Correlation
The correlation between UITB and VFIDX is 0.05, 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.
UITB vs. VFIDX
Compare and contrast key facts about VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX).
UITB is an actively managed fund by Crestview. It was launched on Oct 24, 2017. VFIDX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UITB or VFIDX.
Performance
UITB vs. VFIDX - Performance Comparison
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Key characteristics
UITB:
1.16
VFIDX:
1.46
UITB:
1.68
VFIDX:
2.16
UITB:
1.20
VFIDX:
1.26
UITB:
0.61
VFIDX:
0.83
UITB:
2.88
VFIDX:
4.35
UITB:
2.07%
VFIDX:
1.84%
UITB:
5.22%
VFIDX:
5.52%
UITB:
-17.21%
VFIDX:
-20.12%
UITB:
-4.09%
VFIDX:
-2.11%
Returns By Period
In the year-to-date period, UITB achieves a 2.59% return, which is significantly lower than VFIDX's 3.07% return.
UITB
2.59%
-0.65%
0.98%
6.00%
2.26%
0.21%
N/A
VFIDX
3.07%
-0.23%
1.36%
7.99%
3.58%
0.70%
2.69%
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UITB vs. VFIDX - Expense Ratio Comparison
UITB has a 0.38% expense ratio, which is higher than VFIDX's 0.10% expense ratio.
Risk-Adjusted Performance
UITB vs. VFIDX — Risk-Adjusted Performance Rank
UITB
VFIDX
UITB vs. VFIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX). 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
UITB vs. VFIDX - Dividend Comparison
UITB's dividend yield for the trailing twelve months is around 3.93%, less than VFIDX's 4.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UITB VictoryShares USAA Core Intermediate-Term Bond ETF | 3.93% | 3.89% | 3.14% | 2.32% | 1.72% | 2.60% | 3.02% | 2.99% | 0.51% | 0.00% | 0.00% | 0.00% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.75% | 4.65% | 3.89% | 3.21% | 4.01% | 5.79% | 3.12% | 3.32% | 3.08% | 3.93% | 3.66% | 4.14% |
Drawdowns
UITB vs. VFIDX - Drawdown Comparison
The maximum UITB drawdown since its inception was -17.21%, smaller than the maximum VFIDX drawdown of -20.12%. Use the drawdown chart below to compare losses from any high point for UITB and VFIDX.
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Volatility
UITB vs. VFIDX - Volatility Comparison
The current volatility for VictoryShares USAA Core Intermediate-Term Bond ETF (UITB) is 1.38%, while Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a volatility of 1.58%. This indicates that UITB experiences smaller price fluctuations and is considered to be less risky than VFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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