VCAIX vs. SGOV

In the year-to-date period, VCAIX achieves a -0.69% return, which is significantly lower than SGOV's 1.52% return.

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VCAIX has a 0.17% expense ratio, which is higher than SGOV's 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares (VCAIX) and iShares 0-3 Month Treasury Bond ETF (SGOV). 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 VCAIX Sharpe Ratio is 0.30, which is lower than the SGOV Sharpe Ratio of 21.26. The chart below compares the historical Sharpe Ratios of VCAIX and SGOV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VCAIX's dividend yield for the trailing twelve months is around 2.65%, less than SGOV's 4.70% yield.

The maximum VCAIX drawdown since its inception was -11.25%, which is greater than SGOV's maximum drawdown of -0.03%. Use the drawdown chart below to compare losses from any high point for VCAIX and SGOV. For additional features, visit the drawdowns tool.