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VBTLX vs. VCOBX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VBTLX vs. VCOBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and Vanguard Core Bond Fund Admiral Shares (VCOBX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VBTLX achieves a 0.42% return, which is significantly lower than VCOBX's 0.60% return. Over the past 10 years, VBTLX has underperformed VCOBX with an annualized return of 1.58%, while VCOBX has yielded a comparatively higher 2.19% annualized return.


VBTLX

1D
0.00%
1M
0.55%
YTD
0.42%
6M
0.35%
1Y
5.34%
3Y*
4.05%
5Y*
0.21%
10Y*
1.58%

VCOBX

1D
0.00%
1M
0.56%
YTD
0.60%
6M
0.47%
1Y
5.73%
3Y*
4.90%
5Y*
0.65%
10Y*
2.19%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VBTLX vs. VCOBX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares
0.42%7.17%1.26%5.74%-13.16%-1.81%7.72%8.73%-0.25%3.56%
VCOBX
Vanguard Core Bond Fund Admiral Shares
0.60%7.73%2.21%6.39%-13.13%-1.51%10.41%9.64%-0.85%3.89%

Correlation

The correlation between VBTLX and VCOBX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.92

Correlation (3Y)
Calculated over the trailing 3-year period

0.96

Correlation (5Y)
Calculated over the trailing 5-year period

0.97

Correlation (10Y)
Calculated over the trailing 10-year period

0.96

Correlation (All Time)
Calculated using the full available price history since Mar 31, 2016

0.96

The correlation between VBTLX and VCOBX has been stable across timeframes, ranging from 0.92 to 0.97 - a consistent structural relationship.

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Return for Risk

VBTLX vs. VCOBX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VBTLX
VBTLX Risk / Return Rank: 2323
Overall Rank
VBTLX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
VBTLX Sortino Ratio Rank: 2424
Sortino Ratio Rank
VBTLX Omega Ratio Rank: 2121
Omega Ratio Rank
VBTLX Calmar Ratio Rank: 2525
Calmar Ratio Rank
VBTLX Martin Ratio Rank: 2121
Martin Ratio Rank

VCOBX
VCOBX Risk / Return Rank: 3131
Overall Rank
VCOBX Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
VCOBX Sortino Ratio Rank: 3232
Sortino Ratio Rank
VCOBX Omega Ratio Rank: 3030
Omega Ratio Rank
VCOBX Calmar Ratio Rank: 3434
Calmar Ratio Rank
VCOBX Martin Ratio Rank: 2727
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VBTLX vs. VCOBX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and Vanguard Core Bond Fund Admiral Shares (VCOBX). 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.


VBTLXVCOBXDifference
Sharpe ratioReturn per unit of total volatility

-0.21

Sortino ratioReturn per unit of downside risk

-0.29

Omega ratioGain probability vs. loss probability

1.24

1.29

-0.04

Calmar ratioReturn relative to maximum drawdown

1.86

2.20

-0.34

Martin ratioReturn relative to average drawdown

5.58

6.56

-0.98

VBTLX vs. VCOBX - Sharpe Ratio Comparison

The current VBTLX Sharpe Ratio is 1.36, which is comparable to the VCOBX Sharpe Ratio of 1.57. The chart below compares the historical Sharpe Ratios of VBTLX and VCOBX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


VBTLXVCOBXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.36

1.57

-0.21

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.04

0.11

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.32

0.46

-0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.76

0.48

+0.28

Drawdowns

VBTLX vs. VCOBX - Drawdown Comparison

The maximum VBTLX drawdown since its inception was -18.81%, roughly equal to the maximum VCOBX drawdown of -18.14%. Use the drawdown chart below to compare losses from any high point for VBTLX and VCOBX.


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Drawdown Indicators


VBTLXVCOBXDifference

Max Drawdown

Largest peak-to-trough decline

-18.81%

-18.14%

-0.67%

Max Drawdown (1Y)

Largest decline over 1 year

-2.89%

-2.62%

-0.27%

Max Drawdown (3Y)

Largest decline over 3 years

-6.00%

-5.63%

-0.37%

Max Drawdown (5Y)

Largest decline over 5 years

-18.14%

-18.03%

-0.11%

Max Drawdown (10Y)

Largest decline over 10 years

-18.81%

-18.14%

-0.67%

Current Drawdown

Current decline from peak

-2.18%

-1.25%

-0.93%

Average Drawdown

Average peak-to-trough decline

-2.67%

-4.18%

+1.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.96%

0.88%

+0.08%

Volatility

VBTLX vs. VCOBX - Volatility Comparison

Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and Vanguard Core Bond Fund Admiral Shares (VCOBX) have volatilities of 1.38% and 1.33%, 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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Volatility by Period


VBTLXVCOBXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.38%

1.33%

+0.05%

Volatility (6M)

Calculated over the trailing 6-month period

2.80%

2.66%

+0.14%

Volatility (1Y)

Calculated over the trailing 1-year period

3.97%

3.68%

+0.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.01%

5.78%

+0.23%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.98%

4.76%

+0.22%

VBTLX vs. VCOBX - Expense Ratio Comparison

VBTLX has a 0.04% expense ratio, which is lower than VCOBX's 0.10% 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%.


Dividends

VBTLX vs. VCOBX - Dividend Comparison

VBTLX's dividend yield for the trailing twelve months is around 3.98%, less than VCOBX's 4.73% yield.


PositionTTM20252024202320222021202020192018201720162015
VBTLX
Vanguard Total Bond Market Index Fund Admiral Shares
3.98%3.87%3.69%3.10%2.59%1.96%2.39%2.74%2.57%2.56%2.53%2.82%
VCOBX
Vanguard Core Bond Fund Admiral Shares
4.73%4.80%5.04%4.44%3.01%1.23%3.09%3.08%3.10%2.20%2.29%0.00%

Frequently Asked Questions


With a correlation of 0.92, VBTLX and VCOBX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VBTLX has higher volatility (1.38%) compared to VCOBX (1.33%). In terms of maximum drawdown, VBTLX dropped -18.81% vs VCOBX's -18.14%.

VCOBX currently has the higher Sharpe Ratio (1.57 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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