VBTIX vs. BNDW

In the year-to-date period, VBTIX achieves a 3.28% return, which is significantly higher than BNDW's 2.32% return.

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VBTIX has a 0.04% expense ratio, which is lower than BNDW's 0.06% expense ratio. Despite the difference, 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 Institutional Shares (VBTIX) and Vanguard Total World Bond ETF (BNDW). 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 VBTIX Sharpe Ratio is 1.18, which is comparable to the BNDW Sharpe Ratio of 1.35. The chart below compares the historical Sharpe Ratios of VBTIX and BNDW, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBTIX's dividend yield for the trailing twelve months is around 3.35%, less than BNDW's 3.94% yield.

The maximum VBTIX drawdown since its inception was -19.01%, which is greater than BNDW's maximum drawdown of -17.22%. Use the drawdown chart below to compare losses from any high point for VBTIX and BNDW. For additional features, visit the drawdowns tool.

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