VBILX vs. VBIPX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) and Vanguard Short-Term Bond Index Fund Institutional Plus (VBIPX).
VBILX is managed by Vanguard. It was launched on Nov 12, 2001. VBIPX is managed by Vanguard. It was launched on Sep 29, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBILX or VBIPX.
Key characteristics
| VBILX | VBIPX | |
|---|---|---|
| YTD Return | 1.46% | 3.14% |
| 1Y Return | 6.68% | 5.53% |
| 3Y Return (Ann) | -2.53% | 0.60% |
| 5Y Return (Ann) | -0.36% | 1.18% |
| 10Y Return (Ann) | 1.48% | 1.52% |
| Sharpe Ratio | 1.34 | 2.10 |
| Sortino Ratio | 2.01 | 3.37 |
| Omega Ratio | 1.24 | 1.43 |
| Calmar Ratio | 0.48 | 1.29 |
| Martin Ratio | 4.54 | 9.91 |
| Ulcer Index | 1.79% | 0.62% |
| Daily Std Dev | 6.03% | 2.94% |
| Max Drawdown | -20.65% | -8.87% |
| Current Drawdown | -10.74% | -1.45% |
Correlation
The correlation between VBILX and VBIPX is 0.83, 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
VBILX vs. VBIPX - Performance Comparison
In the year-to-date period, VBILX achieves a 1.46% return, which is significantly lower than VBIPX's 3.14% return. Both investments have delivered pretty close results over the past 10 years, with VBILX having a 1.48% annualized return and VBIPX not far ahead at 1.52%. 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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VBILX vs. VBIPX - Expense Ratio Comparison
VBILX has a 0.07% expense ratio, which is higher than VBIPX'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
VBILX vs. VBIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) and Vanguard Short-Term Bond Index Fund Institutional Plus (VBIPX). 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
VBILX vs. VBIPX - Dividend Comparison
VBILX's dividend yield for the trailing twelve months is around 3.70%, more than VBIPX's 3.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | 3.70% | 3.09% | 2.36% | 1.93% | 2.23% | 2.74% | 2.87% | 2.65% | 2.66% | 2.74% | 2.84% | 3.08% |
VBIPX Vanguard Short-Term Bond Index Fund Institutional Plus | 3.27% | 2.43% | 1.47% | 1.22% | 1.82% | 2.27% | 2.04% | 1.56% | 1.51% | 1.37% | 1.37% | 1.27% |
Drawdowns
VBILX vs. VBIPX - Drawdown Comparison
The maximum VBILX drawdown since its inception was -20.65%, which is greater than VBIPX's maximum drawdown of -8.87%. Use the drawdown chart below to compare losses from any high point for VBILX and VBIPX. For additional features, visit the drawdowns tool.
Volatility
VBILX vs. VBIPX - Volatility Comparison
Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) has a higher volatility of 1.66% compared to Vanguard Short-Term Bond Index Fund Institutional Plus (VBIPX) at 0.70%. This indicates that VBILX's price experiences larger fluctuations and is considered to be riskier than VBIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.