VBTLX vs. VTBIX

The year-to-date returns for both investments are quite close, with VBTLX having a 1.28% return and VTBIX slightly higher at 1.30%.

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VBTLX has a 0.05% expense ratio, which is lower than VTBIX's 0.09% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX). 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 0.86, which is comparable to the VTBIX Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of VBTLX and VTBIX, 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 3.78%, less than VTBIX's 3.85% yield.

The maximum VBTLX drawdown since its inception was -19.05%, roughly equal to the maximum VTBIX drawdown of -19.61%. Use the drawdown chart below to compare losses from any high point for VBTLX and VTBIX. For additional features, visit the drawdowns tool.

Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a higher volatility of 1.55% compared to Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) at 1.47%. This indicates that VBTLX's price experiences larger fluctuations and is considered to be riskier than VTBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.