VBIIX vs. SWAGX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
VBIIX is managed by Vanguard. It was launched on Mar 1, 1994. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIIX or SWAGX.
Correlation
The correlation between VBIIX and SWAGX is 0.94, 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. SWAGX - Performance Comparison
Key characteristics
VBIIX:
0.76
SWAGX:
0.76
VBIIX:
1.13
SWAGX:
1.13
VBIIX:
1.13
SWAGX:
1.13
VBIIX:
0.26
SWAGX:
0.29
VBIIX:
1.83
SWAGX:
1.85
VBIIX:
2.24%
SWAGX:
2.15%
VBIIX:
5.38%
SWAGX:
5.25%
VBIIX:
-20.78%
SWAGX:
-18.84%
VBIIX:
-10.53%
SWAGX:
-8.68%
Returns By Period
In the year-to-date period, VBIIX achieves a 0.53% return, which is significantly lower than SWAGX's 0.58% return.
VBIIX
0.53%
0.73%
-1.57%
4.20%
-0.88%
1.37%
SWAGX
0.58%
0.81%
-1.24%
4.11%
-0.70%
N/A
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VBIIX vs. SWAGX - Expense Ratio Comparison
VBIIX has a 0.15% expense ratio, which is higher than SWAGX's 0.04% 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. SWAGX — Risk-Adjusted Performance Rank
VBIIX
SWAGX
VBIIX vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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. SWAGX - Dividend Comparison
VBIIX's dividend yield for the trailing twelve months is around 3.74%, less than SWAGX's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIIX Vanguard Intermediate-Term Bond Index Fund | 3.74% | 3.71% | 3.00% | 2.28% | 1.85% | 2.17% | 2.65% | 2.79% | 2.57% | 2.57% | 2.69% | 2.75% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.93% | 3.88% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% | 0.00% | 0.00% | 0.00% |
Drawdowns
VBIIX vs. SWAGX - Drawdown Comparison
The maximum VBIIX drawdown since its inception was -20.78%, which is greater than SWAGX's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for VBIIX and SWAGX. For additional features, visit the drawdowns tool.
Volatility
VBIIX vs. SWAGX - Volatility Comparison
Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX) have volatilities of 1.36% and 1.35%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.