Correlation
The correlation between VBITX and VDIGX 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.
VBITX vs. VDIGX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) and Vanguard Dividend Growth Fund (VDIGX).
VBITX is managed by Vanguard. It was launched on Sep 27, 2011. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBITX or VDIGX.
Performance
VBITX vs. VDIGX - Performance Comparison
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Key characteristics
VBITX:
2.32
VDIGX:
0.28
VBITX:
3.60
VDIGX:
0.38
VBITX:
1.47
VDIGX:
1.05
VBITX:
2.37
VDIGX:
0.19
VBITX:
8.65
VDIGX:
0.65
VBITX:
0.67%
VDIGX:
4.26%
VBITX:
2.68%
VDIGX:
14.57%
VBITX:
-8.60%
VDIGX:
-45.23%
VBITX:
-0.78%
VDIGX:
-5.70%
Returns By Period
In the year-to-date period, VBITX achieves a 2.14% return, which is significantly higher than VDIGX's 0.05% return. Over the past 10 years, VBITX has underperformed VDIGX with an annualized return of 1.74%, while VDIGX has yielded a comparatively higher 10.31% annualized return.
VBITX
2.14%
0.02%
2.87%
6.15%
2.96%
1.04%
1.74%
VDIGX
0.05%
3.30%
-3.15%
3.95%
6.90%
11.61%
10.31%
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VBITX vs. VDIGX - Expense Ratio Comparison
VBITX has a 0.05% expense ratio, which is lower than VDIGX's 0.27% 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
VBITX vs. VDIGX — Risk-Adjusted Performance Rank
VBITX
VDIGX
VBITX vs. VDIGX - 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 Dividend Growth Fund (VDIGX). 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.
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Dividends
VBITX vs. VDIGX - Dividend Comparison
VBITX's dividend yield for the trailing twelve months is around 3.57%, less than VDIGX's 13.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBITX Vanguard Short-Term Bond Index Fund Institutional Shares | 3.57% | 3.40% | 2.41% | 1.50% | 1.47% | 1.81% | 2.27% | 2.04% | 1.55% | 1.52% | 1.45% | 1.37% |
VDIGX Vanguard Dividend Growth Fund | 13.60% | 11.96% | 2.29% | 6.05% | 5.45% | 2.82% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% |
Drawdowns
VBITX vs. VDIGX - Drawdown Comparison
The maximum VBITX drawdown since its inception was -8.60%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VBITX and VDIGX.
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Volatility
VBITX vs. VDIGX - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) is 0.81%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 3.90%. This indicates that VBITX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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