TGLMX vs. VTI
Compare and contrast key facts about TCW Total Return Bond Fund (TGLMX) and Vanguard Total Stock Market ETF (VTI).
TGLMX is managed by TCW. It was launched on Jun 17, 1993. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TGLMX or VTI.
Correlation
The correlation between TGLMX and VTI is -0.17. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
TGLMX vs. VTI - Performance Comparison
Key characteristics
TGLMX:
0.68
VTI:
1.75
TGLMX:
1.00
VTI:
2.36
TGLMX:
1.12
VTI:
1.32
TGLMX:
0.26
VTI:
2.66
TGLMX:
1.68
VTI:
10.57
TGLMX:
2.73%
VTI:
2.16%
TGLMX:
6.73%
VTI:
13.04%
TGLMX:
-22.65%
VTI:
-55.45%
TGLMX:
-11.47%
VTI:
-0.80%
Returns By Period
In the year-to-date period, TGLMX achieves a 0.91% return, which is significantly lower than VTI's 3.43% return. Over the past 10 years, TGLMX has underperformed VTI with an annualized return of 0.71%, while VTI has yielded a comparatively higher 12.66% annualized return.
TGLMX
0.91%
2.23%
-1.49%
4.58%
-1.17%
0.71%
VTI
3.43%
4.33%
12.92%
21.93%
13.60%
12.66%
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TGLMX vs. VTI - Expense Ratio Comparison
TGLMX has a 0.49% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
TGLMX vs. VTI — Risk-Adjusted Performance Rank
TGLMX
VTI
TGLMX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Total Return Bond Fund (TGLMX) and Vanguard Total Stock Market ETF (VTI). 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
TGLMX vs. VTI - Dividend Comparison
TGLMX's dividend yield for the trailing twelve months is around 6.65%, more than VTI's 1.23% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TGLMX TCW Total Return Bond Fund | 6.65% | 6.54% | 6.17% | 3.33% | 2.14% | 2.73% | 4.07% | 3.57% | 2.92% | 2.56% | 2.23% | 2.40% |
VTI Vanguard Total Stock Market ETF | 1.23% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
TGLMX vs. VTI - Drawdown Comparison
The maximum TGLMX drawdown since its inception was -22.65%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for TGLMX and VTI. For additional features, visit the drawdowns tool.
Volatility
TGLMX vs. VTI - Volatility Comparison
The current volatility for TCW Total Return Bond Fund (TGLMX) is 1.60%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.41%. This indicates that TGLMX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.