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VWETX vs. MWTIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VWETX vs. MWTIX

Last updated May 12, 2025

Compare and contrast key facts about Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) and Metropolitan West Total Return Bond Fund Class I (MWTIX).

VWETX is managed by Vanguard. It was launched on Feb 12, 2001. MWTIX is managed by Metropolitan West Funds.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWETX or MWTIX.

Correlation

The correlation between VWETX and MWTIX is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

VWETX vs. MWTIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) and Metropolitan West Total Return Bond Fund Class I (MWTIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

VWETX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

MWTIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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VWETX vs. MWTIX - Expense Ratio Comparison

VWETX has a 0.12% expense ratio, which is lower than MWTIX's 0.45% expense ratio.

MWTIX
Metropolitan West Total Return Bond Fund Class I
VWETX
Vanguard Long-Term Investment-Grade Fund Admiral Shares

Risk-Adjusted Performance

VWETX vs. MWTIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VWETX
The Risk-Adjusted Performance Rank of VWETX is 2727
Overall Rank
The Sharpe Ratio Rank of VWETX is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of VWETX is 2727
Sortino Ratio Rank
The Omega Ratio Rank of VWETX is 2525
Omega Ratio Rank
The Calmar Ratio Rank of VWETX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of VWETX is 2727
Martin Ratio Rank
MWTIX
The Risk-Adjusted Performance Rank of MWTIX is 6767
Overall Rank
The Sharpe Ratio Rank of MWTIX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of MWTIX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of MWTIX is 7070
Omega Ratio Rank
The Calmar Ratio Rank of MWTIX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of MWTIX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VWETX vs. MWTIX - 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 Metropolitan West Total Return Bond Fund Class I (MWTIX). 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.

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Dividends

VWETX vs. MWTIX - Dividend Comparison

VWETX's dividend yield for the trailing twelve months is around 4.74%, while MWTIX has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
VWETX
Vanguard Long-Term Investment-Grade Fund Admiral Shares		4.74%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MWTIX
Metropolitan West Total Return Bond Fund Class I		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VWETX vs. MWTIX - Drawdown Comparison

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Volatility

VWETX vs. MWTIX - Volatility Comparison

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