VBIIX vs. VBTIX

In the year-to-date period, VBIIX achieves a 3.21% return, which is significantly higher than VBTIX's 2.14% return. Over the past 10 years, VBIIX has outperformed VBTIX with an annualized return of 1.92%, while VBTIX has yielded a comparatively lower 1.52% annualized return.

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VBIIX has a 0.15% expense ratio, which is higher than VBTIX'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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX). 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 comparable to the VBTIX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of VBIIX and VBTIX, 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 3.79%, which matches VBTIX's 3.78% yield.

The maximum VBIIX drawdown since its inception was -19.06%, roughly equal to the maximum VBTIX drawdown of -18.66%. Use the drawdown chart below to compare losses from any high point for VBIIX and VBTIX.

Vanguard Intermediate-Term Bond Index Fund (VBIIX) has a higher volatility of 1.50% compared to Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) at 1.42%. This indicates that VBIIX's price experiences larger fluctuations and is considered to be riskier than VBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.