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VBIUX vs. VIGAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VBIUX vs. VIGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). The values are adjusted to include any dividend payments, if applicable.

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VBIUX vs. VIGAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VBIUX
Vanguard Intermediate-Term Bond Index Fund Institutional Plus
-0.84%8.60%1.56%5.53%-13.24%-2.64%9.83%10.23%-0.13%3.90%
VIGAX
Vanguard Growth Index Fund Admiral Shares
-13.83%19.43%32.67%46.76%-33.14%27.26%40.18%37.23%-3.35%27.80%

Returns By Period

In the year-to-date period, VBIUX achieves a -0.84% return, which is significantly higher than VIGAX's -13.83% return. Over the past 10 years, VBIUX has underperformed VIGAX with an annualized return of 1.93%, while VIGAX has yielded a comparatively higher 15.56% annualized return.


VBIUX

1D
0.58%
1M
-2.62%
YTD
-0.84%
6M
0.29%
1Y
4.35%
3Y*
3.66%
5Y*
0.41%
10Y*
1.93%

VIGAX

1D
-0.57%
1M
-8.83%
YTD
-13.83%
6M
-12.31%
1Y
13.72%
3Y*
19.56%
5Y*
10.93%
10Y*
15.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VBIUX vs. VIGAX - Expense Ratio Comparison

VBIUX has a 0.04% expense ratio, which is lower than VIGAX's 0.05% 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%.


Return for Risk

VBIUX vs. VIGAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VBIUX
VBIUX Risk / Return Rank: 6161
Overall Rank
VBIUX Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
VBIUX Sortino Ratio Rank: 6262
Sortino Ratio Rank
VBIUX Omega Ratio Rank: 4545
Omega Ratio Rank
VBIUX Calmar Ratio Rank: 7575
Calmar Ratio Rank
VBIUX Martin Ratio Rank: 6161
Martin Ratio Rank

VIGAX
VIGAX Risk / Return Rank: 2626
Overall Rank
VIGAX Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
VIGAX Sortino Ratio Rank: 3030
Sortino Ratio Rank
VIGAX Omega Ratio Rank: 2929
Omega Ratio Rank
VIGAX Calmar Ratio Rank: 2323
Calmar Ratio Rank
VIGAX Martin Ratio Rank: 2222
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VBIUX vs. VIGAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX) and Vanguard Growth Index Fund Admiral Shares (VIGAX). 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.


VBIUXVIGAXDifference

Sharpe ratio

Return per unit of total volatility

1.07

0.61

+0.46

Sortino ratio

Return per unit of downside risk

1.57

1.04

+0.52

Omega ratio

Gain probability vs. loss probability

1.19

1.15

+0.04

Calmar ratio

Return relative to maximum drawdown

1.74

0.66

+1.08

Martin ratio

Return relative to average drawdown

5.84

2.37

+3.46

VBIUX vs. VIGAX - Sharpe Ratio Comparison

The current VBIUX Sharpe Ratio is 1.07, which is higher than the VIGAX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of VBIUX and VIGAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VBIUXVIGAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.07

0.61

+0.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

0.49

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.36

0.73

-0.37

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

0.43

+0.03

Correlation

The correlation between VBIUX and VIGAX is -0.11. 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.


Dividends

VBIUX vs. VIGAX - Dividend Comparison

VBIUX's dividend yield for the trailing twelve months is around 3.81%, more than VIGAX's 0.46% yield.


TTM20252024202320222021202020192018201720162015
VBIUX
Vanguard Intermediate-Term Bond Index Fund Institutional Plus
3.81%4.04%3.82%2.59%2.42%3.08%2.95%2.76%2.89%2.77%3.09%3.14%
VIGAX
Vanguard Growth Index Fund Admiral Shares
0.46%0.40%0.46%0.57%0.69%0.47%0.66%0.94%1.31%1.14%1.39%1.31%

Drawdowns

VBIUX vs. VIGAX - Drawdown Comparison

The maximum VBIUX drawdown since its inception was -19.18%, smaller than the maximum VIGAX drawdown of -50.66%. Use the drawdown chart below to compare losses from any high point for VBIUX and VIGAX.


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Drawdown Indicators


VBIUXVIGAXDifference

Max Drawdown

Largest peak-to-trough decline

-19.18%

-50.66%

+31.48%

Max Drawdown (1Y)

Largest decline over 1 year

-3.18%

-16.51%

+13.33%

Max Drawdown (5Y)

Largest decline over 5 years

-18.83%

-35.63%

+16.80%

Max Drawdown (10Y)

Largest decline over 10 years

-19.18%

-35.63%

+16.45%

Current Drawdown

Current decline from peak

-2.62%

-16.51%

+13.89%

Average Drawdown

Average peak-to-trough decline

-4.11%

-12.02%

+7.91%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.95%

4.57%

-3.62%

Volatility

VBIUX vs. VIGAX - Volatility Comparison

The current volatility for Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX) is 1.68%, while Vanguard Growth Index Fund Admiral Shares (VIGAX) has a volatility of 5.52%. This indicates that VBIUX experiences smaller price fluctuations and is considered to be less risky than VIGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VBIUXVIGAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.68%

5.52%

-3.84%

Volatility (6M)

Calculated over the trailing 6-month period

2.77%

12.10%

-9.33%

Volatility (1Y)

Calculated over the trailing 1-year period

4.61%

22.69%

-18.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.36%

22.30%

-15.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.37%

21.49%

-16.12%