VTEI vs. VWITX

In the year-to-date period, VTEI achieves a -0.69% return, which is significantly higher than VWITX's -0.87% return.

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VTEI has a 0.08% expense ratio, which is lower than VWITX's 0.17% 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 Intermediate-Term Tax-Exempt Bond ETF (VTEI) and Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX). 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 VTEI Sharpe Ratio is 0.45, which is comparable to the VWITX Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of VTEI and VWITX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTEI's dividend yield for the trailing twelve months is around 3.08%, less than VWITX's 3.15% yield.

The maximum VTEI drawdown since its inception was -3.64%, smaller than the maximum VWITX drawdown of -11.56%. Use the drawdown chart below to compare losses from any high point for VTEI and VWITX. For additional features, visit the drawdowns tool.

Vanguard Intermediate-Term Tax-Exempt Bond ETF (VTEI) and Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) have volatilities of 0.78% and 0.81%, 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.