VBIIX vs. VBTLX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
VBIIX is managed by Vanguard. It was launched on Mar 1, 1994. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIIX or VBTLX.
Correlation
The correlation between VBIIX and VBTLX is 0.95, 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. VBTLX - Performance Comparison
Key characteristics
VBIIX:
1.19
VBTLX:
1.07
VBIIX:
1.79
VBTLX:
1.60
VBIIX:
1.21
VBTLX:
1.19
VBIIX:
0.42
VBTLX:
0.42
VBIIX:
2.99
VBTLX:
2.78
VBIIX:
2.19%
VBTLX:
2.04%
VBIIX:
5.52%
VBTLX:
5.34%
VBIIX:
-20.78%
VBTLX:
-19.05%
VBIIX:
-8.98%
VBTLX:
-7.81%
Returns By Period
In the year-to-date period, VBIIX achieves a 2.28% return, which is significantly higher than VBTLX's 1.71% return. Over the past 10 years, VBIIX has outperformed VBTLX with an annualized return of 1.33%, while VBTLX has yielded a comparatively lower 1.25% annualized return.
VBIIX
2.28%
0.24%
0.21%
7.20%
-1.03%
1.33%
VBTLX
1.71%
-0.29%
-0.16%
6.37%
-1.04%
1.25%
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VBIIX vs. VBTLX - Expense Ratio Comparison
VBIIX has a 0.15% expense ratio, which is higher than VBTLX'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%.
Risk-Adjusted Performance
VBIIX vs. VBTLX — Risk-Adjusted Performance Rank
VBIIX
VBTLX
VBIIX vs. VBTLX - 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 Admiral Shares (VBTLX). 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. VBTLX - Dividend Comparison
VBIIX's dividend yield for the trailing twelve months is around 3.77%, which matches VBTLX's 3.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIIX Vanguard Intermediate-Term Bond Index Fund | 3.77% | 3.71% | 3.00% | 2.28% | 1.85% | 2.17% | 2.65% | 2.79% | 2.57% | 2.57% | 2.69% | 2.75% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.75% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
VBIIX vs. VBTLX - Drawdown Comparison
The maximum VBIIX drawdown since its inception was -20.78%, which is greater than VBTLX's maximum drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for VBIIX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
VBIIX vs. VBTLX - Volatility Comparison
Vanguard Intermediate-Term Bond Index Fund (VBIIX) has a higher volatility of 2.14% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 1.98%. This indicates that VBIIX's price experiences larger fluctuations and is considered to be riskier than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.