VTBNX vs. VTSAX

In the year-to-date period, VTBNX achieves a 2.18% return, which is significantly higher than VTSAX's 0.53% return.

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VTBNX has a 0.02% expense ratio, which is lower than VTSAX's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market II Index Fund (VTBNX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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 VTBNX Sharpe Ratio is 1.12, which is higher than the VTSAX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of VTBNX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTBNX's dividend yield for the trailing twelve months is around 3.86%, more than VTSAX's 1.28% yield.

The maximum VTBNX drawdown since its inception was -18.58%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for VTBNX and VTSAX.

The current volatility for Vanguard Total Bond Market II Index Fund (VTBNX) is 1.42%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 4.96%. This indicates that VTBNX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.