VBIIX vs. VNQ

In the year-to-date period, VBIIX achieves a 3.21% return, which is significantly higher than VNQ's 1.30% return. Over the past 10 years, VBIIX has underperformed VNQ with an annualized return of 1.92%, while VNQ has yielded a comparatively higher 5.35% annualized return.

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VBIIX has a 0.15% expense ratio, which is higher than VNQ's 0.12% 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 Real Estate ETF (VNQ). 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 higher than the VNQ Sharpe Ratio of 0.77. The chart below compares the historical Sharpe Ratios of VBIIX and VNQ, 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 3.48%, less than VNQ's 4.07% yield.

The maximum VBIIX drawdown since its inception was -19.06%, smaller than the maximum VNQ drawdown of -73.07%. Use the drawdown chart below to compare losses from any high point for VBIIX and VNQ.

The current volatility for Vanguard Intermediate-Term Bond Index Fund (VBIIX) is 1.50%, while Vanguard Real Estate ETF (VNQ) has a volatility of 4.82%. This indicates that VBIIX experiences smaller price fluctuations and is considered to be less risky than VNQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.