VBIIX vs. VBTIX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX).
VBIIX is managed by Vanguard. It was launched on Mar 1, 1994. VBTIX is managed by Vanguard. It was launched on Sep 18, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIIX or VBTIX.
Correlation
The correlation between VBIIX and VBTIX is -0.14. 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. VBTIX - Performance Comparison
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Key characteristics
VBIIX:
1.06
VBTIX:
0.93
VBIIX:
1.58
VBTIX:
1.39
VBIIX:
1.18
VBTIX:
1.16
VBIIX:
0.40
VBTIX:
0.39
VBIIX:
2.61
VBTIX:
2.36
VBIIX:
2.22%
VBTIX:
2.09%
VBIIX:
5.53%
VBTIX:
5.34%
VBIIX:
-20.78%
VBTIX:
-19.01%
VBIIX:
-8.80%
VBTIX:
-7.65%
Returns By Period
In the year-to-date period, VBIIX achieves a 2.48% return, which is significantly higher than VBTIX's 1.82% return. Over the past 10 years, VBIIX has outperformed VBTIX with an annualized return of 1.56%, while VBTIX has yielded a comparatively lower 1.47% annualized return.
VBIIX
2.48%
0.69%
1.64%
6.12%
-0.95%
1.56%
VBTIX
1.82%
0.63%
0.87%
5.15%
-0.86%
1.47%
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VBIIX vs. VBTIX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VBIIX vs. VBTIX — Risk-Adjusted Performance Rank
VBIIX
VBTIX
VBIIX vs. VBTIX - Risk-Adjusted Performance Comparison
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.
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Dividends
VBIIX vs. VBTIX - Dividend Comparison
VBIIX's dividend yield for the trailing twelve months is around 3.47%, which matches VBTIX's 3.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIIX Vanguard Intermediate-Term Bond Index Fund | 3.47% | 3.71% | 3.00% | 2.28% | 1.85% | 2.17% | 2.65% | 2.79% | 2.57% | 2.57% | 2.69% | 2.75% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.45% | 3.69% | 3.12% | 2.54% | 1.91% | 2.25% | 2.74% | 2.78% | 2.53% | 2.49% | 2.51% | 2.57% |
Drawdowns
VBIIX vs. VBTIX - Drawdown Comparison
The maximum VBIIX drawdown since its inception was -20.78%, which is greater than VBTIX's maximum drawdown of -19.01%. Use the drawdown chart below to compare losses from any high point for VBIIX and VBTIX. For additional features, visit the drawdowns tool.
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Volatility
VBIIX vs. VBTIX - Volatility Comparison
Vanguard Intermediate-Term Bond Index Fund (VBIIX) has a higher volatility of 1.74% compared to Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) at 1.60%. 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.
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