VBIIX vs. SWPPX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Schwab S&P 500 Index Fund (SWPPX).
VBIIX is managed by Vanguard. It was launched on Mar 1, 1994. SWPPX 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 SWPPX.
Correlation
The correlation between VBIIX and SWPPX is -0.20. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VBIIX vs. SWPPX - Performance Comparison
Key characteristics
VBIIX:
0.88
SWPPX:
1.75
VBIIX:
1.30
SWPPX:
2.35
VBIIX:
1.15
SWPPX:
1.32
VBIIX:
0.30
SWPPX:
2.66
VBIIX:
2.08
SWPPX:
10.97
VBIIX:
2.26%
SWPPX:
2.05%
VBIIX:
5.38%
SWPPX:
12.89%
VBIIX:
-20.78%
SWPPX:
-55.06%
VBIIX:
-9.91%
SWPPX:
-2.12%
Returns By Period
In the year-to-date period, VBIIX achieves a 1.23% return, which is significantly lower than SWPPX's 2.41% return. Over the past 10 years, VBIIX has underperformed SWPPX with an annualized return of 1.35%, while SWPPX has yielded a comparatively higher 12.77% annualized return.
VBIIX
1.23%
1.43%
-1.08%
5.02%
-0.80%
1.35%
SWPPX
2.41%
-1.09%
7.40%
19.76%
14.27%
12.77%
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VBIIX vs. SWPPX - Expense Ratio Comparison
VBIIX has a 0.15% expense ratio, which is higher than SWPPX's 0.02% 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. SWPPX — Risk-Adjusted Performance Rank
VBIIX
SWPPX
VBIIX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Schwab S&P 500 Index Fund (SWPPX). 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. SWPPX - Dividend Comparison
VBIIX's dividend yield for the trailing twelve months is around 3.72%, more than SWPPX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIIX Vanguard Intermediate-Term Bond Index Fund | 3.72% | 3.71% | 3.00% | 2.28% | 1.85% | 2.17% | 2.65% | 2.79% | 2.57% | 2.57% | 2.69% | 2.75% |
SWPPX Schwab S&P 500 Index Fund | 1.20% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
Drawdowns
VBIIX vs. SWPPX - Drawdown Comparison
The maximum VBIIX drawdown since its inception was -20.78%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for VBIIX and SWPPX. For additional features, visit the drawdowns tool.
Volatility
VBIIX vs. SWPPX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Bond Index Fund (VBIIX) is 1.34%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 3.43%. This indicates that VBIIX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.