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.
Performance
VBLIX vs. VWUSX - Performance Comparison
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VBLIX vs. VWUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | -1.15% | 6.61% | -4.11% | 6.78% | -27.20% | -3.08% | 16.29% | 19.16% | -4.70% | 10.90% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | -15.06% | 15.39% | 31.65% | 45.17% | -39.64% | 35.76% | 58.63% | 45.61% | 0.65% | 31.11% |
Returns By Period
In the year-to-date period, VBLIX achieves a -1.15% return, which is significantly higher than VWUSX's -15.06% return. Over the past 10 years, VBLIX has underperformed VWUSX with an annualized return of 0.98%, while VWUSX has yielded a comparatively higher 16.90% annualized return.
VBLIX
- 1D
- 1.17%
- 1M
- -4.16%
- YTD
- -1.15%
- 6M
- -1.39%
- 1Y
- 1.64%
- 3Y*
- 0.52%
- 5Y*
- -3.09%
- 10Y*
- 0.98%
VWUSX
- 1D
- -0.27%
- 1M
- -8.83%
- YTD
- -15.06%
- 6M
- -15.49%
- 1Y
- 9.15%
- 3Y*
- 17.39%
- 5Y*
- 9.24%
- 10Y*
- 16.90%
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VBLIX vs. VWUSX - Expense Ratio Comparison
VBLIX has a 0.04% expense ratio, which is lower than VWUSX's 0.38% expense ratio.
Return for Risk
VBLIX vs. VWUSX — Risk / Return Rank
VBLIX
VWUSX
VBLIX vs. VWUSX - Risk-Adjusted Trends 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.
| VBLIX | VWUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.29 | 0.38 | -0.09 |
Sortino ratioReturn per unit of downside risk | 0.45 | 0.71 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.10 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 0.30 | +0.24 |
Martin ratioReturn relative to average drawdown | 1.32 | 0.99 | +0.33 |
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
| VBLIX | VWUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.29 | 0.38 | -0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | 0.35 | -0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.09 | 0.69 | -0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 0.39 | -0.18 |
Correlation
The correlation between VBLIX and VWUSX 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
VBLIX vs. VWUSX - Dividend Comparison
VBLIX's dividend yield for the trailing twelve months is around 4.37%, less than VWUSX's 11.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | 4.37% | 4.67% | 4.64% | 3.42% | 4.17% | 2.89% | 5.85% | 3.63% | 3.83% | 3.71% | 4.20% | 5.00% |
VWUSX Vanguard U.S. Growth Fund Investor Shares | 11.03% | 9.37% | 4.60% | 0.28% | 0.37% | 30.03% | 3.90% | 11.66% | 9.65% | 4.63% | 1.52% | 8.95% |
Drawdowns
VBLIX vs. VWUSX - Drawdown Comparison
The maximum VBLIX drawdown since its inception was -38.61%, smaller than the maximum VWUSX drawdown of -73.31%. Use the drawdown chart below to compare losses from any high point for VBLIX and VWUSX.
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Drawdown Indicators
| VBLIX | VWUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.61% | -73.31% | +34.70% |
Max Drawdown (1Y)Largest decline over 1 year | -6.87% | -19.15% | +12.28% |
Max Drawdown (5Y)Largest decline over 5 years | -36.49% | -42.18% | +5.69% |
Max Drawdown (10Y)Largest decline over 10 years | -38.61% | -42.18% | +3.57% |
Current DrawdownCurrent decline from peak | -25.94% | -19.15% | -6.79% |
Average DrawdownAverage peak-to-trough decline | -11.34% | -22.89% | +11.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 5.82% | -3.01% |
Volatility
VBLIX vs. VWUSX - Volatility Comparison
The current volatility for Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) is 3.47%, while Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a volatility of 5.77%. 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.
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Volatility by Period
| VBLIX | VWUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 5.77% | -2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 5.53% | 12.80% | -7.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.56% | 23.39% | -13.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.89% | 26.93% | -14.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.58% | 24.57% | -12.99% |