VWEAX vs. OSTIX
Compare and contrast key facts about Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) and Osterweis Strategic Income Fund (OSTIX).
VWEAX is managed by Vanguard. It was launched on Nov 12, 2001. OSTIX is managed by Osterweis. It was launched on Aug 30, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWEAX or OSTIX.
Correlation
The correlation between VWEAX and OSTIX is 0.28, 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
VWEAX vs. OSTIX - Performance Comparison
Key characteristics
VWEAX:
2.40
OSTIX:
3.36
VWEAX:
3.70
OSTIX:
4.61
VWEAX:
1.59
OSTIX:
1.98
VWEAX:
3.21
OSTIX:
2.88
VWEAX:
13.03
OSTIX:
15.67
VWEAX:
0.64%
OSTIX:
0.43%
VWEAX:
3.46%
OSTIX:
1.99%
VWEAX:
-30.03%
OSTIX:
-10.06%
VWEAX:
-0.38%
OSTIX:
-0.30%
Returns By Period
In the year-to-date period, VWEAX achieves a 1.58% return, which is significantly higher than OSTIX's 0.89% return. Both investments have delivered pretty close results over the past 10 years, with VWEAX having a 4.50% annualized return and OSTIX not far ahead at 4.61%.
VWEAX
1.58%
0.37%
2.06%
7.28%
5.43%
4.50%
OSTIX
0.89%
0.69%
2.10%
6.31%
7.10%
4.61%
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VWEAX vs. OSTIX - Expense Ratio Comparison
VWEAX has a 0.13% expense ratio, which is lower than OSTIX's 0.84% expense ratio.
Risk-Adjusted Performance
VWEAX vs. OSTIX — Risk-Adjusted Performance Rank
VWEAX
OSTIX
VWEAX vs. OSTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) and Osterweis Strategic Income Fund (OSTIX). 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
VWEAX vs. OSTIX - Dividend Comparison
VWEAX's dividend yield for the trailing twelve months is around 5.74%, less than OSTIX's 5.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWEAX Vanguard High-Yield Corporate Fund Admiral Shares | 5.74% | 6.18% | 5.79% | 5.20% | 4.24% | 4.72% | 5.32% | 6.10% | 5.42% | 5.49% | 5.99% | 5.71% |
OSTIX Osterweis Strategic Income Fund | 5.98% | 5.25% | 5.71% | 4.71% | 4.03% | 3.85% | 4.74% | 4.66% | 4.58% | 5.24% | 5.98% | 5.15% |
Drawdowns
VWEAX vs. OSTIX - Drawdown Comparison
The maximum VWEAX drawdown since its inception was -30.03%, which is greater than OSTIX's maximum drawdown of -10.06%. Use the drawdown chart below to compare losses from any high point for VWEAX and OSTIX. For additional features, visit the drawdowns tool.
Volatility
VWEAX vs. OSTIX - Volatility Comparison
Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) has a higher volatility of 1.86% compared to Osterweis Strategic Income Fund (OSTIX) at 1.50%. This indicates that VWEAX's price experiences larger fluctuations and is considered to be riskier than OSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.