VEGBX vs. VBIAX
Compare and contrast key facts about Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
VEGBX is managed by Vanguard. It was launched on Dec 6, 2017. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VEGBX vs. VBIAX - Performance Comparison
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VEGBX vs. VBIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VEGBX Vanguard Emerging Markets Bond Fund Admiral Shares | -1.23% | 14.46% | 7.60% | 13.81% | -13.02% | -1.44% | 15.18% | 17.87% | -0.66% | 11.65% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | -2.02% | 13.61% | 14.58% | 17.54% | -16.90% | 14.21% | 16.40% | 21.78% | -2.86% | 12.52% |
Returns By Period
In the year-to-date period, VEGBX achieves a -1.23% return, which is significantly higher than VBIAX's -2.02% return.
VEGBX
- 1D
- 0.16%
- 1M
- -2.25%
- YTD
- -1.23%
- 6M
- 1.88%
- 1Y
- 9.88%
- 3Y*
- 10.52%
- 5Y*
- 4.29%
- 10Y*
- —
VBIAX
- 1D
- 0.42%
- 1M
- -2.56%
- YTD
- -2.02%
- 6M
- -0.60%
- 1Y
- 12.52%
- 3Y*
- 12.40%
- 5Y*
- 6.61%
- 10Y*
- 9.02%
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VEGBX vs. VBIAX - Expense Ratio Comparison
VEGBX has a 0.40% expense ratio, which is higher than VBIAX's 0.07% expense ratio.
Return for Risk
VEGBX vs. VBIAX — Risk / Return Rank
VEGBX
VBIAX
VEGBX vs. VBIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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.
| VEGBX | VBIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.98 | 1.15 | +0.83 |
Sortino ratioReturn per unit of downside risk | 2.84 | 1.71 | +1.12 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.25 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 2.44 | 1.72 | +0.71 |
Martin ratioReturn relative to average drawdown | 10.52 | 7.99 | +2.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VEGBX | VBIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.98 | 1.15 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.60 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.81 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.61 | +0.42 |
Correlation
The correlation between VEGBX and VBIAX is 0.40, 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
VEGBX vs. VBIAX - Dividend Comparison
VEGBX's dividend yield for the trailing twelve months is around 5.79%, more than VBIAX's 5.71% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEGBX Vanguard Emerging Markets Bond Fund Admiral Shares | 5.79% | 6.34% | 7.02% | 7.20% | 5.61% | 5.14% | 4.62% | 6.42% | 5.00% | 0.39% | 0.00% | 0.00% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.71% | 6.00% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% |
Drawdowns
VEGBX vs. VBIAX - Drawdown Comparison
The maximum VEGBX drawdown since its inception was -24.27%, smaller than the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for VEGBX and VBIAX.
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Drawdown Indicators
| VEGBX | VBIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.27% | -35.90% | +11.63% |
Max Drawdown (1Y)Largest decline over 1 year | -3.89% | -5.83% | +1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -24.27% | -21.53% | -2.74% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.78% | — |
Current DrawdownCurrent decline from peak | -3.19% | -3.69% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -3.90% | -4.47% | +0.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 1.68% | -0.70% |
Volatility
VEGBX vs. VBIAX - Volatility Comparison
The current volatility for Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) is 2.08%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 3.72%. This indicates that VEGBX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VEGBX | VBIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 3.72% | -1.64% |
Volatility (6M)Calculated over the trailing 6-month period | 2.86% | 6.21% | -3.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.98% | 11.39% | -6.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.27% | 11.04% | -4.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.37% | 11.18% | -4.81% |