VCRB vs. VCOBX
Compare and contrast key facts about Vanguard Core Bond ETF (VCRB) and Vanguard Core Bond Fund Admiral Shares (VCOBX).
VCRB is an actively managed fund by Vanguard. It was launched on Dec 14, 2023. VCOBX is managed by Vanguard. It was launched on Mar 28, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCRB or VCOBX.
Key characteristics
| VCRB | VCOBX | |
|---|---|---|
| YTD Return | 3.02% | 2.73% |
| Daily Std Dev | 5.32% | 5.63% |
| Max Drawdown | -3.42% | -18.91% |
| Current Drawdown | -2.70% | -7.79% |
Correlation
The correlation between VCRB and VCOBX is 0.97, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VCRB vs. VCOBX - Performance Comparison
In the year-to-date period, VCRB achieves a 3.02% return, which is significantly higher than VCOBX's 2.73% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VCRB vs. VCOBX - Expense Ratio Comparison
Both VCRB and VCOBX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VCRB vs. VCOBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Core Bond ETF (VCRB) and Vanguard Core Bond Fund Admiral Shares (VCOBX). 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.
Not enough dataDividends
VCRB vs. VCOBX - Dividend Comparison
VCRB's dividend yield for the trailing twelve months is around 3.46%, less than VCOBX's 4.58% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
VCRB Vanguard Core Bond ETF | 3.46% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VCOBX Vanguard Core Bond Fund Admiral Shares | 4.58% | 4.10% | 3.02% | 1.22% | 1.80% | 3.09% | 3.11% | 2.20% | 1.68% |
Drawdowns
VCRB vs. VCOBX - Drawdown Comparison
The maximum VCRB drawdown since its inception was -3.42%, smaller than the maximum VCOBX drawdown of -18.91%. Use the drawdown chart below to compare losses from any high point for VCRB and VCOBX. For additional features, visit the drawdowns tool.
Volatility
VCRB vs. VCOBX - Volatility Comparison
Vanguard Core Bond ETF (VCRB) and Vanguard Core Bond Fund Admiral Shares (VCOBX) have volatilities of 1.62% and 1.59%, 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.