VBTIX vs. VTINX
Compare and contrast key facts about Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) and Vanguard Target Retirement Income Fund (VTINX).
VBTIX is managed by Vanguard. It was launched on Sep 18, 1995. VTINX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBTIX or VTINX.
Correlation
The correlation between VBTIX and VTINX is -0.19. 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.
Performance
VBTIX vs. VTINX - Performance Comparison
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Key characteristics
VBTIX:
0.86
VTINX:
0.83
VBTIX:
1.23
VTINX:
1.13
VBTIX:
1.15
VTINX:
1.17
VBTIX:
0.34
VTINX:
0.54
VBTIX:
2.08
VTINX:
2.21
VBTIX:
2.10%
VTINX:
2.33%
VBTIX:
5.35%
VTINX:
6.24%
VBTIX:
-19.01%
VTINX:
-21.75%
VBTIX:
-8.13%
VTINX:
-4.50%
Returns By Period
In the year-to-date period, VBTIX achieves a 1.28% return, which is significantly lower than VTINX's 2.98% return. Over the past 10 years, VBTIX has underperformed VTINX with an annualized return of 1.35%, while VTINX has yielded a comparatively higher 2.64% annualized return.
VBTIX
1.28%
0.32%
1.19%
4.60%
-1.07%
1.35%
VTINX
2.98%
3.47%
-0.09%
5.13%
2.32%
2.64%
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VBTIX vs. VTINX - Expense Ratio Comparison
VBTIX has a 0.04% expense ratio, which is lower than VTINX's 0.08% 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%.
Risk-Adjusted Performance
VBTIX vs. VTINX — Risk-Adjusted Performance Rank
VBTIX
VTINX
VBTIX vs. VTINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) and Vanguard Target Retirement Income Fund (VTINX). 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
VBTIX vs. VTINX - Dividend Comparison
VBTIX's dividend yield for the trailing twelve months is around 3.80%, more than VTINX's 3.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.80% | 3.69% | 3.12% | 2.54% | 1.91% | 2.25% | 2.74% | 2.78% | 2.53% | 2.49% | 2.51% | 2.57% |
VTINX Vanguard Target Retirement Income Fund | 3.30% | 3.24% | 2.98% | 2.71% | 2.59% | 1.65% | 2.51% | 2.69% | 2.10% | 1.94% | 1.84% | 1.84% |
Drawdowns
VBTIX vs. VTINX - Drawdown Comparison
The maximum VBTIX drawdown since its inception was -19.01%, smaller than the maximum VTINX drawdown of -21.75%. Use the drawdown chart below to compare losses from any high point for VBTIX and VTINX. For additional features, visit the drawdowns tool.
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Volatility
VBTIX vs. VTINX - Volatility Comparison
Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) and Vanguard Target Retirement Income Fund (VTINX) have volatilities of 1.55% and 1.50%, 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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