PTRQX vs. VCIT
Compare and contrast key facts about PGIM Total Return Bond R6 (PTRQX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
PTRQX is managed by PGIM Funds (Prudential). It was launched on Dec 27, 2010. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTRQX or VCIT.
Correlation
The correlation between PTRQX and VCIT is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
PTRQX vs. VCIT - Performance Comparison
Key characteristics
PTRQX:
1.33
VCIT:
1.50
PTRQX:
1.97
VCIT:
2.17
PTRQX:
1.24
VCIT:
1.27
PTRQX:
0.57
VCIT:
0.77
PTRQX:
3.83
VCIT:
4.98
PTRQX:
1.78%
VCIT:
1.66%
PTRQX:
5.15%
VCIT:
5.50%
PTRQX:
-20.19%
VCIT:
-20.56%
PTRQX:
-5.78%
VCIT:
-3.54%
Returns By Period
In the year-to-date period, PTRQX achieves a 0.94% return, which is significantly lower than VCIT's 1.73% return. Over the past 10 years, PTRQX has underperformed VCIT with an annualized return of 1.70%, while VCIT has yielded a comparatively higher 2.60% annualized return.
PTRQX
0.94%
-1.58%
-0.20%
6.55%
0.46%
1.70%
VCIT
1.73%
-0.75%
0.08%
7.92%
1.12%
2.60%
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PTRQX vs. VCIT - Expense Ratio Comparison
PTRQX has a 0.39% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Risk-Adjusted Performance
PTRQX vs. VCIT — Risk-Adjusted Performance Rank
PTRQX
VCIT
PTRQX vs. VCIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond R6 (PTRQX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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.
Dividends
PTRQX vs. VCIT - Dividend Comparison
PTRQX's dividend yield for the trailing twelve months is around 4.42%, less than VCIT's 4.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTRQX PGIM Total Return Bond R6 | 4.42% | 4.88% | 4.70% | 5.23% | 3.07% | 3.05% | 3.74% | 4.11% | 3.00% | 2.96% | 3.34% | 3.68% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.49% | 4.43% | 3.72% | 3.03% | 2.87% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
Drawdowns
PTRQX vs. VCIT - Drawdown Comparison
The maximum PTRQX drawdown since its inception was -20.19%, roughly equal to the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for PTRQX and VCIT. For additional features, visit the drawdowns tool.
Volatility
PTRQX vs. VCIT - Volatility Comparison
The current volatility for PGIM Total Return Bond R6 (PTRQX) is 2.03%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 2.62%. This indicates that PTRQX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.