VTEB vs. FTABX

In the year-to-date period, VTEB achieves a -1.21% return, which is significantly lower than FTABX's -1.08% return.

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VTEB has a 0.05% expense ratio, which is lower than FTABX's 0.25% 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 Tax-Exempt Bond ETF (VTEB) and Fidelity Tax-Free Bond Fund (FTABX). 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 VTEB Sharpe Ratio is 0.10, which is comparable to the FTABX Sharpe Ratio of 0.14. The chart below compares the historical Sharpe Ratios of VTEB and FTABX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTEB's dividend yield for the trailing twelve months is around 3.26%, more than FTABX's 3.12% yield.

The maximum VTEB drawdown since its inception was -17.00%, which is greater than FTABX's maximum drawdown of -15.78%. Use the drawdown chart below to compare losses from any high point for VTEB and FTABX. For additional features, visit the drawdowns tool.

Vanguard Tax-Exempt Bond ETF (VTEB) and Fidelity Tax-Free Bond Fund (FTABX) have volatilities of 1.27% and 1.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.