VBIIX vs. SCHQ

In the year-to-date period, VBIIX achieves a 3.21% return, which is significantly higher than SCHQ's 0.83% return.

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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%.

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.

The current VBIIX Sharpe Ratio is 1.29, which is higher than the SCHQ Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of VBIIX and SCHQ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBIIX's dividend yield for the trailing twelve months is around 3.48%, less than SCHQ's 4.53% yield.

The maximum VBIIX drawdown since its inception was -19.06%, 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.

The current volatility for Vanguard Intermediate-Term Bond Index Fund (VBIIX) is 1.50%, while Schwab Long-Term U.S. Treasury ETF (SCHQ) has a volatility of 3.23%. 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.