VWETX vs. BLV
Compare and contrast key facts about Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) and Vanguard Long-Term Bond ETF (BLV).
VWETX is managed by Vanguard. It was launched on Feb 12, 2001. BLV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. Long Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWETX or BLV.
Correlation
The correlation between VWETX and BLV is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VWETX vs. BLV - Performance Comparison
Key characteristics
VWETX:
-0.40
BLV:
-0.43
VWETX:
-0.48
BLV:
-0.52
VWETX:
0.94
BLV:
0.94
VWETX:
-0.13
BLV:
-0.15
VWETX:
-0.95
BLV:
-1.00
VWETX:
4.36%
BLV:
4.87%
VWETX:
10.33%
BLV:
11.29%
VWETX:
-38.99%
BLV:
-38.29%
VWETX:
-29.90%
BLV:
-30.79%
Returns By Period
In the year-to-date period, VWETX achieves a -2.39% return, which is significantly lower than BLV's -2.24% return. Over the past 10 years, VWETX has underperformed BLV with an annualized return of 0.03%, while BLV has yielded a comparatively higher 0.36% annualized return.
VWETX
-2.39%
-4.92%
-4.71%
-4.37%
-4.20%
0.03%
BLV
-2.24%
-4.56%
-5.09%
-5.03%
-4.09%
0.36%
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VWETX vs. BLV - Expense Ratio Comparison
VWETX has a 0.12% expense ratio, which is higher than BLV's 0.04% 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
VWETX vs. BLV — Risk-Adjusted Performance Rank
VWETX
BLV
VWETX vs. BLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) and Vanguard Long-Term Bond ETF (BLV). 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
VWETX vs. BLV - Dividend Comparison
VWETX's dividend yield for the trailing twelve months is around 4.79%, which matches BLV's 4.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWETX Vanguard Long-Term Investment-Grade Fund Admiral Shares | 4.79% | 4.67% | 4.66% | 4.54% | 3.23% | 3.27% | 3.75% | 4.43% | 4.08% | 4.46% | 4.61% | 4.46% |
BLV Vanguard Long-Term Bond ETF | 4.79% | 4.68% | 4.06% | 4.17% | 3.37% | 5.84% | 3.57% | 4.07% | 3.63% | 4.16% | 4.37% | 3.90% |
Drawdowns
VWETX vs. BLV - Drawdown Comparison
The maximum VWETX drawdown since its inception was -38.99%, roughly equal to the maximum BLV drawdown of -38.29%. Use the drawdown chart below to compare losses from any high point for VWETX and BLV. For additional features, visit the drawdowns tool.
Volatility
VWETX vs. BLV - Volatility Comparison
Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) and Vanguard Long-Term Bond ETF (BLV) have volatilities of 2.35% and 2.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.