VUBFX vs. VLTCX
Compare and contrast key facts about Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) and Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX).
VUBFX is managed by Vanguard. It was launched on Feb 24, 2015. VLTCX is managed by Vanguard. It was launched on Jan 19, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUBFX or VLTCX.
Key characteristics
| VUBFX | VLTCX | |
|---|---|---|
| YTD Return | 4.79% | 1.67% |
| 1Y Return | 6.31% | 15.07% |
| 3Y Return (Ann) | 3.20% | -5.80% |
| 5Y Return (Ann) | 2.40% | -0.76% |
| Sharpe Ratio | 6.22 | 1.46 |
| Sortino Ratio | 12.31 | 2.14 |
| Omega Ratio | 3.68 | 1.25 |
| Calmar Ratio | 31.72 | 0.55 |
| Martin Ratio | 139.84 | 4.59 |
| Ulcer Index | 0.05% | 3.43% |
| Daily Std Dev | 1.02% | 10.76% |
| Max Drawdown | -1.86% | -34.55% |
| Current Drawdown | -0.10% | -18.06% |
Correlation
The correlation between VUBFX and VLTCX is 0.33, 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.
Performance
VUBFX vs. VLTCX - Performance Comparison
In the year-to-date period, VUBFX achieves a 4.79% return, which is significantly higher than VLTCX's 1.67% 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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VUBFX vs. VLTCX - Expense Ratio Comparison
VUBFX has a 0.20% expense ratio, which is higher than VLTCX's 0.07% 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%.
Risk-Adjusted Performance
VUBFX vs. VLTCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) and Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX). 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
VUBFX vs. VLTCX - Dividend Comparison
VUBFX's dividend yield for the trailing twelve months is around 5.00%, more than VLTCX's 4.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUBFX Vanguard Ultra-Short-Term Bond Fund Investor Shares | 5.00% | 4.05% | 1.28% | 0.53% | 1.53% | 2.57% | 2.13% | 1.41% | 0.98% | 0.49% | 0.00% | 0.00% |
VLTCX Vanguard Long-Term Corporate Bond Index Fund Admiral Shares | 4.88% | 4.65% | 4.41% | 3.04% | 3.15% | 3.82% | 4.56% | 4.01% | 4.37% | 4.71% | 4.32% | 4.88% |
Drawdowns
VUBFX vs. VLTCX - Drawdown Comparison
The maximum VUBFX drawdown since its inception was -1.86%, smaller than the maximum VLTCX drawdown of -34.55%. Use the drawdown chart below to compare losses from any high point for VUBFX and VLTCX. For additional features, visit the drawdowns tool.
Volatility
VUBFX vs. VLTCX - Volatility Comparison
The current volatility for Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) is 0.25%, while Vanguard Long-Term Corporate Bond Index Fund Admiral Shares (VLTCX) has a volatility of 3.61%. This indicates that VUBFX experiences smaller price fluctuations and is considered to be less risky than VLTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.