VBLIX vs. VWUSX
Compare and contrast key facts about Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX).
VBLIX is managed by Vanguard. It was launched on Oct 6, 2011. VWUSX is managed by Vanguard. It was launched on Jan 6, 1959.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBLIX or VWUSX.
Key characteristics
| VBLIX | VWUSX | |
|---|---|---|
| YTD Return | -2.10% | 31.94% |
| 1Y Return | 10.73% | 45.10% |
| 3Y Return (Ann) | -8.49% | 2.92% |
| 5Y Return (Ann) | -3.43% | 16.99% |
| 10Y Return (Ann) | 1.18% | 14.88% |
| Sharpe Ratio | 0.88 | 2.45 |
| Sortino Ratio | 1.32 | 3.15 |
| Omega Ratio | 1.15 | 1.44 |
| Calmar Ratio | 0.29 | 1.76 |
| Martin Ratio | 2.49 | 14.30 |
| Ulcer Index | 4.26% | 3.17% |
| Daily Std Dev | 12.05% | 18.51% |
| Max Drawdown | -40.07% | -71.26% |
| Current Drawdown | -29.67% | 0.00% |
Correlation
The correlation between VBLIX and VWUSX 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
VBLIX vs. VWUSX - Performance Comparison
In the year-to-date period, VBLIX achieves a -2.10% return, which is significantly lower than VWUSX's 31.94% return. Over the past 10 years, VBLIX has underperformed VWUSX with an annualized return of 1.18%, while VWUSX has yielded a comparatively higher 14.88% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VBLIX vs. VWUSX - Expense Ratio Comparison
VBLIX has a 0.04% expense ratio, which is lower than VWUSX's 0.38% expense ratio.
Risk-Adjusted Performance
VBLIX vs. VWUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) and Vanguard U.S. Growth Fund Investor Shares (VWUSX). 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
VBLIX vs. VWUSX - Dividend Comparison
VBLIX's dividend yield for the trailing twelve months is around 4.49%, more than VWUSX's 0.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | 4.49% | 4.11% | 4.00% | 2.88% | 2.98% | 3.47% | 4.01% | 3.71% | 4.03% | 4.26% | 4.05% | 4.66% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | 0.21% | 0.28% | 0.37% | 0.00% | 0.03% | 0.35% | 0.39% | 0.40% | 0.42% | 0.49% | 0.65% | 0.39% |
Drawdowns
VBLIX vs. VWUSX - Drawdown Comparison
The maximum VBLIX drawdown since its inception was -40.07%, smaller than the maximum VWUSX drawdown of -71.26%. Use the drawdown chart below to compare losses from any high point for VBLIX and VWUSX. For additional features, visit the drawdowns tool.
Volatility
VBLIX vs. VWUSX - Volatility Comparison
The current volatility for Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) is 4.27%, while Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a volatility of 5.24%. This indicates that VBLIX experiences smaller price fluctuations and is considered to be less risky than VWUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.