VBILX vs. VLTCX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) and Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX).
VBILX is managed by Vanguard. It was launched on Nov 12, 2001. VLTCX is managed by Vanguard. It was launched on Jan 19, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBILX or VLTCX.
Key characteristics
| VBILX | VLTCX | |
|---|---|---|
| YTD Return | 1.56% | 0.36% |
| 1Y Return | 8.21% | 13.59% |
| 3Y Return (Ann) | -2.50% | -6.20% |
| 5Y Return (Ann) | -0.36% | -1.17% |
| 10Y Return (Ann) | 1.49% | 2.66% |
| Sharpe Ratio | 1.36 | 1.26 |
| Sortino Ratio | 2.04 | 1.85 |
| Omega Ratio | 1.24 | 1.22 |
| Calmar Ratio | 0.47 | 0.47 |
| Martin Ratio | 4.64 | 3.94 |
| Ulcer Index | 1.77% | 3.45% |
| Daily Std Dev | 6.03% | 10.83% |
| Max Drawdown | -20.65% | -34.55% |
| Current Drawdown | -10.65% | -19.12% |
Correlation
The correlation between VBILX and VLTCX is 0.87, 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. VLTCX - Performance Comparison
In the year-to-date period, VBILX achieves a 1.56% return, which is significantly higher than VLTCX's 0.36% return. Over the past 10 years, VBILX has underperformed VLTCX with an annualized return of 1.49%, while VLTCX has yielded a comparatively higher 2.66% 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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VBILX vs. VLTCX - Expense Ratio Comparison
Both VBILX and VLTCX have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VBILX vs. VLTCX - 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 Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX). 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. VLTCX - Dividend Comparison
VBILX's dividend yield for the trailing twelve months is around 3.69%, less than VLTCX's 4.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | 3.69% | 3.09% | 2.36% | 1.93% | 2.23% | 2.74% | 2.87% | 2.65% | 2.66% | 2.74% | 2.84% | 3.08% |
VLTCX Vanguard Long-Term Corporate Bond Index Fund Admiral Shares | 4.94% | 4.65% | 4.41% | 3.04% | 3.15% | 3.82% | 4.56% | 4.01% | 4.37% | 4.71% | 4.32% | 4.88% |
Drawdowns
VBILX vs. VLTCX - Drawdown Comparison
The maximum VBILX drawdown since its inception was -20.65%, smaller than the maximum VLTCX drawdown of -34.55%. Use the drawdown chart below to compare losses from any high point for VBILX and VLTCX. For additional features, visit the drawdowns tool.
Volatility
VBILX vs. VLTCX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) is 1.73%, while Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX) has a volatility of 3.83%. This indicates that VBILX experiences smaller price fluctuations and is considered to be less risky than VLTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.