VBMFX vs. VBTLX
Compare and contrast key facts about Vanguard Total Bond Market Index Fund (VBMFX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
VBMFX is managed by Vanguard. It was launched on Dec 11, 1986. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBMFX or VBTLX.
Correlation
The correlation between VBMFX and VBTLX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VBMFX vs. VBTLX - Performance Comparison
Key characteristics
VBMFX:
1.10
VBTLX:
1.06
VBMFX:
1.65
VBTLX:
1.59
VBMFX:
1.20
VBTLX:
1.19
VBMFX:
0.42
VBTLX:
0.41
VBMFX:
2.76
VBTLX:
2.67
VBMFX:
2.09%
VBTLX:
2.07%
VBMFX:
5.27%
VBTLX:
5.23%
VBMFX:
-18.86%
VBTLX:
-18.68%
VBMFX:
-6.71%
VBTLX:
-6.58%
Returns By Period
In the year-to-date period, VBMFX achieves a 2.96% return, which is significantly higher than VBTLX's 2.65% return. Over the past 10 years, VBMFX has underperformed VBTLX with an annualized return of 1.35%, while VBTLX has yielded a comparatively higher 1.42% annualized return.
VBMFX
2.96%
0.01%
-0.30%
5.88%
-0.52%
1.35%
VBTLX
2.65%
-0.31%
-0.57%
5.64%
-0.49%
1.42%
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VBMFX vs. VBTLX - Expense Ratio Comparison
VBMFX has a 0.15% expense ratio, which is higher than VBTLX's 0.05% 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
VBMFX vs. VBTLX — Risk-Adjusted Performance Rank
VBMFX
VBTLX
VBMFX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund (VBMFX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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
VBMFX vs. VBTLX - Dividend Comparison
VBMFX's dividend yield for the trailing twelve months is around 3.59%, more than VBTLX's 3.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBMFX Vanguard Total Bond Market Index Fund | 3.59% | 3.57% | 2.99% | 2.49% | 2.01% | 2.29% | 2.63% | 2.70% | 2.46% | 2.43% | 2.48% | 2.69% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.37% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
VBMFX vs. VBTLX - Drawdown Comparison
The maximum VBMFX drawdown since its inception was -18.86%, roughly equal to the maximum VBTLX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for VBMFX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
VBMFX vs. VBTLX - Volatility Comparison
Vanguard Total Bond Market Index Fund (VBMFX) has a higher volatility of 1.35% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 1.21%. This indicates that VBMFX's price experiences larger fluctuations and is considered to be riskier than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.