VBTLX vs. VTBIX
Compare and contrast key facts about Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX).
VBTLX is managed by Vanguard. It was launched on Nov 12, 2001. VTBIX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBTLX or VTBIX.
Correlation
The correlation between VBTLX and VTBIX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VBTLX vs. VTBIX - Performance Comparison
Key characteristics
VBTLX:
1.18
VTBIX:
1.22
VBTLX:
1.77
VTBIX:
1.80
VBTLX:
1.21
VTBIX:
1.21
VBTLX:
0.47
VTBIX:
0.47
VBTLX:
3.02
VTBIX:
3.02
VBTLX:
2.07%
VTBIX:
2.08%
VBTLX:
5.31%
VTBIX:
5.20%
VBTLX:
-18.68%
VTBIX:
-18.71%
VBTLX:
-7.53%
VTBIX:
-7.65%
Returns By Period
In the year-to-date period, VBTLX achieves a 1.60% return, which is significantly lower than VTBIX's 1.71% return.
VBTLX
1.60%
-0.40%
0.87%
6.36%
-0.99%
1.34%
VTBIX
1.71%
-0.32%
0.96%
6.42%
-0.99%
N/A
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VBTLX vs. VTBIX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VBTLX vs. VTBIX — Risk-Adjusted Performance Rank
VBTLX
VTBIX
VBTLX vs. VTBIX - 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 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.
Dividends
VBTLX vs. VTBIX - Dividend Comparison
VBTLX's dividend yield for the trailing twelve months is around 3.74%, more than VTBIX's 3.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.74% | 3.67% | 3.08% | 2.59% | 2.11% | 2.39% | 2.73% | 2.80% | 2.56% | 2.54% | 2.37% | 2.59% |
VTBIX Vanguard Total Bond Market II Index Fund Investor Shares | 3.43% | 3.70% | 3.05% | 2.47% | 1.91% | 3.05% | 2.72% | 2.51% | 2.44% | 2.48% | 0.00% | 0.00% |
Drawdowns
VBTLX vs. VTBIX - Drawdown Comparison
The maximum VBTLX drawdown since its inception was -18.68%, roughly equal to the maximum VTBIX drawdown of -18.71%. Use the drawdown chart below to compare losses from any high point for VBTLX and VTBIX. For additional features, visit the drawdowns tool.
Volatility
VBTLX vs. VTBIX - Volatility Comparison
Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) and Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) have volatilities of 2.00% and 2.02%, 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.