VWEHX vs. VTBIX

In the year-to-date period, VWEHX achieves a 2.10% return, which is significantly higher than VTBIX's 1.62% return.

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VWEHX has a 0.23% expense ratio, which is higher than VTBIX's 0.09% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) and Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX). 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.

The current VWEHX Sharpe Ratio is 2.27, which is higher than the VTBIX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of VWEHX and VTBIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWEHX's dividend yield for the trailing twelve months is around 5.63%, while VTBIX has not paid dividends to shareholders.

The maximum VWEHX drawdown since its inception was -30.17%, which is greater than VTBIX's maximum drawdown of -19.61%. Use the drawdown chart below to compare losses from any high point for VWEHX and VTBIX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) is 1.25%, while Vanguard Total Bond Market II Index Fund Investor Shares (VTBIX) has a volatility of 1.47%. This indicates that VWEHX experiences smaller price fluctuations and is considered to be less risky than VTBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.