VFIDX vs. VBLAX
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX).
VFIDX is managed by Vanguard. It was launched on Feb 12, 2001. VBLAX is managed by Vanguard. It was launched on Feb 7, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIDX or VBLAX.
Performance
VFIDX vs. VBLAX - Performance Comparison
Returns By Period
In the year-to-date period, VFIDX achieves a 3.06% return, which is significantly higher than VBLAX's -2.76% return.
VFIDX
3.06%
-1.99%
3.68%
9.21%
0.22%
1.81%
VBLAX
-2.76%
-4.31%
1.94%
7.84%
-3.55%
N/A
Key characteristics
| VFIDX | VBLAX | |
|---|---|---|
| Sharpe Ratio | 1.72 | 0.75 |
| Sortino Ratio | 2.55 | 1.12 |
| Omega Ratio | 1.31 | 1.13 |
| Calmar Ratio | 0.62 | 0.25 |
| Martin Ratio | 6.69 | 2.05 |
| Ulcer Index | 1.48% | 4.34% |
| Daily Std Dev | 5.74% | 11.86% |
| Max Drawdown | -22.52% | -40.12% |
| Current Drawdown | -8.08% | -30.21% |
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VFIDX vs. VBLAX - Expense Ratio Comparison
VFIDX has a 0.10% expense ratio, which is higher than VBLAX's 0.07% 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%.
Correlation
The correlation between VFIDX and VBLAX is 0.88, 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.
Risk-Adjusted Performance
VFIDX vs. VBLAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX). 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.
Dividends
VFIDX vs. VBLAX - Dividend Comparison
VFIDX's dividend yield for the trailing twelve months is around 4.53%, which matches VBLAX's 4.49% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.53% | 3.89% | 3.21% | 2.36% | 2.59% | 3.12% | 3.32% | 2.91% | 2.98% | 3.21% | 3.26% | 3.38% |
VBLAX Vanguard Long-Term Bond Index Fund Admiral Shares | 4.49% | 4.08% | 3.99% | 2.85% | 2.95% | 3.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VFIDX vs. VBLAX - Drawdown Comparison
The maximum VFIDX drawdown since its inception was -22.52%, smaller than the maximum VBLAX drawdown of -40.12%. Use the drawdown chart below to compare losses from any high point for VFIDX and VBLAX. For additional features, visit the drawdowns tool.
Volatility
VFIDX vs. VBLAX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) is 1.61%, while Vanguard Long-Term Bond Index Fund Admiral Shares (VBLAX) has a volatility of 3.89%. This indicates that VFIDX experiences smaller price fluctuations and is considered to be less risky than VBLAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.