VBTLX vs. PTTRX
Compare and contrast key facts about Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and PIMCO Total Return Fund Institutional Class (PTTRX).
VBTLX is managed by Vanguard. It was launched on Nov 12, 2001. PTTRX is managed by PIMCO.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBTLX or PTTRX.
Correlation
The correlation between VBTLX and PTTRX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VBTLX vs. PTTRX - Performance Comparison
Key characteristics
VBTLX:
0.47
PTTRX:
0.66
VBTLX:
0.70
PTTRX:
0.96
VBTLX:
1.08
PTTRX:
1.12
VBTLX:
0.19
PTTRX:
0.08
VBTLX:
1.17
PTTRX:
1.84
VBTLX:
2.16%
PTTRX:
2.01%
VBTLX:
5.44%
PTTRX:
5.63%
VBTLX:
-19.05%
PTTRX:
-90.27%
VBTLX:
-9.45%
PTTRX:
-42.22%
Returns By Period
In the year-to-date period, VBTLX achieves a -0.11% return, which is significantly higher than PTTRX's -0.12% return. Over the past 10 years, VBTLX has outperformed PTTRX with an annualized return of 1.12%, while PTTRX has yielded a comparatively lower 0.82% annualized return.
VBTLX
-0.11%
-0.09%
0.82%
2.75%
-0.50%
1.12%
PTTRX
-0.12%
0.06%
0.92%
3.82%
-0.58%
0.82%
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VBTLX vs. PTTRX - Expense Ratio Comparison
VBTLX has a 0.05% expense ratio, which is lower than PTTRX's 0.47% expense ratio.
Risk-Adjusted Performance
VBTLX vs. PTTRX — Risk-Adjusted Performance Rank
VBTLX
PTTRX
VBTLX vs. PTTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and PIMCO Total Return Fund Institutional Class (PTTRX). 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.
Dividends
VBTLX vs. PTTRX - Dividend Comparison
VBTLX's dividend yield for the trailing twelve months is around 3.70%, less than PTTRX's 4.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.70% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
PTTRX PIMCO Total Return Fund Institutional Class | 4.62% | 4.61% | 3.82% | 4.41% | 2.35% | 2.53% | 3.79% | 3.12% | 2.63% | 3.04% | 3.06% | 4.17% |
Drawdowns
VBTLX vs. PTTRX - Drawdown Comparison
The maximum VBTLX drawdown since its inception was -19.05%, smaller than the maximum PTTRX drawdown of -90.27%. Use the drawdown chart below to compare losses from any high point for VBTLX and PTTRX. For additional features, visit the drawdowns tool.
Volatility
VBTLX vs. PTTRX - Volatility Comparison
The current volatility for Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) is 1.57%, while PIMCO Total Return Fund Institutional Class (PTTRX) has a volatility of 1.84%. This indicates that VBTLX experiences smaller price fluctuations and is considered to be less risky than PTTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.