VVIAX vs. VEGBX
Compare and contrast key facts about Vanguard Value Index Fund Admiral Shares (VVIAX) and Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX).
VVIAX is managed by Vanguard. It was launched on Nov 13, 2000. 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: VVIAX or VEGBX.
Key characteristics
| VVIAX | VEGBX | |
|---|---|---|
| YTD Return | 5.06% | 0.35% |
| 1Y Return | 15.49% | 11.04% |
| 3Y Return (Ann) | 7.36% | -0.15% |
| 5Y Return (Ann) | 9.90% | 4.08% |
| Sharpe Ratio | 1.33 | 1.78 |
| Daily Std Dev | 10.35% | 6.25% |
| Max Drawdown | -59.32% | -24.27% |
| Current Drawdown | -4.28% | -3.35% |
Correlation
The correlation between VVIAX and VEGBX is 0.25, 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
VVIAX vs. VEGBX - Performance Comparison
In the year-to-date period, VVIAX achieves a 5.06% return, which is significantly higher than VEGBX's 0.35% 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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VVIAX vs. VEGBX - Expense Ratio Comparison
VVIAX has a 0.05% expense ratio, which is lower than VEGBX's 0.40% expense ratio.
Risk-Adjusted Performance
VVIAX vs. VEGBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund Admiral Shares (VVIAX) 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
VVIAX vs. VEGBX - Dividend Comparison
VVIAX's dividend yield for the trailing twelve months is around 2.46%, less than VEGBX's 7.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVIAX Vanguard Value Index Fund Admiral Shares | 2.46% | 2.45% | 2.51% | 2.14% | 2.55% | 2.49% | 2.72% | 2.29% | 2.45% | 2.60% | 2.22% | 2.21% |
VEGBX Vanguard Emerging Markets Bond Fund Admiral Shares | 7.32% | 7.20% | 5.61% | 5.35% | 4.62% | 6.42% | 5.00% | 0.39% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VVIAX vs. VEGBX - Drawdown Comparison
The maximum VVIAX drawdown since its inception was -59.32%, which is greater than VEGBX's maximum drawdown of -24.27%. Use the drawdown chart below to compare losses from any high point for VVIAX and VEGBX. For additional features, visit the drawdowns tool.
Volatility
VVIAX vs. VEGBX - Volatility Comparison
Vanguard Value Index Fund Admiral Shares (VVIAX) has a higher volatility of 3.08% compared to Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) at 2.33%. This indicates that VVIAX'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.