VBTIX vs. WISEX
Compare and contrast key facts about Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) and Azzad Wise Capital Fund (WISEX).
VBTIX is managed by Vanguard. It was launched on Sep 18, 1995. WISEX is managed by Azzad Fund. It was launched on Apr 1, 2010.
Performance
VBTIX vs. WISEX - Performance Comparison
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VBTIX vs. WISEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | -0.49% | 7.18% | 1.27% | 5.75% | -13.15% | -1.95% | 7.75% | 8.74% | -0.24% | 3.56% |
WISEX Azzad Wise Capital Fund | -0.75% | 5.29% | 4.53% | 3.90% | -3.37% | 1.99% | 3.52% | 5.23% | -0.08% | 2.68% |
Returns By Period
In the year-to-date period, VBTIX achieves a -0.49% return, which is significantly higher than WISEX's -0.75% return. Over the past 10 years, VBTIX has underperformed WISEX with an annualized return of 1.59%, while WISEX has yielded a comparatively higher 2.30% annualized return.
VBTIX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.49%
- 6M
- 0.50%
- 1Y
- 3.78%
- 3Y*
- 3.45%
- 5Y*
- 0.25%
- 10Y*
- 1.59%
WISEX
- 1D
- 0.01%
- 1M
- -1.91%
- YTD
- -0.75%
- 6M
- 0.15%
- 1Y
- 2.99%
- 3Y*
- 3.89%
- 5Y*
- 2.25%
- 10Y*
- 2.30%
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VBTIX vs. WISEX - Expense Ratio Comparison
VBTIX has a 0.04% expense ratio, which is lower than WISEX's 0.89% expense ratio.
Return for Risk
VBTIX vs. WISEX — Risk / Return Rank
VBTIX
WISEX
VBTIX vs. WISEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) and Azzad Wise Capital Fund (WISEX). 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.
| VBTIX | WISEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 2.39 | -1.39 |
Sortino ratioReturn per unit of downside risk | 1.45 | 3.45 | -2.00 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.57 | -0.39 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.60 | +0.18 |
Martin ratioReturn relative to average drawdown | 5.10 | 7.61 | -2.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VBTIX | WISEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 2.39 | -1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.00 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.32 | 0.00 | +0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.94 | 0.00 | +0.94 |
Correlation
The correlation between VBTIX and WISEX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VBTIX vs. WISEX - Dividend Comparison
VBTIX's dividend yield for the trailing twelve months is around 3.63%, which matches WISEX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.63% | 3.88% | 3.69% | 3.12% | 2.61% | 1.81% | 2.41% | 2.75% | 2.58% | 2.56% | 2.54% | 2.84% |
WISEX Azzad Wise Capital Fund | 3.64% | 3.56% | 3.59% | 2.20% | 1.54% | 1.42% | 1.31% | 1.84% | 1.66% | 1.11% | 0.99% | 0.47% |
Drawdowns
VBTIX vs. WISEX - Drawdown Comparison
The maximum VBTIX drawdown since its inception was -18.90%, smaller than the maximum WISEX drawdown of -98.33%. Use the drawdown chart below to compare losses from any high point for VBTIX and WISEX.
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Drawdown Indicators
| VBTIX | WISEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.90% | -98.33% | +79.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.73% | -1.92% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -18.13% | -98.33% | +80.20% |
Max Drawdown (10Y)Largest decline over 10 years | -18.90% | -98.33% | +79.43% |
Current DrawdownCurrent decline from peak | -3.14% | -98.27% | +95.13% |
Average DrawdownAverage peak-to-trough decline | -2.32% | -7.78% | +5.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.96% | 0.40% | +0.56% |
Volatility
VBTIX vs. WISEX - Volatility Comparison
Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) has a higher volatility of 1.55% compared to Azzad Wise Capital Fund (WISEX) at 0.48%. This indicates that VBTIX's price experiences larger fluctuations and is considered to be riskier than WISEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBTIX | WISEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.55% | 0.48% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 2.58% | 0.89% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.36% | 1.30% | +3.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.99% | 2,643.77% | -2,637.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.97% | 1,869.04% | -1,864.07% |