VBIIX vs. SCHQ
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Schwab Long-Term U.S. Treasury ETF (SCHQ).
VBIIX is managed by Vanguard. It was launched on Mar 1, 1994. SCHQ is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Aggregate Government - Treasury - Long. It was launched on Oct 10, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIIX or SCHQ.
Correlation
The correlation between VBIIX and SCHQ is 0.86, 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
VBIIX vs. SCHQ - Performance Comparison
Key characteristics
VBIIX:
1.19
SCHQ:
0.20
VBIIX:
1.79
SCHQ:
0.36
VBIIX:
1.21
SCHQ:
1.04
VBIIX:
0.42
SCHQ:
0.06
VBIIX:
2.99
SCHQ:
0.40
VBIIX:
2.19%
SCHQ:
6.47%
VBIIX:
5.52%
SCHQ:
12.97%
VBIIX:
-20.78%
SCHQ:
-46.13%
VBIIX:
-8.98%
SCHQ:
-38.68%
Returns By Period
In the year-to-date period, VBIIX achieves a 2.28% return, which is significantly higher than SCHQ's 1.94% return.
VBIIX
2.28%
0.24%
0.21%
7.20%
-1.03%
1.33%
SCHQ
1.94%
-1.96%
-4.56%
4.05%
-9.07%
N/A
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VBIIX vs. SCHQ - Expense Ratio Comparison
VBIIX has a 0.15% expense ratio, which is higher than SCHQ's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VBIIX vs. SCHQ — Risk-Adjusted Performance Rank
VBIIX
SCHQ
VBIIX vs. SCHQ - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Schwab Long-Term U.S. Treasury ETF (SCHQ). 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
VBIIX vs. SCHQ - Dividend Comparison
VBIIX's dividend yield for the trailing twelve months is around 3.77%, less than SCHQ's 4.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIIX Vanguard Intermediate-Term Bond Index Fund | 3.77% | 3.71% | 3.00% | 2.28% | 1.85% | 2.17% | 2.65% | 2.79% | 2.57% | 2.57% | 2.69% | 2.75% |
SCHQ Schwab Long-Term U.S. Treasury ETF | 4.47% | 4.58% | 3.79% | 2.88% | 1.69% | 1.52% | 0.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VBIIX vs. SCHQ - Drawdown Comparison
The maximum VBIIX drawdown since its inception was -20.78%, smaller than the maximum SCHQ drawdown of -46.13%. Use the drawdown chart below to compare losses from any high point for VBIIX and SCHQ. For additional features, visit the drawdowns tool.
Volatility
VBIIX vs. SCHQ - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Bond Index Fund (VBIIX) is 2.14%, while Schwab Long-Term U.S. Treasury ETF (SCHQ) has a volatility of 4.93%. This indicates that VBIIX experiences smaller price fluctuations and is considered to be less risky than SCHQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.