VGSIX vs. VBTLX
Compare and contrast key facts about Vanguard Real Estate Index Fund (VGSIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
VGSIX is managed by Vanguard. It was launched on May 13, 1996. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
VGSIX vs. VBTLX - Performance Comparison
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VGSIX vs. VBTLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | -0.24% | 2.04% | 2.67% | 12.97% | -26.29% | 40.18% | -4.87% | 28.74% | -6.14% | 4.80% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | -0.49% | 7.17% | 1.26% | 5.74% | -13.16% | -1.81% | 7.72% | 8.73% | -0.25% | 3.56% |
Returns By Period
In the year-to-date period, VGSIX achieves a -0.24% return, which is significantly higher than VBTLX's -0.49% return. Over the past 10 years, VGSIX has outperformed VBTLX with an annualized return of 4.14%, while VBTLX has yielded a comparatively lower 1.60% annualized return.
VGSIX
- 1D
- 0.38%
- 1M
- -7.74%
- YTD
- -0.24%
- 6M
- -2.68%
- 1Y
- 0.17%
- 3Y*
- 5.09%
- 5Y*
- 2.35%
- 10Y*
- 4.14%
VBTLX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.49%
- 6M
- 0.50%
- 1Y
- 3.77%
- 3Y*
- 3.44%
- 5Y*
- 0.23%
- 10Y*
- 1.60%
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VGSIX vs. VBTLX - Expense Ratio Comparison
VGSIX has a 0.26% 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%.
Return for Risk
VGSIX vs. VBTLX — Risk / Return Rank
VGSIX
VBTLX
VGSIX vs. VBTLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Real Estate Index Fund (VGSIX) 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.
| VGSIX | VBTLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.06 | 1.00 | -0.93 |
Sortino ratioReturn per unit of downside risk | 0.20 | 1.44 | -1.24 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.18 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.08 | 1.78 | -1.70 |
Martin ratioReturn relative to average drawdown | 0.31 | 5.08 | -4.77 |
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
| VGSIX | VBTLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.06 | 1.00 | -0.93 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.04 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.32 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.76 | -0.42 |
Correlation
The correlation between VGSIX and VBTLX is -0.01. 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.
Dividends
VGSIX vs. VBTLX - Dividend Comparison
VGSIX's dividend yield for the trailing twelve months is around 3.84%, more than VBTLX's 3.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VGSIX Vanguard Real Estate Index Fund | 3.84% | 2.76% | 2.83% | 3.77% | 3.75% | 2.43% | 3.78% | 3.24% | 4.59% | 4.09% | 4.67% | 3.78% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.61% | 3.87% | 3.69% | 3.10% | 2.59% | 1.96% | 2.39% | 2.74% | 2.57% | 2.56% | 2.53% | 2.82% |
Drawdowns
VGSIX vs. VBTLX - Drawdown Comparison
The maximum VGSIX drawdown since its inception was -73.13%, which is greater than VBTLX's maximum drawdown of -18.81%. Use the drawdown chart below to compare losses from any high point for VGSIX and VBTLX.
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Drawdown Indicators
| VGSIX | VBTLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.13% | -18.81% | -54.32% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -2.73% | -9.72% |
Max Drawdown (5Y)Largest decline over 5 years | -34.58% | -18.14% | -16.44% |
Max Drawdown (10Y)Largest decline over 10 years | -42.35% | -18.81% | -23.54% |
Current DrawdownCurrent decline from peak | -12.98% | -3.06% | -9.92% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -2.67% | -9.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.16% | 0.96% | +2.20% |
Volatility
VGSIX vs. VBTLX - Volatility Comparison
Vanguard Real Estate Index Fund (VGSIX) has a higher volatility of 4.12% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 1.55%. This indicates that VGSIX's price experiences larger fluctuations and is considered to be riskier than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VGSIX | VBTLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 1.55% | +2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 9.12% | 2.59% | +6.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.31% | 4.37% | +11.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.88% | 5.98% | +12.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.85% | 4.97% | +15.88% |