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VTEB vs. VO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VTEB vs. VO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Tax-Exempt Bond ETF (VTEB) and Vanguard Mid-Cap ETF (VO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VTEB achieves a 1.44% return, which is significantly lower than VO's 10.43% return. Over the past 10 years, VTEB has underperformed VO with an annualized return of 2.03%, while VO has yielded a comparatively higher 11.77% annualized return.


VTEB

1D
-0.08%
1M
0.68%
YTD
1.44%
6M
1.95%
1Y
6.33%
3Y*
3.44%
5Y*
0.80%
10Y*
2.03%

VO

1D
0.97%
1M
3.61%
YTD
10.43%
6M
9.31%
1Y
18.17%
3Y*
15.74%
5Y*
7.79%
10Y*
11.77%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VTEB vs. VO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VTEB
Vanguard Tax-Exempt Bond ETF
1.44%3.72%1.31%6.15%-7.99%1.14%5.19%7.35%1.04%4.87%
VO
Vanguard Mid-Cap ETF
10.43%11.62%15.31%16.03%-18.73%24.70%18.10%30.98%-9.24%19.28%

Correlation

The correlation between VTEB and VO is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.29

Correlation (3Y)
Calculated over the trailing 3-year period

0.27

Correlation (5Y)
Calculated over the trailing 5-year period

0.21

Correlation (10Y)
Calculated over the trailing 10-year period

0.08

Correlation (All Time)
Calculated using the full available price history since Aug 25, 2015

0.05

Over the past year, VTEB and VO have become more correlated (0.29) than their long-term average of 0.05, meaning their price movements have been converging.

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Return for Risk

VTEB vs. VO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VTEB
VTEB Risk / Return Rank: 7474
Overall Rank
VTEB Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
VTEB Sortino Ratio Rank: 8888
Sortino Ratio Rank
VTEB Omega Ratio Rank: 9090
Omega Ratio Rank
VTEB Calmar Ratio Rank: 5353
Calmar Ratio Rank
VTEB Martin Ratio Rank: 5454
Martin Ratio Rank

VO
VO Risk / Return Rank: 4949
Overall Rank
VO Sharpe Ratio Rank: 4747
Sharpe Ratio Rank
VO Sortino Ratio Rank: 4646
Sortino Ratio Rank
VO Omega Ratio Rank: 4444
Omega Ratio Rank
VO Calmar Ratio Rank: 5151
Calmar Ratio Rank
VO Martin Ratio Rank: 5555
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VTEB vs. VO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Tax-Exempt Bond ETF (VTEB) and Vanguard Mid-Cap ETF (VO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VTEBVODifference
Sharpe ratioReturn per unit of total volatility

+0.94

Sortino ratioReturn per unit of downside risk

+1.44

Omega ratioGain probability vs. loss probability

1.51

1.25

+0.26

Calmar ratioReturn relative to maximum drawdown

2.35

2.23

+0.11

Martin ratioReturn relative to average drawdown

8.30

8.44

-0.14

VTEB vs. VO - Sharpe Ratio Comparison

The current VTEB Sharpe Ratio is 2.38, which is higher than the VO Sharpe Ratio of 1.43. The chart below compares the historical Sharpe Ratios of VTEB and VO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VTEB vs. VO - Drawdown Comparison

The maximum VTEB drawdown since its inception was -17.00%, smaller than the maximum VO drawdown of -58.87%. Use the drawdown chart below to compare losses from any high point for VTEB and VO.


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Drawdown Indicators


VTEBVODifference

Max Drawdown

Largest peak-to-trough decline

-17.00%

-58.87%

+41.87%

Max Drawdown (1Y)

Largest decline over 1 year

-2.71%

-8.17%

+5.46%

Max Drawdown (3Y)

Largest decline over 3 years

-5.53%

-19.02%

+13.49%

Max Drawdown (5Y)

Largest decline over 5 years

-12.64%

-27.57%

+14.93%

Max Drawdown (10Y)

Largest decline over 10 years

-17.00%

-39.37%

+22.37%

Current Drawdown

Current decline from peak

-0.54%

-0.45%

-0.09%

Average Drawdown

Average peak-to-trough decline

-2.32%

-7.85%

+5.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

2.16%

-1.39%

Volatility

VTEB vs. VO - Volatility Comparison

The current volatility for Vanguard Tax-Exempt Bond ETF (VTEB) is 0.93%, while Vanguard Mid-Cap ETF (VO) has a volatility of 4.31%. This indicates that VTEB experiences smaller price fluctuations and is considered to be less risky than VO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VTEBVODifference

Volatility (1M)

Calculated over the trailing 1-month period

0.93%

4.31%

-3.38%

Volatility (6M)

Calculated over the trailing 6-month period

2.04%

9.71%

-7.67%

Volatility (1Y)

Calculated over the trailing 1-year period

2.70%

12.74%

-10.04%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.90%

17.65%

-13.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.26%

18.96%

-13.70%

VTEB vs. VO - Expense Ratio Comparison

Both VTEB and VO have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

VTEB vs. VO - Dividend Comparison

VTEB's dividend yield for the trailing twelve months is around 3.36%, more than VO's 1.36% yield.


PositionTTM20252024202320222021202020192018201720162015
VO
Vanguard Mid-Cap ETF
1.36%1.52%1.49%1.52%1.60%1.12%1.45%1.48%1.82%1.35%1.45%1.47%
VTEB
Vanguard Tax-Exempt Bond ETF
3.36%3.29%3.14%2.79%2.09%1.64%1.99%2.30%2.25%1.96%1.66%0.58%

Frequently Asked Questions


VTEB and VO have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

VO has higher volatility (4.31%) compared to VTEB (0.93%). In terms of maximum drawdown, VTEB dropped -17.00% vs VO's -58.87%.

On 10-year performance, VO leads with 11.77% vs 2.03% for VTEB. Both ETFs have the same 0.03% expense ratio. On volatility, VTEB has been the lower-risk option at 0.93%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, VO has performed better with a 11.77% return vs 2.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VTEB and VO have the same expense ratio: 0.03% per year.

VTEB has the higher dividend yield at 3.36%, compared with 1.36% for VO.

VTEB is categorized as Municipal Bonds, while VO is Mid Cap Blend Equities. VTEB tracks S&P National AMT-Free Municipal Bond Index, while VO tracks CRSP US Mid Cap Index.

VTEB currently has the higher Sharpe Ratio (2.38 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for VTEB and VO

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