VNJUX vs. MUB

In the year-to-date period, VNJUX achieves a -2.46% return, which is significantly lower than MUB's -1.50% return. Over the past 10 years, VNJUX has outperformed MUB with an annualized return of 2.99%, while MUB has yielded a comparatively lower 1.98% annualized return.

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VNJUX has a 0.09% expense ratio, which is higher than MUB's 0.07% 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 New Jersey Long-Term Tax-Exempt Fund Admiral Shares (VNJUX) and iShares National AMT-Free Muni Bond ETF (MUB). 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 VNJUX Sharpe Ratio is 0.29, which is comparable to the MUB Sharpe Ratio of 0.30. The chart below compares the historical Sharpe Ratios of VNJUX and MUB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VNJUX's dividend yield for the trailing twelve months is around 3.32%, more than MUB's 3.15% yield.

The maximum VNJUX drawdown since its inception was -15.62%, which is greater than MUB's maximum drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for VNJUX and MUB.

The current volatility for Vanguard New Jersey Long-Term Tax-Exempt Fund Admiral Shares (VNJUX) is 0.85%, while iShares National AMT-Free Muni Bond ETF (MUB) has a volatility of 1.10%. This indicates that VNJUX experiences smaller price fluctuations and is considered to be less risky than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.