VTHRX vs. VBTIX
Compare and contrast key facts about Vanguard Target Retirement 2030 Fund (VTHRX) and Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX).
VTHRX is managed by Vanguard. It was launched on Jun 7, 2006. VBTIX is managed by Vanguard. It was launched on Sep 18, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTHRX or VBTIX.
Performance
VTHRX vs. VBTIX - Performance Comparison
Returns By Period
In the year-to-date period, VTHRX achieves a 10.95% return, which is significantly higher than VBTIX's 1.37% return. Over the past 10 years, VTHRX has outperformed VBTIX with an annualized return of 6.93%, while VBTIX has yielded a comparatively lower 1.36% annualized return.
VTHRX
10.95%
-1.23%
5.34%
17.60%
7.14%
6.93%
VBTIX
1.37%
-1.44%
3.05%
6.45%
-0.36%
1.36%
Key characteristics
| VTHRX | VBTIX | |
|---|---|---|
| Sharpe Ratio | 2.12 | 1.18 |
| Sortino Ratio | 3.05 | 1.75 |
| Omega Ratio | 1.41 | 1.21 |
| Calmar Ratio | 2.03 | 0.45 |
| Martin Ratio | 12.57 | 3.87 |
| Ulcer Index | 1.44% | 1.73% |
| Daily Std Dev | 8.52% | 5.65% |
| Max Drawdown | -49.57% | -19.01% |
| Current Drawdown | -1.38% | -9.20% |
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VTHRX vs. VBTIX - Expense Ratio Comparison
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%.
Correlation
The correlation between VTHRX and VBTIX is -0.13. 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.
Risk-Adjusted Performance
VTHRX vs. VBTIX - Risk-Adjusted Performance Comparison
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.
Dividends
VTHRX vs. VBTIX - Dividend Comparison
VTHRX's dividend yield for the trailing twelve months is around 2.33%, less than VBTIX's 3.60% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTHRX Vanguard Target Retirement 2030 Fund | 2.33% | 2.59% | 2.05% | 2.14% | 1.63% | 2.38% | 2.49% | 1.99% | 1.97% | 2.15% | 1.92% | 1.78% |
VBTIX Vanguard Total Bond Market Index Fund Institutional Shares | 3.60% | 3.12% | 2.54% | 1.91% | 2.25% | 2.74% | 2.78% | 2.53% | 2.49% | 2.51% | 2.57% | 2.56% |
Drawdowns
VTHRX vs. VBTIX - Drawdown Comparison
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.
Volatility
VTHRX vs. VBTIX - Volatility Comparison
Vanguard Target Retirement 2030 Fund (VTHRX) has a higher volatility of 2.13% compared to Vanguard Total Bond Market Index Fund Institutional Shares (VBTIX) at 1.63%. This indicates that VTHRX's price experiences larger fluctuations and is considered to be riskier than VBTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.