VIIGX vs. VBIAX
Compare and contrast key facts about Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX).
VIIGX is managed by Vanguard. It was launched on Mar 19, 2010. VBIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
VIIGX vs. VBIAX - Performance Comparison
Loading graphics...
VIIGX vs. VBIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIIGX Vanguard Intermediate-Term Treasury Index Fund Institutional Shares | -0.07% | 7.38% | 1.62% | 4.39% | -10.65% | -2.38% | 7.65% | 6.32% | 1.36% | 1.60% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | -2.43% | 13.61% | 14.58% | 17.54% | -16.90% | 14.21% | 16.40% | 21.78% | -2.86% | 13.89% |
Returns By Period
In the year-to-date period, VIIGX achieves a -0.07% return, which is significantly higher than VBIAX's -2.43% return. Over the past 10 years, VIIGX has underperformed VBIAX with an annualized return of 1.37%, while VBIAX has yielded a comparatively higher 8.97% annualized return.
VIIGX
- 1D
- 0.12%
- 1M
- -1.23%
- YTD
- -0.07%
- 6M
- 0.72%
- 1Y
- 3.85%
- 3Y*
- 3.39%
- 5Y*
- 0.37%
- 10Y*
- 1.37%
VBIAX
- 1D
- 1.84%
- 1M
- -3.62%
- YTD
- -2.43%
- 6M
- -0.89%
- 1Y
- 12.55%
- 3Y*
- 12.24%
- 5Y*
- 6.52%
- 10Y*
- 8.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VIIGX vs. VBIAX - Expense Ratio Comparison
VIIGX has a 0.05% expense ratio, which is lower than VBIAX's 0.07% 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%.
Return for Risk
VIIGX vs. VBIAX — Risk / Return Rank
VIIGX
VBIAX
VIIGX vs. VBIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) and Vanguard Balanced Index Fund Admiral Shares (VBIAX). 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.
| VIIGX | VBIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 1.14 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.70 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.25 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.71 | +0.08 |
Martin ratioReturn relative to average drawdown | 5.55 | 8.03 | -2.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VIIGX | VBIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 1.14 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.07 | 0.59 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.80 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.61 | -0.10 |
Correlation
The correlation between VIIGX and VBIAX is -0.08. 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
VIIGX vs. VBIAX - Dividend Comparison
VIIGX's dividend yield for the trailing twelve months is around 3.48%, less than VBIAX's 5.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIIGX Vanguard Intermediate-Term Treasury Index Fund Institutional Shares | 3.48% | 3.78% | 3.97% | 2.71% | 1.73% | 1.91% | 2.23% | 2.23% | 2.07% | 1.68% | 1.64% | 1.72% |
VBIAX Vanguard Balanced Index Fund Admiral Shares | 5.74% | 6.00% | 5.27% | 4.35% | 2.83% | 3.19% | 2.65% | 2.28% | 2.32% | 1.95% | 2.09% | 2.09% |
Drawdowns
VIIGX vs. VBIAX - Drawdown Comparison
The maximum VIIGX drawdown since its inception was -15.96%, smaller than the maximum VBIAX drawdown of -35.90%. Use the drawdown chart below to compare losses from any high point for VIIGX and VBIAX.
Loading graphics...
Drawdown Indicators
| VIIGX | VBIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.96% | -35.90% | +19.94% |
Max Drawdown (1Y)Largest decline over 1 year | -2.39% | -7.78% | +5.39% |
Max Drawdown (5Y)Largest decline over 5 years | -15.09% | -21.53% | +6.44% |
Max Drawdown (10Y)Largest decline over 10 years | -15.96% | -22.78% | +6.82% |
Current DrawdownCurrent decline from peak | -1.68% | -4.10% | +2.42% |
Average DrawdownAverage peak-to-trough decline | -3.43% | -4.47% | +1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.77% | 1.66% | -0.89% |
Volatility
VIIGX vs. VBIAX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Treasury Index Fund Institutional Shares (VIIGX) is 1.37%, while Vanguard Balanced Index Fund Admiral Shares (VBIAX) has a volatility of 3.71%. This indicates that VIIGX experiences smaller price fluctuations and is considered to be less risky than VBIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VIIGX | VBIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.37% | 3.71% | -2.34% |
Volatility (6M)Calculated over the trailing 6-month period | 2.29% | 6.20% | -3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.83% | 11.39% | -7.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.32% | 11.05% | -5.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.45% | 11.18% | -6.73% |