VBIPX vs. IEI
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Institutional Plus (VBIPX) and iShares 3-7 Year Treasury Bond ETF (IEI).
VBIPX is managed by Vanguard. It was launched on Sep 29, 2011. IEI is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 3-7 Year Treasury Bond Index. It was launched on Jan 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIPX or IEI.
Correlation
The correlation between VBIPX and IEI is -0.12. 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
VBIPX vs. IEI - Performance Comparison
Key characteristics
VBIPX:
2.28
IEI:
1.53
VBIPX:
3.79
IEI:
2.33
VBIPX:
1.48
IEI:
1.28
VBIPX:
2.22
IEI:
0.63
VBIPX:
9.14
IEI:
3.82
VBIPX:
0.66%
IEI:
1.64%
VBIPX:
2.67%
IEI:
4.09%
VBIPX:
-8.87%
IEI:
-14.60%
VBIPX:
-0.68%
IEI:
-3.83%
Returns By Period
In the year-to-date period, VBIPX achieves a 2.25% return, which is significantly lower than IEI's 3.07% return. Over the past 10 years, VBIPX has outperformed IEI with an annualized return of 1.73%, while IEI has yielded a comparatively lower 1.33% annualized return.
VBIPX
2.25%
0.51%
2.68%
6.05%
1.05%
1.73%
IEI
3.07%
0.37%
2.93%
6.20%
-0.63%
1.33%
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VBIPX vs. IEI - Expense Ratio Comparison
VBIPX has a 0.04% expense ratio, which is lower than IEI's 0.15% 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
VBIPX vs. IEI — Risk-Adjusted Performance Rank
VBIPX
IEI
VBIPX vs. IEI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund Institutional Plus (VBIPX) and iShares 3-7 Year Treasury Bond ETF (IEI). 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
VBIPX vs. IEI - Dividend Comparison
VBIPX's dividend yield for the trailing twelve months is around 3.58%, more than IEI's 3.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIPX Vanguard Short-Term Bond Index Fund Institutional Plus | 3.58% | 3.40% | 2.43% | 1.47% | 1.22% | 1.82% | 2.27% | 2.04% | 1.56% | 1.51% | 1.37% | 1.37% |
IEI iShares 3-7 Year Treasury Bond ETF | 3.24% | 3.18% | 2.36% | 1.37% | 0.73% | 1.12% | 2.01% | 1.95% | 1.51% | 1.33% | 1.39% | 1.23% |
Drawdowns
VBIPX vs. IEI - Drawdown Comparison
The maximum VBIPX drawdown since its inception was -8.87%, smaller than the maximum IEI drawdown of -14.60%. Use the drawdown chart below to compare losses from any high point for VBIPX and IEI. For additional features, visit the drawdowns tool.
Volatility
VBIPX vs. IEI - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Institutional Plus (VBIPX) is 0.86%, while iShares 3-7 Year Treasury Bond ETF (IEI) has a volatility of 1.36%. This indicates that VBIPX experiences smaller price fluctuations and is considered to be less risky than IEI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.