VBILX vs. VTEB
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) and Vanguard Tax-Exempt Bond ETF (VTEB).
VBILX is managed by Vanguard. It was launched on Nov 12, 2001. VTEB is a passively managed fund by Vanguard that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Aug 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBILX or VTEB.
Correlation
The correlation between VBILX and VTEB is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VBILX vs. VTEB - Performance Comparison
Key characteristics
VBILX:
0.19
VTEB:
0.22
VBILX:
0.31
VTEB:
0.33
VBILX:
1.04
VTEB:
1.04
VBILX:
0.07
VTEB:
0.19
VBILX:
0.47
VTEB:
0.82
VBILX:
2.32%
VTEB:
1.05%
VBILX:
5.69%
VTEB:
3.86%
VBILX:
-20.65%
VTEB:
-17.00%
VBILX:
-11.33%
VTEB:
-2.26%
Returns By Period
In the year-to-date period, VBILX achieves a -0.39% return, which is significantly higher than VTEB's -0.68% return.
VBILX
-0.39%
-1.46%
-0.37%
1.68%
-0.67%
1.20%
VTEB
-0.68%
-1.26%
0.13%
1.00%
0.72%
N/A
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VBILX vs. VTEB - Expense Ratio Comparison
VBILX has a 0.07% expense ratio, which is higher than VTEB'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
VBILX vs. VTEB — Risk-Adjusted Performance Rank
VBILX
VTEB
VBILX vs. VTEB - 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 Tax-Exempt Bond ETF (VTEB). 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. VTEB - Dividend Comparison
VBILX's dividend yield for the trailing twelve months is around 3.48%, more than VTEB's 3.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | 3.48% | 3.46% | 3.09% | 2.36% | 1.93% | 2.23% | 2.74% | 2.87% | 2.65% | 2.66% | 2.74% | 2.84% |
VTEB Vanguard Tax-Exempt Bond ETF | 3.16% | 3.14% | 2.79% | 2.09% | 1.65% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% | 0.00% |
Drawdowns
VBILX vs. VTEB - Drawdown Comparison
The maximum VBILX drawdown since its inception was -20.65%, which is greater than VTEB's maximum drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for VBILX and VTEB. For additional features, visit the drawdowns tool.
Volatility
VBILX vs. VTEB - Volatility Comparison
Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) has a higher volatility of 1.73% compared to Vanguard Tax-Exempt Bond ETF (VTEB) at 1.29%. This indicates that VBILX's price experiences larger fluctuations and is considered to be riskier than VTEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.