VCADX vs. AGG
Compare and contrast key facts about Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares (VCADX) and iShares Core U.S. Aggregate Bond ETF (AGG).
VCADX is managed by Vanguard. It was launched on Nov 12, 2001. AGG is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Sep 22, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCADX or AGG.
Correlation
The correlation between VCADX and AGG is -0.10. 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
VCADX vs. AGG - Performance Comparison
Key characteristics
VCADX:
0.33
AGG:
1.28
VCADX:
0.46
AGG:
1.87
VCADX:
1.08
AGG:
1.22
VCADX:
0.34
AGG:
0.53
VCADX:
1.26
AGG:
3.30
VCADX:
1.12%
AGG:
2.09%
VCADX:
4.26%
AGG:
5.38%
VCADX:
-11.16%
AGG:
-18.43%
VCADX:
-2.72%
AGG:
-6.78%
Returns By Period
In the year-to-date period, VCADX achieves a -1.37% return, which is significantly lower than AGG's 2.37% return. Over the past 10 years, VCADX has outperformed AGG with an annualized return of 2.01%, while AGG has yielded a comparatively lower 1.38% annualized return.
VCADX
-1.37%
-1.43%
-0.73%
1.42%
1.12%
2.01%
AGG
2.37%
0.12%
1.37%
6.95%
-0.87%
1.38%
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VCADX vs. AGG - Expense Ratio Comparison
VCADX has a 0.09% expense ratio, which is higher than AGG's 0.05% 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
VCADX vs. AGG — Risk-Adjusted Performance Rank
VCADX
AGG
VCADX vs. AGG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares (VCADX) and iShares Core U.S. Aggregate Bond ETF (AGG). 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
VCADX vs. AGG - Dividend Comparison
VCADX's dividend yield for the trailing twelve months is around 2.99%, less than AGG's 3.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCADX Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares | 2.99% | 2.86% | 2.57% | 2.36% | 2.10% | 2.27% | 2.52% | 2.71% | 2.68% | 2.78% | 2.87% | 3.08% |
AGG iShares Core U.S. Aggregate Bond ETF | 3.78% | 3.74% | 3.13% | 2.39% | 1.77% | 2.14% | 2.70% | 2.96% | 2.32% | 2.39% | 2.45% | 2.40% |
Drawdowns
VCADX vs. AGG - Drawdown Comparison
The maximum VCADX drawdown since its inception was -11.16%, smaller than the maximum AGG drawdown of -18.43%. Use the drawdown chart below to compare losses from any high point for VCADX and AGG. For additional features, visit the drawdowns tool.
Volatility
VCADX vs. AGG - Volatility Comparison
Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares (VCADX) has a higher volatility of 3.27% compared to iShares Core U.S. Aggregate Bond ETF (AGG) at 2.24%. This indicates that VCADX's price experiences larger fluctuations and is considered to be riskier than AGG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.