VUCP.L vs. VWITX
Compare and contrast key facts about Vanguard USD Corporate Bond UCITS ETF Distributing (VUCP.L) and Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX).
VUCP.L is a passively managed fund by Vanguard that tracks the performance of the Bloomberg US Corp Bond TR USD. It was launched on Feb 24, 2016. VWITX is managed by Vanguard. It was launched on Sep 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUCP.L or VWITX.
Correlation
The correlation between VUCP.L and VWITX is 0.37, 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
VUCP.L vs. VWITX - Performance Comparison
Key characteristics
VUCP.L:
2.10
VWITX:
0.70
VUCP.L:
38.68
VWITX:
0.98
VUCP.L:
5.37
VWITX:
1.14
VUCP.L:
24.29
VWITX:
0.55
VUCP.L:
206.38
VWITX:
2.12
VUCP.L:
1.12%
VWITX:
0.93%
VUCP.L:
110.32%
VWITX:
2.84%
VUCP.L:
-15.04%
VWITX:
-11.56%
VUCP.L:
-1.63%
VWITX:
-1.41%
Returns By Period
In the year-to-date period, VUCP.L achieves a 92.68% return, which is significantly higher than VWITX's -0.07% return.
VUCP.L
92.68%
89.93%
218.91%
233.60%
26.85%
N/A
VWITX
-0.07%
0.67%
0.11%
2.21%
0.95%
2.13%
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VUCP.L vs. VWITX - Expense Ratio Comparison
VUCP.L has a 0.09% expense ratio, which is lower than VWITX's 0.17% expense ratio. Despite the difference, 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
VUCP.L vs. VWITX — Risk-Adjusted Performance Rank
VUCP.L
VWITX
VUCP.L vs. VWITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard USD Corporate Bond UCITS ETF Distributing (VUCP.L) and Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX). 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
VUCP.L vs. VWITX - Dividend Comparison
VUCP.L's dividend yield for the trailing twelve months is around 5.14%, more than VWITX's 2.78% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VUCP.L Vanguard USD Corporate Bond UCITS ETF Distributing | 5.14% | 4.73% | 3.57% | 2.79% | 1.85% | 2.37% | 2.64% | 2.58% | 2.58% | 1.73% | 0.00% | 0.00% |
VWITX Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares | 2.78% | 3.01% | 2.71% | 2.43% | 2.08% | 2.32% | 2.61% | 2.81% | 2.73% | 2.81% | 2.89% | 3.05% |
Drawdowns
VUCP.L vs. VWITX - Drawdown Comparison
The maximum VUCP.L drawdown since its inception was -15.04%, which is greater than VWITX's maximum drawdown of -11.56%. Use the drawdown chart below to compare losses from any high point for VUCP.L and VWITX. For additional features, visit the drawdowns tool.
Volatility
VUCP.L vs. VWITX - Volatility Comparison
Vanguard USD Corporate Bond UCITS ETF Distributing (VUCP.L) has a higher volatility of 64.88% compared to Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) at 0.81%. This indicates that VUCP.L's price experiences larger fluctuations and is considered to be riskier than VWITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.