VBTLX vs. SWAGX
Compare and contrast key facts about Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and Schwab U.S. Aggregate Bond Index Fund (SWAGX).
VBTLX is managed by Vanguard. It was launched on Nov 12, 2001. SWAGX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBTLX or SWAGX.
Correlation
The correlation between VBTLX and SWAGX is 0.95, 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. SWAGX - Performance Comparison
Key characteristics
VBTLX:
0.25
SWAGX:
0.29
VBTLX:
0.38
SWAGX:
0.44
VBTLX:
1.05
SWAGX:
1.05
VBTLX:
0.10
SWAGX:
0.12
VBTLX:
0.69
SWAGX:
0.80
VBTLX:
1.95%
SWAGX:
1.98%
VBTLX:
5.44%
SWAGX:
5.55%
VBTLX:
-19.05%
SWAGX:
-18.84%
VBTLX:
-9.74%
SWAGX:
-9.41%
Returns By Period
In the year-to-date period, VBTLX achieves a 0.84% return, which is significantly lower than SWAGX's 1.16% return.
VBTLX
0.84%
-0.52%
1.12%
1.45%
-0.41%
1.31%
SWAGX
1.16%
-0.23%
1.27%
1.71%
-0.38%
N/A
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VBTLX vs. SWAGX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VBTLX vs. SWAGX - 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 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.
Dividends
VBTLX vs. SWAGX - Dividend Comparison
VBTLX's dividend yield for the trailing twelve months is around 3.34%, less than SWAGX's 3.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.34% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% | 2.56% |
SWAGX Schwab U.S. Aggregate Bond Index Fund | 3.87% | 3.22% | 2.60% | 2.06% | 2.36% | 2.86% | 2.80% | 1.99% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VBTLX vs. SWAGX - Drawdown Comparison
The maximum VBTLX drawdown since its inception was -19.05%, roughly equal to the maximum SWAGX drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for VBTLX and SWAGX. For additional features, visit the drawdowns tool.
Volatility
VBTLX vs. SWAGX - Volatility Comparison
The current volatility for Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) is 1.55%, while Schwab U.S. Aggregate Bond Index Fund (SWAGX) has a volatility of 1.66%. This indicates that VBTLX experiences smaller price fluctuations and is considered to be less risky than SWAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.