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VPLS vs. VCPAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Performance

VPLS vs. VCPAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Core-Plus Bond ETF (VPLS) and Vanguard Core-Plus Bond Fund Admiral Shares (VCPAX). The values are adjusted to include any dividend payments, if applicable.

0.00%2.00%4.00%6.00%JuneJulyAugustSeptemberOctoberNovember
3.91%
3.77%
VPLS
VCPAX

Returns By Period

In the year-to-date period, VPLS achieves a 3.04% return, which is significantly higher than VCPAX's 2.88% return.


VPLS

YTD

3.04%

1M

-0.37%

6M

3.91%

1Y

N/A

5Y (annualized)

N/A

10Y (annualized)

N/A

VCPAX

YTD

2.88%

1M

-0.29%

6M

3.76%

1Y

7.76%

5Y (annualized)

N/A

10Y (annualized)

N/A

Key characteristics


VPLSVCPAX
Daily Std Dev5.12%5.25%
Max Drawdown-3.08%-17.25%
Current Drawdown-2.84%-4.72%

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VPLS vs. VCPAX - Expense Ratio Comparison

Both VPLS and VCPAX have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


VPLS
Vanguard Core-Plus Bond ETF
Expense ratio chart for VPLS: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%
Expense ratio chart for VCPAX: current value at 0.20% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.20%

Correlation

-0.50.00.51.01.0

The correlation between VPLS and VCPAX is 0.97, 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.

Risk-Adjusted Performance

VPLS vs. VCPAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Core-Plus Bond ETF (VPLS) and Vanguard Core-Plus Bond Fund Admiral Shares (VCPAX). 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.


Sharpe ratio
No data
VPLS
VCPAX

Chart placeholderNot enough data

Dividends

VPLS vs. VCPAX - Dividend Comparison

VPLS's dividend yield for the trailing twelve months is around 3.85%, less than VCPAX's 4.81% yield.


TTM202320222021
VPLS
Vanguard Core-Plus Bond ETF
3.85%0.18%0.00%0.00%
VCPAX
Vanguard Core-Plus Bond Fund Admiral Shares
4.81%4.54%3.26%0.27%

Drawdowns

VPLS vs. VCPAX - Drawdown Comparison

The maximum VPLS drawdown since its inception was -3.08%, smaller than the maximum VCPAX drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for VPLS and VCPAX. For additional features, visit the drawdowns tool.


-3.50%-3.00%-2.50%-2.00%-1.50%-1.00%-0.50%0.00%JuneJulyAugustSeptemberOctoberNovember
-2.84%
-2.91%
VPLS
VCPAX

Volatility

VPLS vs. VCPAX - Volatility Comparison

The current volatility for Vanguard Core-Plus Bond ETF (VPLS) is 1.26%, while Vanguard Core-Plus Bond Fund Admiral Shares (VCPAX) has a volatility of 1.37%. This indicates that VPLS experiences smaller price fluctuations and is considered to be less risky than VCPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%1.20%1.40%1.60%JuneJulyAugustSeptemberOctoberNovember
1.26%
1.37%
VPLS
VCPAX