VTEB vs. VWIUX
Compare and contrast key facts about Vanguard Tax-Exempt Bond ETF (VTEB) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX).
VTEB is a passively managed fund by Vanguard that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Aug 21, 2015. VWIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTEB or VWIUX.
Correlation
The correlation between VTEB and VWIUX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VTEB vs. VWIUX - Performance Comparison
Key characteristics
VTEB:
0.16
VWIUX:
0.34
VTEB:
0.23
VWIUX:
0.46
VTEB:
1.03
VWIUX:
1.08
VTEB:
0.16
VWIUX:
0.34
VTEB:
0.53
VWIUX:
1.27
VTEB:
1.39%
VWIUX:
1.13%
VTEB:
4.72%
VWIUX:
4.31%
VTEB:
-17.00%
VWIUX:
-11.49%
VTEB:
-3.49%
VWIUX:
-2.81%
Returns By Period
In the year-to-date period, VTEB achieves a -1.92% return, which is significantly lower than VWIUX's -1.35% return.
VTEB
-1.92%
-1.39%
-1.44%
0.86%
0.91%
N/A
VWIUX
-1.35%
-1.44%
-0.63%
1.45%
1.30%
2.07%
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VTEB vs. VWIUX - Expense Ratio Comparison
VTEB has a 0.05% expense ratio, which is lower than VWIUX's 0.09% 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%.
Risk-Adjusted Performance
VTEB vs. VWIUX — Risk-Adjusted Performance Rank
VTEB
VWIUX
VTEB vs. VWIUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Tax-Exempt Bond ETF (VTEB) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). 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.
Dividends
VTEB vs. VWIUX - Dividend Comparison
VTEB's dividend yield for the trailing twelve months is around 3.26%, more than VWIUX's 3.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTEB Vanguard Tax-Exempt Bond ETF | 3.26% | 3.14% | 2.79% | 2.09% | 1.65% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% | 0.00% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 3.22% | 3.10% | 2.79% | 2.50% | 2.16% | 2.40% | 2.68% | 2.89% | 2.83% | 2.92% | 2.97% | 3.13% |
Drawdowns
VTEB vs. VWIUX - Drawdown Comparison
The maximum VTEB drawdown since its inception was -17.00%, which is greater than VWIUX's maximum drawdown of -11.49%. Use the drawdown chart below to compare losses from any high point for VTEB and VWIUX. For additional features, visit the drawdowns tool.
Volatility
VTEB vs. VWIUX - Volatility Comparison
The current volatility for Vanguard Tax-Exempt Bond ETF (VTEB) is 3.08%, while Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) has a volatility of 3.28%. This indicates that VTEB experiences smaller price fluctuations and is considered to be less risky than VWIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.