VTHRX vs. VBTIX

The year-to-date returns for both stocks are quite close, with VTHRX having a 1.90% return and VBTIX slightly lower at 1.82%. Over the past 10 years, VTHRX has outperformed VBTIX with an annualized return of 4.75%, while VBTIX has yielded a comparatively lower 1.46% annualized return.

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VTHRX has a 0.08% expense ratio, which is higher than VBTIX's 0.04% expense ratio. However, 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 Target Retirement 2030 Fund (VTHRX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX). 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 VTHRX Sharpe Ratio is 0.70, which is comparable to the VBTIX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of VTHRX and VBTIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VTHRX's dividend yield for the trailing twelve months is around 2.68%, less than VBTIX's 3.45% yield.

The maximum VTHRX drawdown since its inception was -49.57%, which is greater than VBTIX's maximum drawdown of -19.01%. Use the drawdown chart below to compare losses from any high point for VTHRX and VBTIX. For additional features, visit the drawdowns tool.