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:
1.47
VCIT:
1.44
PTRQX:
2.15
VCIT:
2.11
PTRQX:
1.26
VCIT:
1.25
PTRQX:
0.62
VCIT:
0.69
PTRQX:
4.03
VCIT:
4.39
PTRQX:
1.85%
VCIT:
1.71%
PTRQX:
5.06%
VCIT:
5.21%
PTRQX:
-20.19%
VCIT:
-20.56%
PTRQX:
-4.06%
VCIT:
-2.85%
Returns By Period
In the year-to-date period, PTRQX achieves a 2.78% return, which is significantly higher than VCIT's 2.45% return. Over the past 10 years, PTRQX has underperformed VCIT with an annualized return of 2.03%, while VCIT has yielded a comparatively higher 2.86% annualized return.
PTRQX
2.78%
2.11%
1.51%
6.57%
-0.10%
2.03%
VCIT
2.45%
1.78%
1.26%
6.80%
0.43%
2.86%
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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 4.37%, more than VCIT's 4.05% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTRQX PGIM Total Return Bond R6 | 4.37% | 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 | 4.05% | 4.43% | 3.72% | 3.04% | 2.88% | 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
PGIM Total Return Bond R6 (PTRQX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT) have volatilities of 1.38% and 1.37%, 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.