VBIUX vs. VWELX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX) and Vanguard Wellington Fund Investor Shares (VWELX).
VBIUX is managed by Vanguard. It was launched on Nov 30, 2011. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
VBIUX vs. VWELX - Performance Comparison
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VBIUX vs. VWELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBIUX Vanguard Intermediate-Term Bond Index Fund Institutional Plus | -0.65% | 8.60% | 1.56% | 5.53% | -13.24% | -2.64% | 9.83% | 10.23% | -0.13% | 3.90% |
VWELX Vanguard Wellington Fund Investor Shares | -3.35% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
Returns By Period
In the year-to-date period, VBIUX achieves a -0.65% return, which is significantly higher than VWELX's -3.35% return. Over the past 10 years, VBIUX has underperformed VWELX with an annualized return of 1.95%, while VWELX has yielded a comparatively higher 9.32% annualized return.
VBIUX
- 1D
- 0.19%
- 1M
- -1.88%
- YTD
- -0.65%
- 6M
- 0.20%
- 1Y
- 4.35%
- 3Y*
- 3.73%
- 5Y*
- 0.39%
- 10Y*
- 1.95%
VWELX
- 1D
- 2.02%
- 1M
- -3.95%
- YTD
- -3.35%
- 6M
- -0.44%
- 1Y
- 14.14%
- 3Y*
- 12.65%
- 5Y*
- 7.58%
- 10Y*
- 9.32%
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VBIUX vs. VWELX - Expense Ratio Comparison
VBIUX has a 0.04% expense ratio, which is lower than VWELX's 0.24% 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. VWELX — Risk / Return Rank
VBIUX
VWELX
VBIUX vs. VWELX - 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 Wellington Fund Investor Shares (VWELX). 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.
| VBIUX | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.23 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.46 | 1.81 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.27 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.61 | 1.88 | -0.27 |
Martin ratioReturn relative to average drawdown | 5.33 | 8.47 | -3.13 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VBIUX | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.23 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.69 | -0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.81 | -0.45 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.82 | -0.36 |
Correlation
The correlation between VBIUX and VWELX is -0.02. 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. VWELX - Dividend Comparison
VBIUX's dividend yield for the trailing twelve months is around 3.80%, less than VWELX's 11.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIUX Vanguard Intermediate-Term Bond Index Fund Institutional Plus | 3.80% | 4.04% | 3.82% | 2.59% | 2.42% | 3.08% | 2.95% | 2.76% | 2.89% | 2.77% | 3.09% | 3.14% |
VWELX Vanguard Wellington Fund Investor Shares | 11.92% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Drawdowns
VBIUX vs. VWELX - Drawdown Comparison
The maximum VBIUX drawdown since its inception was -19.18%, smaller than the maximum VWELX drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for VBIUX and VWELX.
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Drawdown Indicators
| VBIUX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.18% | -36.12% | +16.94% |
Max Drawdown (1Y)Largest decline over 1 year | -3.18% | -8.03% | +4.85% |
Max Drawdown (5Y)Largest decline over 5 years | -18.83% | -20.88% | +2.05% |
Max Drawdown (10Y)Largest decline over 10 years | -19.18% | -25.33% | +6.15% |
Current DrawdownCurrent decline from peak | -2.43% | -4.90% | +2.47% |
Average DrawdownAverage peak-to-trough decline | -4.11% | -3.93% | -0.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 1.78% | -0.82% |
Volatility
VBIUX vs. VWELX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX) is 1.65%, while Vanguard Wellington Fund Investor Shares (VWELX) has a volatility of 4.07%. This indicates that VBIUX experiences smaller price fluctuations and is considered to be less risky than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBIUX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.65% | 4.07% | -2.42% |
Volatility (6M)Calculated over the trailing 6-month period | 2.77% | 6.66% | -3.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.60% | 11.88% | -7.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.36% | 11.12% | -4.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.37% | 11.50% | -6.13% |