VFIJX vs. VBTIX

The year-to-date returns for both stocks are quite close, with VFIJX having a 2.15% return and VBTIX slightly lower at 2.14%. Over the past 10 years, VFIJX has underperformed VBTIX with an annualized return of 1.13%, while VBTIX has yielded a comparatively higher 1.52% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

VFIJX has a 0.11% expense ratio, which is higher than VBTIX's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard GNMA Fund Admiral Shares (VFIJX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX). 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.

The current VFIJX Sharpe Ratio is 1.16, which is comparable to the VBTIX Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of VFIJX and VBTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFIJX's dividend yield for the trailing twelve months is around 3.73%, less than VBTIX's 3.78% yield.

The maximum VFIJX drawdown since its inception was -15.95%, smaller than the maximum VBTIX drawdown of -18.66%. Use the drawdown chart below to compare losses from any high point for VFIJX and VBTIX.

Vanguard GNMA Fund Admiral Shares (VFIJX) has a higher volatility of 1.50% compared to Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) at 1.42%. This indicates that VFIJX's price experiences larger fluctuations and is considered to be riskier than VBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.