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VCRM vs. VMLUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VCRM vs. VMLUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Core Tax-Exempt Bond ETF (VCRM) and Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX). The values are adjusted to include any dividend payments, if applicable.

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VCRM vs. VMLUX - Yearly Performance Comparison


2026 (YTD)20252024
VCRM
Vanguard Core Tax-Exempt Bond ETF
0.04%4.91%-0.58%
VMLUX
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
-0.03%5.50%0.64%

Returns By Period

In the year-to-date period, VCRM achieves a 0.04% return, which is significantly higher than VMLUX's -0.03% return.


VCRM

1D
0.32%
1M
-2.12%
YTD
0.04%
6M
1.72%
1Y
4.92%
3Y*
5Y*
10Y*

VMLUX

1D
0.09%
1M
-1.26%
YTD
-0.03%
6M
0.68%
1Y
3.86%
3Y*
3.81%
5Y*
2.07%
10Y*
2.07%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VCRM vs. VMLUX - Expense Ratio Comparison

VCRM has a 0.12% expense ratio, which is higher than VMLUX's 0.09% 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%.


Return for Risk

VCRM vs. VMLUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VCRM
VCRM Risk / Return Rank: 6363
Overall Rank
VCRM Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
VCRM Sortino Ratio Rank: 6262
Sortino Ratio Rank
VCRM Omega Ratio Rank: 7373
Omega Ratio Rank
VCRM Calmar Ratio Rank: 6363
Calmar Ratio Rank
VCRM Martin Ratio Rank: 4848
Martin Ratio Rank

VMLUX
VMLUX Risk / Return Rank: 9090
Overall Rank
VMLUX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
VMLUX Sortino Ratio Rank: 9090
Sortino Ratio Rank
VMLUX Omega Ratio Rank: 9696
Omega Ratio Rank
VMLUX Calmar Ratio Rank: 8787
Calmar Ratio Rank
VMLUX Martin Ratio Rank: 8989
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VCRM vs. VMLUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Core Tax-Exempt Bond ETF (VCRM) and Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX). 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.


VCRMVMLUXDifference

Sharpe ratio

Return per unit of total volatility

1.23

1.77

-0.54

Sortino ratio

Return per unit of downside risk

1.57

2.55

-0.98

Omega ratio

Gain probability vs. loss probability

1.27

1.57

-0.30

Calmar ratio

Return relative to maximum drawdown

1.59

2.32

-0.73

Martin ratio

Return relative to average drawdown

4.54

9.94

-5.40

VCRM vs. VMLUX - Sharpe Ratio Comparison

The current VCRM Sharpe Ratio is 1.23, which is lower than the VMLUX Sharpe Ratio of 1.77. The chart below compares the historical Sharpe Ratios of VCRM and VMLUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VCRMVMLUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.23

1.77

-0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.81

1.47

-0.66

Correlation

The correlation between VCRM and VMLUX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

VCRM vs. VMLUX - Dividend Comparison

VCRM's dividend yield for the trailing twelve months is around 3.56%, more than VMLUX's 3.14% yield.


TTM20252024202320222021202020192018201720162015
VCRM
Vanguard Core Tax-Exempt Bond ETF
3.26%3.42%0.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VMLUX
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares
3.14%3.85%3.38%2.39%1.64%1.04%1.70%2.10%1.89%1.65%1.62%1.58%

Drawdowns

VCRM vs. VMLUX - Drawdown Comparison

The maximum VCRM drawdown since its inception was -4.12%, smaller than the maximum VMLUX drawdown of -6.41%. Use the drawdown chart below to compare losses from any high point for VCRM and VMLUX.


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Drawdown Indicators


VCRMVMLUXDifference

Max Drawdown

Largest peak-to-trough decline

-4.12%

-6.41%

+2.29%

Max Drawdown (1Y)

Largest decline over 1 year

-3.22%

-2.02%

-1.20%

Max Drawdown (5Y)

Largest decline over 5 years

-5.60%

Max Drawdown (10Y)

Largest decline over 10 years

-6.41%

Current Drawdown

Current decline from peak

-2.12%

-1.44%

-0.68%

Average Drawdown

Average peak-to-trough decline

-1.15%

-0.54%

-0.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.12%

0.47%

+0.65%

Volatility

VCRM vs. VMLUX - Volatility Comparison

Vanguard Core Tax-Exempt Bond ETF (VCRM) has a higher volatility of 1.54% compared to Vanguard Limited-Term Tax-Exempt Fund Admiral Shares (VMLUX) at 0.52%. This indicates that VCRM's price experiences larger fluctuations and is considered to be riskier than VMLUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VCRMVMLUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.54%

0.52%

+1.02%

Volatility (6M)

Calculated over the trailing 6-month period

2.05%

1.03%

+1.02%

Volatility (1Y)

Calculated over the trailing 1-year period

4.01%

2.34%

+1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.00%

1.85%

+2.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.00%

1.92%

+2.08%