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VBMFX vs. VCRM
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VBMFX vs. VCRM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total Bond Market Index Fund (VBMFX) and Vanguard Core Tax-Exempt Bond ETF (VCRM). The values are adjusted to include any dividend payments, if applicable.

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VBMFX vs. VCRM - Yearly Performance Comparison


2026 (YTD)20252024
VBMFX
Vanguard Total Bond Market Index Fund
-0.30%7.05%-0.12%
VCRM
Vanguard Core Tax-Exempt Bond ETF
0.34%4.91%-0.58%

Returns By Period

In the year-to-date period, VBMFX achieves a -0.30% return, which is significantly lower than VCRM's 0.34% return.


VBMFX

1D
0.21%
1M
-1.63%
YTD
-0.30%
6M
0.35%
1Y
3.55%
3Y*
3.40%
5Y*
0.08%
10Y*
1.50%

VCRM

1D
0.30%
1M
-1.55%
YTD
0.34%
6M
1.86%
1Y
4.77%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VBMFX vs. VCRM - Expense Ratio Comparison

VBMFX has a 0.15% expense ratio, which is higher than VCRM's 0.12% 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%.


Return for Risk

VBMFX vs. VCRM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VBMFX
VBMFX Risk / Return Rank: 4444
Overall Rank
VBMFX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VBMFX Sortino Ratio Rank: 4040
Sortino Ratio Rank
VBMFX Omega Ratio Rank: 2828
Omega Ratio Rank
VBMFX Calmar Ratio Rank: 6868
Calmar Ratio Rank
VBMFX Martin Ratio Rank: 4343
Martin Ratio Rank

VCRM
VCRM Risk / Return Rank: 5959
Overall Rank
VCRM Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
VCRM Sortino Ratio Rank: 5656
Sortino Ratio Rank
VCRM Omega Ratio Rank: 6868
Omega Ratio Rank
VCRM Calmar Ratio Rank: 5959
Calmar Ratio Rank
VCRM Martin Ratio Rank: 4545
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VBMFX vs. VCRM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund (VBMFX) and Vanguard Core Tax-Exempt Bond ETF (VCRM). 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.


VBMFXVCRMDifference

Sharpe ratio

Return per unit of total volatility

0.90

1.20

-0.30

Sortino ratio

Return per unit of downside risk

1.30

1.53

-0.23

Omega ratio

Gain probability vs. loss probability

1.16

1.26

-0.11

Calmar ratio

Return relative to maximum drawdown

1.62

1.63

-0.01

Martin ratio

Return relative to average drawdown

4.56

4.63

-0.07

VBMFX vs. VCRM - Sharpe Ratio Comparison

The current VBMFX Sharpe Ratio is 0.90, which is comparable to the VCRM Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of VBMFX and VCRM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VBMFXVCRMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

1.20

-0.30

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

0.86

+0.10

Correlation

The correlation between VBMFX and VCRM is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

VBMFX vs. VCRM - Dividend Comparison

VBMFX's dividend yield for the trailing twelve months is around 3.50%, less than VCRM's 3.59% yield.


TTM20252024202320222021202020192018201720162015
VBMFX
Vanguard Total Bond Market Index Fund
3.50%3.76%3.57%2.99%2.49%1.72%2.31%2.63%2.47%2.45%2.43%2.71%
VCRM
Vanguard Core Tax-Exempt Bond ETF
3.59%3.42%0.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VBMFX vs. VCRM - Drawdown Comparison

The maximum VBMFX drawdown since its inception was -19.08%, which is greater than VCRM's maximum drawdown of -4.12%. Use the drawdown chart below to compare losses from any high point for VBMFX and VCRM.


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Drawdown Indicators


VBMFXVCRMDifference

Max Drawdown

Largest peak-to-trough decline

-19.08%

-4.12%

-14.96%

Max Drawdown (1Y)

Largest decline over 1 year

-2.73%

-3.22%

+0.49%

Max Drawdown (5Y)

Largest decline over 5 years

-18.24%

Max Drawdown (10Y)

Largest decline over 10 years

-19.08%

Current Drawdown

Current decline from peak

-3.56%

-1.83%

-1.73%

Average Drawdown

Average peak-to-trough decline

-2.70%

-1.15%

-1.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.97%

1.13%

-0.16%

Volatility

VBMFX vs. VCRM - Volatility Comparison

Vanguard Total Bond Market Index Fund (VBMFX) and Vanguard Core Tax-Exempt Bond ETF (VCRM) have volatilities of 1.55% and 1.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VBMFXVCRMDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.55%

1.49%

+0.06%

Volatility (6M)

Calculated over the trailing 6-month period

2.58%

2.07%

+0.51%

Volatility (1Y)

Calculated over the trailing 1-year period

4.35%

4.02%

+0.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.99%

4.00%

+1.99%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.96%

4.00%

+0.96%