VBIMX vs. VSIAX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX).
VBIMX is managed by Vanguard. It was launched on Jan 26, 2006. VSIAX is managed by Vanguard. It was launched on Sep 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIMX or VSIAX.
Correlation
The correlation between VBIMX and VSIAX is -0.17. 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
VBIMX vs. VSIAX - Performance Comparison
Key characteristics
VBIMX:
1.45
VSIAX:
-0.00
VBIMX:
2.19
VSIAX:
0.15
VBIMX:
1.26
VSIAX:
1.02
VBIMX:
0.53
VSIAX:
-0.00
VBIMX:
3.66
VSIAX:
-0.00
VBIMX:
2.19%
VSIAX:
7.26%
VBIMX:
5.55%
VSIAX:
21.32%
VBIMX:
-20.62%
VSIAX:
-45.39%
VBIMX:
-7.87%
VSIAX:
-16.54%
Returns By Period
In the year-to-date period, VBIMX achieves a 3.09% return, which is significantly higher than VSIAX's -9.07% return. Over the past 10 years, VBIMX has underperformed VSIAX with an annualized return of 1.58%, while VSIAX has yielded a comparatively higher 7.43% annualized return.
VBIMX
3.09%
0.44%
2.30%
8.34%
-0.78%
1.58%
VSIAX
-9.07%
-3.51%
-8.82%
0.35%
14.95%
7.43%
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VBIMX vs. VSIAX - Expense Ratio Comparison
VBIMX has a 0.05% expense ratio, which is lower than VSIAX's 0.07% expense ratio. Despite the difference, 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
VBIMX vs. VSIAX — Risk-Adjusted Performance Rank
VBIMX
VSIAX
VBIMX vs. VSIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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
VBIMX vs. VSIAX - Dividend Comparison
VBIMX's dividend yield for the trailing twelve months is around 3.83%, more than VSIAX's 2.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIMX Vanguard Intermediate-Term Bond Index Fund Institutional Shares | 3.83% | 3.81% | 3.10% | 2.37% | 1.95% | 2.26% | 2.75% | 2.89% | 2.68% | 2.68% | 2.79% | 2.91% |
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares | 2.36% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
VBIMX vs. VSIAX - Drawdown Comparison
The maximum VBIMX drawdown since its inception was -20.62%, smaller than the maximum VSIAX drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for VBIMX and VSIAX. For additional features, visit the drawdowns tool.
Volatility
VBIMX vs. VSIAX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Bond Index Fund Institutional Shares (VBIMX) is 2.21%, while Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX) has a volatility of 14.09%. This indicates that VBIMX experiences smaller price fluctuations and is considered to be less risky than VSIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.