VUBFX vs. VTABX
Compare and contrast key facts about Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) and Vanguard Total International Bond Index Fund Admiral Shares (VTABX).
VUBFX is managed by Vanguard. It was launched on Feb 24, 2015. VTABX is managed by Vanguard. It was launched on May 31, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUBFX or VTABX.
Key characteristics
| VUBFX | VTABX | |
|---|---|---|
| YTD Return | 4.90% | 2.83% |
| 1Y Return | 6.09% | 7.25% |
| 3Y Return (Ann) | 3.23% | -1.23% |
| 5Y Return (Ann) | 2.42% | -0.29% |
| Sharpe Ratio | 6.22 | 2.05 |
| Sortino Ratio | 12.31 | 3.18 |
| Omega Ratio | 3.68 | 1.36 |
| Calmar Ratio | 31.72 | 0.66 |
| Martin Ratio | 138.48 | 7.85 |
| Ulcer Index | 0.05% | 1.02% |
| Daily Std Dev | 1.01% | 3.92% |
| Max Drawdown | -1.86% | -16.82% |
| Current Drawdown | -0.00% | -5.64% |
Correlation
The correlation between VUBFX and VTABX is 0.31, 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. VTABX - Performance Comparison
In the year-to-date period, VUBFX achieves a 4.90% return, which is significantly higher than VTABX's 2.83% 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. VTABX - Expense Ratio Comparison
VUBFX has a 0.20% expense ratio, which is higher than VTABX's 0.11% 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. VTABX - 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 Total International Bond Index Fund Admiral Shares (VTABX). 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. VTABX - Dividend Comparison
VUBFX's dividend yield for the trailing twelve months is around 4.99%, more than VTABX's 4.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUBFX Vanguard Ultra-Short-Term Bond Fund Investor Shares | 4.99% | 4.05% | 1.28% | 0.53% | 1.53% | 2.57% | 2.13% | 1.41% | 0.98% | 0.49% | 0.00% | 0.00% |
VTABX Vanguard Total International Bond Index Fund Admiral Shares | 4.76% | 4.39% | 1.48% | 3.04% | 0.93% | 3.38% | 2.99% | 2.24% | 1.90% | 1.64% | 1.54% | 0.87% |
Drawdowns
VUBFX vs. VTABX - Drawdown Comparison
The maximum VUBFX drawdown since its inception was -1.86%, smaller than the maximum VTABX drawdown of -16.82%. Use the drawdown chart below to compare losses from any high point for VUBFX and VTABX. For additional features, visit the drawdowns tool.
Volatility
VUBFX vs. VTABX - Volatility Comparison
The current volatility for Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) is 0.25%, while Vanguard Total International Bond Index Fund Admiral Shares (VTABX) has a volatility of 1.00%. This indicates that VUBFX experiences smaller price fluctuations and is considered to be less risky than VTABX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.