's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
MIUIX MFS Municipal Intermediate Fund | 3.37% | 3.62% | 3.21% | 2.28% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTEB Vanguard Tax-Exempt Bond ETF | 3.27% | 3.14% | 2.79% | 2.09% | 1.65% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% |
Drawdowns
MIUIX vs. VTEB - Drawdown Comparison
The maximum MIUIX drawdown since its inception was -11.73%, smaller than the maximum VTEB drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for MIUIX and VTEB.
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Volatility
MIUIX vs. VTEB - Volatility Comparison
The current volatility for MFS Municipal Intermediate Fund (MIUIX) is 0.65%, while Vanguard Tax-Exempt Bond ETF (VTEB) has a volatility of 1.05%. This indicates that MIUIX experiences smaller price fluctuations and is considered to be less risky than VTEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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