VBITX vs. VIGIX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
VBITX is managed by Vanguard. It was launched on Sep 27, 2011. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBITX or VIGIX.
Correlation
The correlation between VBITX and VIGIX 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. VIGIX - Performance Comparison
Key characteristics
VBITX:
2.50
VIGIX:
0.57
VBITX:
4.15
VIGIX:
0.95
VBITX:
1.54
VIGIX:
1.13
VBITX:
1.96
VIGIX:
0.62
VBITX:
9.96
VIGIX:
2.24
VBITX:
0.65%
VIGIX:
6.42%
VBITX:
2.61%
VIGIX:
25.34%
VBITX:
-8.88%
VIGIX:
-57.17%
VBITX:
-0.29%
VIGIX:
-11.79%
Returns By Period
In the year-to-date period, VBITX achieves a 1.89% return, which is significantly higher than VIGIX's -8.09% return. Over the past 10 years, VBITX has underperformed VIGIX with an annualized return of 1.67%, while VIGIX has yielded a comparatively higher 14.24% annualized return.
VBITX
1.89%
0.49%
2.33%
6.72%
1.04%
1.67%
VIGIX
-8.09%
-1.56%
-3.80%
15.11%
17.28%
14.24%
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VBITX vs. VIGIX - Expense Ratio Comparison
VBITX has a 0.05% expense ratio, which is higher than VIGIX's 0.04% 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
VBITX vs. VIGIX — Risk-Adjusted Performance Rank
VBITX
VIGIX
VBITX vs. VIGIX - 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 Growth Index Fund Institutional Shares (VIGIX). 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. VIGIX - Dividend Comparison
VBITX's dividend yield for the trailing twelve months is around 3.19%, more than VIGIX's 0.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBITX Vanguard Short-Term Bond Index Fund Institutional Shares | 3.19% | 3.40% | 2.41% | 1.47% | 1.20% | 1.81% | 2.27% | 2.04% | 1.55% | 1.51% | 1.35% | 1.23% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.52% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% | 1.22% |
Drawdowns
VBITX vs. VIGIX - Drawdown Comparison
The maximum VBITX drawdown since its inception was -8.88%, smaller than the maximum VIGIX drawdown of -57.17%. Use the drawdown chart below to compare losses from any high point for VBITX and VIGIX. For additional features, visit the drawdowns tool.
Volatility
VBITX vs. VIGIX - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) is 0.97%, while Vanguard Growth Index Fund Institutional Shares (VIGIX) has a volatility of 17.11%. This indicates that VBITX experiences smaller price fluctuations and is considered to be less risky than VIGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.