VTINX vs. VEGBX
Compare and contrast key facts about Vanguard Target Retirement Income Fund (VTINX) and Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX).
VTINX is managed by Vanguard. It was launched on Oct 27, 2003. VEGBX is managed by Vanguard. It was launched on Dec 6, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTINX or VEGBX.
Key characteristics
| VTINX | VEGBX | |
|---|---|---|
| YTD Return | 7.36% | 8.81% |
| 1Y Return | 13.43% | 17.23% |
| 3Y Return (Ann) | 1.46% | 1.69% |
| 5Y Return (Ann) | 4.26% | 4.64% |
| Sharpe Ratio | 2.39 | 2.89 |
| Daily Std Dev | 5.52% | 5.89% |
| Max Drawdown | -19.96% | -24.27% |
| Current Drawdown | -0.36% | -0.17% |
Correlation
The correlation between VTINX and VEGBX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VTINX vs. VEGBX - Performance Comparison
In the year-to-date period, VTINX achieves a 7.36% return, which is significantly lower than VEGBX's 8.81% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VTINX vs. VEGBX - Expense Ratio Comparison
VTINX has a 0.08% expense ratio, which is lower than VEGBX's 0.40% expense ratio.
Risk-Adjusted Performance
VTINX vs. VEGBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Target Retirement Income Fund (VTINX) and Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX). 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
VTINX vs. VEGBX - Dividend Comparison
VTINX's dividend yield for the trailing twelve months is around 4.15%, less than VEGBX's 6.90% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTINX Vanguard Target Retirement Income Fund | 4.15% | 4.01% | 3.08% | 8.63% | 3.42% | 2.62% | 4.19% | 2.51% | 2.27% | 3.53% | 2.16% | 3.20% |
VEGBX Vanguard Emerging Markets Bond Fund Admiral Shares | 6.90% | 7.20% | 5.61% | 5.35% | 4.62% | 6.42% | 5.00% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VTINX vs. VEGBX - Drawdown Comparison
The maximum VTINX drawdown since its inception was -19.96%, smaller than the maximum VEGBX drawdown of -24.27%. Use the drawdown chart below to compare losses from any high point for VTINX and VEGBX. For additional features, visit the drawdowns tool.
Volatility
VTINX vs. VEGBX - Volatility Comparison
Vanguard Target Retirement Income Fund (VTINX) has a higher volatility of 1.30% compared to Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) at 0.84%. This indicates that VTINX's price experiences larger fluctuations and is considered to be riskier than VEGBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.