VICSX vs. VLTCX
Compare and contrast key facts about Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX) and Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX).
VICSX is managed by Vanguard. It was launched on Mar 2, 2010. VLTCX is managed by Vanguard. It was launched on Jan 19, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VICSX or VLTCX.
Key characteristics
| VICSX | VLTCX | |
|---|---|---|
| YTD Return | 4.21% | 1.82% |
| 1Y Return | 12.51% | 15.90% |
| 3Y Return (Ann) | -1.29% | -6.36% |
| 5Y Return (Ann) | 1.13% | -0.59% |
| 10Y Return (Ann) | 2.80% | 2.83% |
| Sharpe Ratio | 2.04 | 1.30 |
| Sortino Ratio | 3.07 | 1.90 |
| Omega Ratio | 1.37 | 1.22 |
| Calmar Ratio | 0.75 | 0.48 |
| Martin Ratio | 9.03 | 4.12 |
| Ulcer Index | 1.29% | 3.42% |
| Daily Std Dev | 5.73% | 10.87% |
| Max Drawdown | -21.03% | -34.55% |
| Current Drawdown | -5.05% | -17.94% |
Correlation
The correlation between VICSX and VLTCX is 0.91, 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
VICSX vs. VLTCX - Performance Comparison
In the year-to-date period, VICSX achieves a 4.21% return, which is significantly higher than VLTCX's 1.82% return. Both investments have delivered pretty close results over the past 10 years, with VICSX having a 2.80% annualized return and VLTCX not far ahead at 2.83%. 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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VICSX vs. VLTCX - Expense Ratio Comparison
Both VICSX and VLTCX have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VICSX vs. VLTCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX) and Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX). 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
VICSX vs. VLTCX - Dividend Comparison
VICSX's dividend yield for the trailing twelve months is around 4.24%, less than VLTCX's 4.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VICSX Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares | 4.24% | 3.70% | 3.00% | 2.20% | 2.56% | 3.36% | 3.62% | 3.22% | 3.30% | 3.36% | 3.20% | 3.26% |
VLTCX Vanguard Long-Term Corporate Bond Index Fund Admiral Shares | 4.87% | 4.65% | 4.41% | 3.04% | 3.15% | 3.82% | 4.56% | 4.01% | 4.37% | 4.71% | 4.32% | 4.88% |
Drawdowns
VICSX vs. VLTCX - Drawdown Comparison
The maximum VICSX drawdown since its inception was -21.03%, smaller than the maximum VLTCX drawdown of -34.55%. Use the drawdown chart below to compare losses from any high point for VICSX and VLTCX. For additional features, visit the drawdowns tool.
Volatility
VICSX vs. VLTCX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares (VICSX) is 1.58%, while Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX) has a volatility of 3.61%. This indicates that VICSX experiences smaller price fluctuations and is considered to be less risky than VLTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.