VMATX vs. VTEB

In the year-to-date period, VMATX achieves a -1.90% return, which is significantly lower than VTEB's -1.35% return.

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VMATX has a 0.13% expense ratio, which is higher than VTEB'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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Massachusetts Tax-Exempt Fund (VMATX) and Vanguard Tax-Exempt Bond ETF (VTEB). 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.

The current VMATX Sharpe Ratio is 0.03, which is lower than the VTEB Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of VMATX and VTEB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VMATX's dividend yield for the trailing twelve months is around 3.27%, which matches VTEB's 3.27% yield.

The maximum VMATX drawdown since its inception was -16.24%, roughly equal to the maximum VTEB drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for VMATX and VTEB. For additional features, visit the drawdowns tool.