VBITX vs. VBTLX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
VBITX is managed by Vanguard. It was launched on Sep 27, 2011. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBITX or VBTLX.
Correlation
The correlation between VBITX and VBTLX is -0.13. 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
VBITX vs. VBTLX - Performance Comparison
Key characteristics
VBITX:
2.41
VBTLX:
1.34
VBITX:
3.97
VBTLX:
2.02
VBITX:
1.51
VBTLX:
1.24
VBITX:
2.21
VBTLX:
0.54
VBITX:
9.67
VBTLX:
3.45
VBITX:
0.65%
VBTLX:
2.07%
VBITX:
2.62%
VBTLX:
5.33%
VBITX:
-8.88%
VBTLX:
-19.05%
VBITX:
-0.49%
VBTLX:
-7.04%
Returns By Period
In the year-to-date period, VBITX achieves a 1.79% return, which is significantly lower than VBTLX's 2.56% return. Over the past 10 years, VBITX has outperformed VBTLX with an annualized return of 1.68%, while VBTLX has yielded a comparatively lower 1.48% annualized return.
VBITX
1.79%
0.10%
2.32%
5.90%
0.97%
1.68%
VBTLX
2.56%
-0.41%
2.36%
6.48%
-0.88%
1.48%
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VBITX vs. VBTLX - Expense Ratio Comparison
Both VBITX and VBTLX have an expense ratio of 0.05%, 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
VBITX vs. VBTLX — Risk-Adjusted Performance Rank
VBITX
VBTLX
VBITX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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
VBITX vs. VBTLX - Dividend Comparison
VBITX's dividend yield for the trailing twelve months is around 3.24%, less than VBTLX's 3.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBITX Vanguard Short-Term Bond Index Fund Institutional Shares | 3.24% | 3.40% | 2.41% | 1.47% | 1.20% | 1.81% | 2.27% | 2.04% | 1.55% | 1.51% | 1.35% | 1.23% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.42% | 3.67% | 3.08% | 2.59% | 2.11% | 2.39% | 2.73% | 2.80% | 2.56% | 2.54% | 2.37% | 2.59% |
Drawdowns
VBITX vs. VBTLX - Drawdown Comparison
The maximum VBITX drawdown since its inception was -8.88%, smaller than the maximum VBTLX drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for VBITX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
VBITX vs. VBTLX - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) is 1.03%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.97%. This indicates that VBITX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.