Correlation
The correlation between VBLLX and SWAGX is -0.01. 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.
VBLLX vs. SWAGX
Compare and contrast key facts about Vanguard Long-Term Bond Index Fund Institutional Shares (VBLLX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
VBLLX is managed by Vanguard. It was launched on Feb 2, 2006. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBLLX or SWAGX.
Performance
VBLLX vs. SWAGX - Performance Comparison
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Key characteristics
VBLLX:
0.20
SWAGX:
1.08
VBLLX:
0.34
SWAGX:
1.59
VBLLX:
1.04
SWAGX:
1.19
VBLLX:
0.07
SWAGX:
0.46
VBLLX:
0.36
SWAGX:
2.65
VBLLX:
6.21%
SWAGX:
2.19%
VBLLX:
11.66%
SWAGX:
5.42%
VBLLX:
-38.12%
SWAGX:
-18.77%
VBLLX:
-28.68%
SWAGX:
-7.31%
Returns By Period
In the year-to-date period, VBLLX achieves a 0.27% return, which is significantly lower than SWAGX's 2.03% return.
VBLLX
0.27%
-1.63%
-4.65%
1.25%
-2.30%
-5.14%
1.33%
SWAGX
2.03%
-0.67%
0.43%
4.97%
1.33%
-1.05%
N/A
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VBLLX vs. SWAGX - Expense Ratio Comparison
VBLLX has a 0.05% expense ratio, which is higher than SWAGX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VBLLX vs. SWAGX — Risk-Adjusted Performance Rank
VBLLX
SWAGX
VBLLX vs. SWAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Bond Index Fund Institutional Shares (VBLLX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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
VBLLX vs. SWAGX - Dividend Comparison
VBLLX's dividend yield for the trailing twelve months is around 4.33%, more than SWAGX's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBLLX Vanguard Long-Term Bond Index Fund Institutional Shares | 4.33% | 4.64% | 4.10% | 4.16% | 3.36% | 5.84% | 3.62% | 3.81% | 3.70% | 4.20% | 4.15% | 4.05% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.63% | 3.88% | 3.22% | 2.60% | 2.06% | 2.47% | 2.86% | 2.80% | 1.99% | 0.00% | 0.00% | 0.00% |
Drawdowns
VBLLX vs. SWAGX - Drawdown Comparison
The maximum VBLLX drawdown since its inception was -38.12%, which is greater than SWAGX's maximum drawdown of -18.77%. Use the drawdown chart below to compare losses from any high point for VBLLX and SWAGX.
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Volatility
VBLLX vs. SWAGX - Volatility Comparison
Vanguard Long-Term Bond Index Fund Institutional Shares (VBLLX) has a higher volatility of 3.05% compared to Schwab U.S. Aggregate Bond Index Fund (SWAGX) at 1.43%. This indicates that VBLLX's price experiences larger fluctuations and is considered to be riskier than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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