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VLTCX vs. QLTA
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VLTCX vs. QLTA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX) and iShares Aaa - A Rated Corporate Bond ETF (QLTA). The values are adjusted to include any dividend payments, if applicable.

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VLTCX vs. QLTA - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VLTCX
Vanguard Long-Term Corporate Bond Index Fund Admiral Shares
-1.46%7.27%-1.47%11.05%-25.77%-1.16%13.68%23.19%-6.85%12.40%
QLTA
iShares Aaa - A Rated Corporate Bond ETF
-0.32%7.36%1.23%7.60%-15.14%-2.32%9.62%12.54%-2.27%5.69%

Returns By Period

In the year-to-date period, VLTCX achieves a -1.46% return, which is significantly lower than QLTA's -0.32% return. Over the past 10 years, VLTCX has outperformed QLTA with an annualized return of 2.52%, while QLTA has yielded a comparatively lower 2.09% annualized return.


VLTCX

1D
1.01%
1M
-3.70%
YTD
-1.46%
6M
-1.93%
1Y
3.19%
3Y*
3.01%
5Y*
-1.45%
10Y*
2.52%

QLTA

1D
0.51%
1M
-1.78%
YTD
-0.32%
6M
0.33%
1Y
4.58%
3Y*
3.95%
5Y*
0.23%
10Y*
2.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VLTCX vs. QLTA - Expense Ratio Comparison

VLTCX has a 0.07% expense ratio, which is lower than QLTA'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%.


Return for Risk

VLTCX vs. QLTA — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VLTCX
VLTCX Risk / Return Rank: 1919
Overall Rank
VLTCX Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
VLTCX Sortino Ratio Rank: 1414
Sortino Ratio Rank
VLTCX Omega Ratio Rank: 1313
Omega Ratio Rank
VLTCX Calmar Ratio Rank: 3030
Calmar Ratio Rank
VLTCX Martin Ratio Rank: 1919
Martin Ratio Rank

QLTA
QLTA Risk / Return Rank: 5252
Overall Rank
QLTA Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
QLTA Sortino Ratio Rank: 4646
Sortino Ratio Rank
QLTA Omega Ratio Rank: 4242
Omega Ratio Rank
QLTA Calmar Ratio Rank: 6969
Calmar Ratio Rank
QLTA Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VLTCX vs. QLTA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX) and iShares Aaa - A Rated Corporate Bond ETF (QLTA). 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.


VLTCXQLTADifference

Sharpe ratio

Return per unit of total volatility

0.41

0.86

-0.45

Sortino ratio

Return per unit of downside risk

0.61

1.21

-0.60

Omega ratio

Gain probability vs. loss probability

1.08

1.16

-0.08

Calmar ratio

Return relative to maximum drawdown

0.85

1.70

-0.85

Martin ratio

Return relative to average drawdown

1.99

5.04

-3.05

VLTCX vs. QLTA - Sharpe Ratio Comparison

The current VLTCX Sharpe Ratio is 0.41, which is lower than the QLTA Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of VLTCX and QLTA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VLTCXQLTADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.41

0.86

-0.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.12

0.03

-0.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.24

0.30

-0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.44

0.39

+0.04

Correlation

The correlation between VLTCX and QLTA is 0.85, 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.


Dividends

VLTCX vs. QLTA - Dividend Comparison

VLTCX's dividend yield for the trailing twelve months is around 5.16%, more than QLTA's 4.38% yield.


TTM20252024202320222021202020192018201720162015
VLTCX
Vanguard Long-Term Corporate Bond Index Fund Admiral Shares
5.16%5.48%5.58%4.65%4.41%3.03%3.15%3.82%4.56%4.01%4.37%4.71%
QLTA
iShares Aaa - A Rated Corporate Bond ETF
4.38%4.33%4.11%3.39%2.79%1.96%2.31%2.99%3.09%2.67%2.59%2.99%

Drawdowns

VLTCX vs. QLTA - Drawdown Comparison

The maximum VLTCX drawdown since its inception was -34.56%, which is greater than QLTA's maximum drawdown of -22.27%. Use the drawdown chart below to compare losses from any high point for VLTCX and QLTA.


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Drawdown Indicators


VLTCXQLTADifference

Max Drawdown

Largest peak-to-trough decline

-34.56%

-22.27%

-12.29%

Max Drawdown (1Y)

Largest decline over 1 year

-5.29%

-2.81%

-2.48%

Max Drawdown (5Y)

Largest decline over 5 years

-34.56%

-21.36%

-13.20%

Max Drawdown (10Y)

Largest decline over 10 years

-34.56%

-22.27%

-12.29%

Current Drawdown

Current decline from peak

-16.08%

-4.02%

-12.06%

Average Drawdown

Average peak-to-trough decline

-7.97%

-4.69%

-3.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.26%

0.95%

+1.31%

Volatility

VLTCX vs. QLTA - Volatility Comparison

Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX) has a higher volatility of 3.47% compared to iShares Aaa - A Rated Corporate Bond ETF (QLTA) at 2.20%. This indicates that VLTCX's price experiences larger fluctuations and is considered to be riskier than QLTA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VLTCXQLTADifference

Volatility (1M)

Calculated over the trailing 1-month period

3.47%

2.20%

+1.27%

Volatility (6M)

Calculated over the trailing 6-month period

5.29%

3.04%

+2.25%

Volatility (1Y)

Calculated over the trailing 1-year period

8.94%

5.33%

+3.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.87%

7.22%

+4.65%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

10.59%

7.02%

+3.57%