VBTLX vs. SWAGX

In the year-to-date period, VBTLX achieves a 1.82% return, which is significantly higher than SWAGX's 1.57% return.

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VBTLX has a 0.05% expense ratio, which is higher than SWAGX's 0.04% 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 Admiral Shares (VBTLX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX). 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 VBTLX Sharpe Ratio is 0.95, which is comparable to the SWAGX Sharpe Ratio of 0.99. The chart below compares the historical Sharpe Ratios of VBTLX and SWAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBTLX's dividend yield for the trailing twelve months is around 3.77%, less than SWAGX's 3.99% yield.

The maximum VBTLX drawdown since its inception was -18.68%, roughly equal to the maximum SWAGX drawdown of -18.77%. Use the drawdown chart below to compare losses from any high point for VBTLX and SWAGX.

Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX) have volatilities of 1.43% and 1.44%, 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.