VBMFX vs. VTI

In the year-to-date period, VBMFX achieves a 1.89% return, which is significantly higher than VTI's 1.31% return. Over the past 10 years, VBMFX has underperformed VTI with an annualized return of 1.39%, while VTI has yielded a comparatively higher 12.17% annualized return.

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VBMFX has a 0.15% expense ratio, which is higher than VTI's 0.03% 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%.

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

The current VBMFX Sharpe Ratio is 0.82, which is comparable to the VTI Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of VBMFX and VTI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBMFX's dividend yield for the trailing twelve months is around 3.67%, more than VTI's 1.28% yield.

The maximum VBMFX drawdown since its inception was -18.86%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VBMFX and VTI. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Total Bond Market Index Fund (VBMFX) is 1.43%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 5.53%. This indicates that VBMFX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.