VBIIX vs. VOOG
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Vanguard S&P 500 Growth ETF (VOOG).
VBIIX is managed by Vanguard. It was launched on Mar 1, 1994. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIIX or VOOG.
Key characteristics
| VBIIX | VOOG | |
|---|---|---|
| YTD Return | 1.99% | 35.02% |
| 1Y Return | 8.64% | 43.89% |
| 3Y Return (Ann) | -2.43% | 8.08% |
| 5Y Return (Ann) | -0.27% | 18.07% |
| 10Y Return (Ann) | 1.46% | 15.23% |
| Sharpe Ratio | 1.48 | 2.72 |
| Sortino Ratio | 2.20 | 3.46 |
| Omega Ratio | 1.27 | 1.50 |
| Calmar Ratio | 0.50 | 3.05 |
| Martin Ratio | 5.01 | 14.43 |
| Ulcer Index | 1.77% | 3.21% |
| Daily Std Dev | 6.02% | 16.98% |
| Max Drawdown | -20.78% | -32.73% |
| Current Drawdown | -10.53% | -0.18% |
Correlation
The correlation between VBIIX and VOOG is -0.16. 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. VOOG - Performance Comparison
In the year-to-date period, VBIIX achieves a 1.99% return, which is significantly lower than VOOG's 35.02% return. Over the past 10 years, VBIIX has underperformed VOOG with an annualized return of 1.46%, while VOOG has yielded a comparatively higher 15.23% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VBIIX vs. VOOG - Expense Ratio Comparison
VBIIX has a 0.15% expense ratio, which is higher than VOOG's 0.10% 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. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund (VBIIX) and Vanguard S&P 500 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
VBIIX's dividend yield for the trailing twelve months is around 3.58%, more than VOOG's 0.59% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIIX Vanguard Intermediate-Term Bond Index Fund | 3.58% | 3.00% | 2.28% | 1.85% | 2.17% | 2.65% | 2.79% | 2.57% | 2.57% | 2.69% | 2.75% | 2.98% |
VOOG Vanguard S&P 500 Growth ETF | 0.59% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
VBIIX vs. VOOG - Drawdown Comparison
The maximum VBIIX drawdown since its inception was -20.78%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for VBIIX and VOOG. For additional features, visit the drawdowns tool.
Volatility
VBIIX vs. VOOG - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Bond Index Fund (VBIIX) is 1.69%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.26%. This indicates that VBIIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.