VFIUX vs. VBTLX
Compare and contrast key facts about Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
VFIUX is managed by Vanguard. It was launched on Feb 12, 2001. VBTLX 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 VBTLX.
Correlation
The correlation between VFIUX and VBTLX is -0.21. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VFIUX vs. VBTLX - Performance Comparison
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Key characteristics
VFIUX:
1.15
VBTLX:
0.95
VFIUX:
1.75
VBTLX:
1.41
VFIUX:
1.21
VBTLX:
1.17
VFIUX:
0.40
VBTLX:
0.40
VFIUX:
2.79
VBTLX:
2.41
VFIUX:
2.09%
VBTLX:
2.09%
VFIUX:
5.12%
VBTLX:
5.35%
VFIUX:
-18.44%
VBTLX:
-18.68%
VFIUX:
-8.67%
VBTLX:
-7.43%
Returns By Period
In the year-to-date period, VFIUX achieves a 2.68% return, which is significantly higher than VBTLX's 1.71% return. Over the past 10 years, VFIUX has underperformed VBTLX with an annualized return of 0.86%, while VBTLX has yielded a comparatively higher 1.51% annualized return.
VFIUX
2.68%
0.20%
2.33%
6.06%
-1.53%
0.86%
VBTLX
1.71%
0.53%
0.76%
5.03%
-0.81%
1.51%
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VFIUX vs. VBTLX - Expense Ratio Comparison
VFIUX has a 0.10% expense ratio, which is higher than VBTLX's 0.05% 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. VBTLX — Risk-Adjusted Performance Rank
VFIUX
VBTLX
VFIUX vs. VBTLX - 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 Total Bond Market Index Fund Admiral Shares (VBTLX). 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.
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Dividends
VFIUX vs. VBTLX - Dividend Comparison
VFIUX's dividend yield for the trailing twelve months is around 3.72%, more than VBTLX's 3.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIUX Vanguard Intermediate-Term Treasury Fund Admiral Shares | 3.72% | 4.16% | 3.56% | 2.07% | 1.19% | 4.96% | 2.41% | 2.44% | 1.85% | 2.87% | 2.46% | 1.96% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.46% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
VFIUX vs. VBTLX - Drawdown Comparison
The maximum VFIUX drawdown since its inception was -18.44%, roughly equal to the maximum VBTLX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for VFIUX and VBTLX. For additional features, visit the drawdowns tool.
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Volatility
VFIUX vs. VBTLX - Volatility Comparison
Vanguard Intermediate-Term Treasury Fund Admiral Shares (VFIUX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) have volatilities of 1.56% and 1.61%, 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.
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