VBIAX vs. VTTHX
Compare and contrast key facts about Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard Target Retirement 2035 Fund (VTTHX).
VBIAX is managed by Vanguard. It was launched on Nov 13, 2000. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIAX or VTTHX.
Performance
VBIAX vs. VTTHX - Performance Comparison
Returns By Period
In the year-to-date period, VBIAX achieves a 14.07% return, which is significantly higher than VTTHX's 11.64% return. Both investments have delivered pretty close results over the past 10 years, with VBIAX having a 7.54% annualized return and VTTHX not far behind at 7.51%.
VBIAX
14.07%
-0.24%
8.01%
18.80%
7.36%
7.54%
VTTHX
11.64%
-1.47%
5.14%
18.98%
7.84%
7.51%
Key characteristics
| VBIAX | VTTHX | |
|---|---|---|
| Sharpe Ratio | 2.20 | 2.09 |
| Sortino Ratio | 2.98 | 2.99 |
| Omega Ratio | 1.42 | 1.40 |
| Calmar Ratio | 1.77 | 2.12 |
| Martin Ratio | 13.30 | 12.81 |
| Ulcer Index | 1.43% | 1.48% |
| Daily Std Dev | 8.64% | 9.07% |
| Max Drawdown | -35.90% | -51.76% |
| Current Drawdown | -1.75% | -1.94% |
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VBIAX vs. VTTHX - Expense Ratio Comparison
VBIAX has a 0.07% expense ratio, which is lower than VTTHX's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VBIAX and VTTHX is 0.97, 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.
Risk-Adjusted Performance
VBIAX vs. VTTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Admiral Shares (VBIAX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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
VBIAX vs. VTTHX - Dividend Comparison
VBIAX's dividend yield for the trailing twelve months is around 2.04%, less than VTTHX's 2.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIAX Vanguard Balanced Index Fund Admiral Shares | 2.04% | 2.04% | 1.93% | 1.39% | 1.66% | 2.12% | 2.32% | 1.95% | 2.09% | 2.09% | 1.92% | 1.85% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.22% | 2.47% | 2.08% | 2.34% | 1.62% | 2.33% | 2.47% | 1.98% | 2.01% | 2.20% | 2.06% | 1.91% |
Drawdowns
VBIAX vs. VTTHX - Drawdown Comparison
The maximum VBIAX drawdown since its inception was -35.90%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for VBIAX and VTTHX. For additional features, visit the drawdowns tool.
Volatility
VBIAX vs. VTTHX - Volatility Comparison
Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a higher volatility of 2.62% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 2.32%. This indicates that VBIAX's price experiences larger fluctuations and is considered to be riskier than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.