VBITX vs. VTEB
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) and Vanguard Tax-Exempt Bond ETF (VTEB).
VBITX is managed by Vanguard. It was launched on Sep 27, 2011. VTEB is a passively managed fund by Vanguard that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Aug 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBITX or VTEB.
Correlation
The correlation between VBITX and VTEB is -0.09. 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. VTEB - Performance Comparison
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Key characteristics
VBITX:
2.15
VTEB:
0.11
VBITX:
3.53
VTEB:
0.14
VBITX:
1.45
VTEB:
1.02
VBITX:
2.08
VTEB:
0.09
VBITX:
8.53
VTEB:
0.26
VBITX:
0.67%
VTEB:
1.60%
VBITX:
2.68%
VTEB:
4.77%
VBITX:
-8.88%
VTEB:
-17.00%
VBITX:
-0.87%
VTEB:
-3.30%
Returns By Period
In the year-to-date period, VBITX achieves a 2.04% return, which is significantly higher than VTEB's -1.73% return.
VBITX
2.04%
0.02%
2.67%
5.73%
2.99%
0.96%
1.70%
VTEB
-1.73%
1.05%
-2.09%
0.51%
2.37%
0.50%
N/A
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VBITX vs. VTEB - Expense Ratio Comparison
Both VBITX and VTEB 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. VTEB — Risk-Adjusted Performance Rank
VBITX
VTEB
VBITX vs. VTEB - 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 Tax-Exempt Bond ETF (VTEB). 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. VTEB - Dividend Comparison
VBITX's dividend yield for the trailing twelve months is around 3.57%, more than VTEB's 3.28% 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% | 1.47% | 1.20% | 1.81% | 2.27% | 2.04% | 1.55% | 1.51% | 1.35% | 1.23% |
VTEB Vanguard Tax-Exempt Bond ETF | 3.28% | 3.14% | 2.79% | 2.09% | 1.65% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% | 0.00% |
Drawdowns
VBITX vs. VTEB - Drawdown Comparison
The maximum VBITX drawdown since its inception was -8.88%, smaller than the maximum VTEB drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for VBITX and VTEB. For additional features, visit the drawdowns tool.
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Volatility
VBITX vs. VTEB - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) is 0.83%, while Vanguard Tax-Exempt Bond ETF (VTEB) has a volatility of 1.18%. This indicates that VBITX experiences smaller price fluctuations and is considered to be less risky than VTEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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