VNJTX vs. VT
Compare and contrast key facts about Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares (VNJTX) and Vanguard Total World Stock ETF (VT).
VNJTX is managed by Vanguard. It was launched on Feb 3, 1988. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008.
Performance
VNJTX vs. VT - Performance Comparison
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VNJTX vs. VT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VNJTX Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares | -0.65% | 4.89% | 2.69% | 8.04% | -10.31% | 2.62% | 6.02% | 9.27% | 1.53% | 8.37% |
VT Vanguard Total World Stock ETF | -1.71% | 22.43% | 16.49% | 22.02% | -18.00% | 18.27% | 16.59% | 26.81% | -9.76% | 24.50% |
Returns By Period
In the year-to-date period, VNJTX achieves a -0.65% return, which is significantly higher than VT's -1.71% return. Over the past 10 years, VNJTX has underperformed VT with an annualized return of 2.99%, while VT has yielded a comparatively higher 11.53% annualized return.
VNJTX
- 1D
- 0.18%
- 1M
- -2.77%
- YTD
- -0.65%
- 6M
- 1.24%
- 1Y
- 4.55%
- 3Y*
- 3.77%
- 5Y*
- 1.30%
- 10Y*
- 2.99%
VT
- 1D
- 3.08%
- 1M
- -6.22%
- YTD
- -1.71%
- 6M
- 1.42%
- 1Y
- 21.53%
- 3Y*
- 16.86%
- 5Y*
- 9.22%
- 10Y*
- 11.53%
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VNJTX vs. VT - Expense Ratio Comparison
VNJTX has a 0.17% expense ratio, which is higher than VT's 0.06% 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%.
Return for Risk
VNJTX vs. VT — Risk / Return Rank
VNJTX
VT
VNJTX vs. VT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares (VNJTX) and Vanguard Total World Stock ETF (VT). 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.
| VNJTX | VT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.25 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.84 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.27 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | 1.83 | -0.71 |
Martin ratioReturn relative to average drawdown | 3.56 | 8.51 | -4.95 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VNJTX | VT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.25 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.58 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.67 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.24 | 0.40 | +0.84 |
Correlation
The correlation between VNJTX and VT is -0.09. 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
VNJTX vs. VT - Dividend Comparison
VNJTX's dividend yield for the trailing twelve months is around 3.62%, more than VT's 1.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VNJTX Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares | 3.62% | 4.42% | 3.97% | 3.26% | 3.14% | 2.84% | 3.71% | 4.06% | 3.93% | 4.03% | 4.51% | 3.70% |
VT Vanguard Total World Stock ETF | 1.82% | 1.82% | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% |
Drawdowns
VNJTX vs. VT - Drawdown Comparison
The maximum VNJTX drawdown since its inception was -15.71%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for VNJTX and VT.
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Drawdown Indicators
| VNJTX | VT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.71% | -50.27% | +34.56% |
Max Drawdown (1Y)Largest decline over 1 year | -5.12% | -11.84% | +6.72% |
Max Drawdown (5Y)Largest decline over 5 years | -15.71% | -26.38% | +10.67% |
Max Drawdown (10Y)Largest decline over 10 years | -15.71% | -34.24% | +18.53% |
Current DrawdownCurrent decline from peak | -2.77% | -6.89% | +4.12% |
Average DrawdownAverage peak-to-trough decline | -1.86% | -7.08% | +5.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.61% | 2.55% | -0.94% |
Volatility
VNJTX vs. VT - Volatility Comparison
The current volatility for Vanguard New Jersey Long-Term Tax-Exempt Fund Investor Shares (VNJTX) is 1.19%, while Vanguard Total World Stock ETF (VT) has a volatility of 6.33%. This indicates that VNJTX experiences smaller price fluctuations and is considered to be less risky than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VNJTX | VT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.19% | 6.33% | -5.14% |
Volatility (6M)Calculated over the trailing 6-month period | 1.88% | 9.95% | -8.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.32% | 17.24% | -11.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.51% | 15.98% | -11.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.54% | 17.20% | -12.66% |