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VTES vs. MEAR
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VTES vs. MEAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Short-Term Tax-Exempt Bond ETF Shares (VTES) and iShares Short Maturity Municipal Bond ETF (MEAR). The values are adjusted to include any dividend payments, if applicable.

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VTES vs. MEAR - Yearly Performance Comparison


2026 (YTD)202520242023
VTES
Vanguard Short-Term Tax-Exempt Bond ETF Shares
0.02%4.19%1.85%3.32%
MEAR
iShares Short Maturity Municipal Bond ETF
0.47%3.76%3.40%3.25%

Returns By Period

In the year-to-date period, VTES achieves a 0.02% return, which is significantly lower than MEAR's 0.47% return.


VTES

1D
0.11%
1M
-1.24%
YTD
0.02%
6M
0.60%
1Y
3.45%
3Y*
2.61%
5Y*
10Y*

MEAR

1D
0.12%
1M
-0.31%
YTD
0.47%
6M
1.07%
1Y
3.12%
3Y*
3.50%
5Y*
2.30%
10Y*
1.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VTES vs. MEAR - Expense Ratio Comparison

VTES has a 0.07% expense ratio, which is lower than MEAR'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%.


Return for Risk

VTES vs. MEAR — Risk / Return Rank

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

VTES
VTES Risk / Return Rank: 8787
Overall Rank
VTES Sharpe Ratio Rank: 9090
Sharpe Ratio Rank
VTES Sortino Ratio Rank: 8989
Sortino Ratio Rank
VTES Omega Ratio Rank: 9696
Omega Ratio Rank
VTES Calmar Ratio Rank: 8383
Calmar Ratio Rank
VTES Martin Ratio Rank: 7575
Martin Ratio Rank

MEAR
MEAR Risk / Return Rank: 9797
Overall Rank
MEAR Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
MEAR Sortino Ratio Rank: 9797
Sortino Ratio Rank
MEAR Omega Ratio Rank: 9898
Omega Ratio Rank
MEAR Calmar Ratio Rank: 9494
Calmar Ratio Rank
MEAR Martin Ratio Rank: 9797
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.

VTES vs. MEAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Tax-Exempt Bond ETF Shares (VTES) and iShares Short Maturity Municipal Bond ETF (MEAR). 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.


VTESMEARDifference

Sharpe ratio

Return per unit of total volatility

1.91

2.71

-0.80

Sortino ratio

Return per unit of downside risk

2.43

3.63

-1.21

Omega ratio

Gain probability vs. loss probability

1.49

1.70

-0.21

Calmar ratio

Return relative to maximum drawdown

2.30

3.69

-1.39

Martin ratio

Return relative to average drawdown

7.44

20.82

-13.38

VTES vs. MEAR - Sharpe Ratio Comparison

The current VTES Sharpe Ratio is 1.91, which is comparable to the MEAR Sharpe Ratio of 2.71. The chart below compares the historical Sharpe Ratios of VTES and MEAR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VTESMEARDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.91

2.71

-0.80

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

2.37

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.15

Sharpe Ratio (All Time)

Calculated using the full available price history

1.76

1.09

+0.67

Correlation

The correlation between VTES and MEAR is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

VTES vs. MEAR - Dividend Comparison

VTES's dividend yield for the trailing twelve months is around 2.77%, less than MEAR's 2.87% yield.


TTM20252024202320222021202020192018201720162015
VTES
Vanguard Short-Term Tax-Exempt Bond ETF Shares
2.77%2.77%2.99%2.03%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MEAR
iShares Short Maturity Municipal Bond ETF
2.87%2.95%3.44%3.30%0.88%0.30%0.90%1.57%1.36%1.01%0.81%0.53%

Drawdowns

VTES vs. MEAR - Drawdown Comparison

The maximum VTES drawdown since its inception was -2.42%, smaller than the maximum MEAR drawdown of -2.68%. Use the drawdown chart below to compare losses from any high point for VTES and MEAR.


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Drawdown Indicators


VTESMEARDifference

Max Drawdown

Largest peak-to-trough decline

-2.42%

-2.68%

+0.26%

Max Drawdown (1Y)

Largest decline over 1 year

-1.59%

-0.86%

-0.73%

Max Drawdown (5Y)

Largest decline over 5 years

-1.12%

Max Drawdown (10Y)

Largest decline over 10 years

-2.68%

Current Drawdown

Current decline from peak

-1.24%

-0.35%

-0.89%

Average Drawdown

Average peak-to-trough decline

-0.48%

-0.19%

-0.29%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.49%

0.15%

+0.34%

Volatility

VTES vs. MEAR - Volatility Comparison

Vanguard Short-Term Tax-Exempt Bond ETF Shares (VTES) has a higher volatility of 0.69% compared to iShares Short Maturity Municipal Bond ETF (MEAR) at 0.36%. This indicates that VTES's price experiences larger fluctuations and is considered to be riskier than MEAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VTESMEARDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.69%

0.36%

+0.33%

Volatility (6M)

Calculated over the trailing 6-month period

0.96%

0.60%

+0.36%

Volatility (1Y)

Calculated over the trailing 1-year period

1.83%

1.16%

+0.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.75%

0.98%

+0.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.75%

1.52%

+0.23%