Correlation
The correlation between VCORX and VCPIX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
VCORX vs. VCPIX
Compare and contrast key facts about Vanguard Core Bond Fund Investor Shares (VCORX) and Vanguard Core-Plus Bond Fund Investor Shares (VCPIX).
VCORX is managed by Vanguard. It was launched on Mar 28, 2016. VCPIX is managed by Vanguard. It was launched on Oct 25, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCORX or VCPIX.
Performance
VCORX vs. VCPIX - Performance Comparison
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Key characteristics
VCORX:
0.98
VCPIX:
1.09
VCORX:
1.32
VCPIX:
1.47
VCORX:
1.15
VCPIX:
1.17
VCORX:
0.37
VCPIX:
0.54
VCORX:
2.33
VCPIX:
2.81
VCORX:
1.97%
VCPIX:
1.74%
VCORX:
5.22%
VCPIX:
4.97%
VCORX:
-19.06%
VCPIX:
-17.33%
VCORX:
-7.29%
VCPIX:
-3.50%
Returns By Period
The year-to-date returns for both investments are quite close, with VCORX having a 1.81% return and VCPIX slightly higher at 1.86%.
VCORX
1.81%
-0.96%
0.68%
4.95%
1.58%
-0.85%
N/A
VCPIX
1.86%
-0.89%
0.76%
5.24%
2.36%
N/A
N/A
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VCORX vs. VCPIX - Expense Ratio Comparison
VCORX has a 0.20% expense ratio, which is lower than VCPIX's 0.30% expense ratio.
Risk-Adjusted Performance
VCORX vs. VCPIX — Risk-Adjusted Performance Rank
VCORX
VCPIX
VCORX vs. VCPIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Core Bond Fund Investor Shares (VCORX) and Vanguard Core-Plus Bond Fund Investor Shares (VCPIX). 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.
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Dividends
VCORX vs. VCPIX - Dividend Comparison
VCORX's dividend yield for the trailing twelve months is around 4.67%, less than VCPIX's 4.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
VCORX Vanguard Core Bond Fund Investor Shares | 4.67% | 4.56% | 3.99% | 2.90% | 1.20% | 2.95% | 2.93% | 2.97% | 2.62% | 2.21% |
VCPIX Vanguard Core-Plus Bond Fund Investor Shares | 4.82% | 4.71% | 4.48% | 3.16% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VCORX vs. VCPIX - Drawdown Comparison
The maximum VCORX drawdown since its inception was -19.06%, which is greater than VCPIX's maximum drawdown of -17.33%. Use the drawdown chart below to compare losses from any high point for VCORX and VCPIX.
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Volatility
VCORX vs. VCPIX - Volatility Comparison
Vanguard Core Bond Fund Investor Shares (VCORX) has a higher volatility of 1.33% compared to Vanguard Core-Plus Bond Fund Investor Shares (VCPIX) at 1.26%. This indicates that VCORX's price experiences larger fluctuations and is considered to be riskier than VCPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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