VFIUX vs. VBILX
Compare and contrast key facts about Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) and Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX).
VFIUX is managed by Vanguard. It was launched on Feb 12, 2001. VBILX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIUX or VBILX.
Key characteristics
| VFIUX | VBILX | |
|---|---|---|
| YTD Return | 4.68% | 5.07% |
| 1Y Return | 10.23% | 12.04% |
| 3Y Return (Ann) | -1.18% | -1.60% |
| 5Y Return (Ann) | 0.71% | 0.82% |
| 10Y Return (Ann) | 1.72% | 2.30% |
| Sharpe Ratio | 1.70 | 1.75 |
| Daily Std Dev | 5.75% | 6.48% |
| Max Drawdown | -15.31% | -18.96% |
| Current Drawdown | -4.74% | -5.60% |
Correlation
The correlation between VFIUX and VBILX is 0.96, 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
VFIUX vs. VBILX - Performance Comparison
In the year-to-date period, VFIUX achieves a 4.68% return, which is significantly lower than VBILX's 5.07% return. Over the past 10 years, VFIUX has underperformed VBILX with an annualized return of 1.72%, while VBILX has yielded a comparatively higher 2.30% annualized 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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VFIUX vs. VBILX - Expense Ratio Comparison
VFIUX has a 0.10% expense ratio, which is higher than VBILX'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%.
Risk-Adjusted Performance
VFIUX vs. VBILX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) and Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX). 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
VFIUX vs. VBILX - Dividend Comparison
VFIUX's dividend yield for the trailing twelve months is around 3.91%, more than VBILX's 3.46% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIUX Vanguard Intermediate-Term Treasury Fund Admiral Shares | 3.91% | 3.56% | 2.07% | 1.19% | 4.96% | 2.41% | 2.44% | 1.85% | 2.87% | 2.46% | 1.96% | 1.97% |
VBILX Vanguard Intermediate-Term Bond Index Fund Admiral Shares | 3.46% | 3.09% | 2.39% | 3.38% | 2.93% | 2.73% | 2.85% | 2.73% | 3.06% | 2.85% | 3.18% | 3.94% |
Drawdowns
VFIUX vs. VBILX - Drawdown Comparison
The maximum VFIUX drawdown since its inception was -15.31%, smaller than the maximum VBILX drawdown of -18.96%. Use the drawdown chart below to compare losses from any high point for VFIUX and VBILX. For additional features, visit the drawdowns tool.
Volatility
VFIUX vs. VBILX - Volatility Comparison
Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) and Vanguard Intermediate-Term Bond Index Fund Admiral Shares (VBILX) have volatilities of 1.12% and 1.10%, 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.