VIIGX vs. IEF
Compare and contrast key facts about Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) and iShares 7-10 Year Treasury Bond ETF (IEF).
VIIGX is managed by Vanguard. It was launched on Mar 19, 2010. IEF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Bond Index. It was launched on Jul 26, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIIGX or IEF.
Correlation
The correlation between VIIGX and IEF is 0.97, 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
VIIGX vs. IEF - Performance Comparison
Key characteristics
VIIGX:
0.23
IEF:
-0.07
VIIGX:
0.36
IEF:
-0.06
VIIGX:
1.04
IEF:
0.99
VIIGX:
0.08
IEF:
-0.02
VIIGX:
0.57
IEF:
-0.18
VIIGX:
1.91%
IEF:
2.86%
VIIGX:
4.67%
IEF:
6.73%
VIIGX:
-17.19%
IEF:
-23.93%
VIIGX:
-10.20%
IEF:
-17.25%
Returns By Period
In the year-to-date period, VIIGX achieves a 0.92% return, which is significantly higher than IEF's -0.46% return. Over the past 10 years, VIIGX has outperformed IEF with an annualized return of 0.97%, while IEF has yielded a comparatively lower 0.74% annualized return.
VIIGX
0.92%
-0.37%
1.01%
1.17%
-0.46%
0.97%
IEF
-0.46%
-0.42%
0.28%
-0.35%
-1.44%
0.74%
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VIIGX vs. IEF - Expense Ratio Comparison
VIIGX has a 0.05% expense ratio, which is lower than IEF's 0.15% expense ratio. Despite the difference, 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
VIIGX vs. IEF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) and iShares 7-10 Year Treasury Bond ETF (IEF). 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
VIIGX vs. IEF - Dividend Comparison
VIIGX's dividend yield for the trailing twelve months is around 3.02%, less than IEF's 3.61% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIIGX Vanguard Intermediate-Term Treasury Index Fund Institutional Shares | 3.02% | 2.72% | 1.74% | 1.13% | 1.53% | 2.23% | 2.07% | 1.68% | 1.58% | 1.68% | 1.59% | 1.38% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.61% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% | 2.05% | 1.77% |
Drawdowns
VIIGX vs. IEF - Drawdown Comparison
The maximum VIIGX drawdown since its inception was -17.19%, smaller than the maximum IEF drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for VIIGX and IEF. For additional features, visit the drawdowns tool.
Volatility
VIIGX vs. IEF - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) is 1.24%, while iShares 7-10 Year Treasury Bond ETF (IEF) has a volatility of 1.89%. This indicates that VIIGX experiences smaller price fluctuations and is considered to be less risky than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.