VWETX vs. VTTHX
Compare and contrast key facts about Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) and Vanguard Target Retirement 2035 Fund (VTTHX).
VWETX is managed by Vanguard. It was launched on Feb 12, 2001. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWETX or VTTHX.
Key characteristics
| VWETX | VTTHX | |
|---|---|---|
| YTD Return | 0.98% | 13.76% |
| 1Y Return | 14.47% | 24.63% |
| 3Y Return (Ann) | -7.51% | 3.40% |
| 5Y Return (Ann) | -2.45% | 8.36% |
| 10Y Return (Ann) | 1.22% | 7.76% |
| Sharpe Ratio | 1.14 | 2.59 |
| Sortino Ratio | 1.67 | 3.71 |
| Omega Ratio | 1.20 | 1.50 |
| Calmar Ratio | 0.36 | 2.09 |
| Martin Ratio | 3.53 | 16.20 |
| Ulcer Index | 3.57% | 1.47% |
| Daily Std Dev | 11.08% | 9.22% |
| Max Drawdown | -38.99% | -51.76% |
| Current Drawdown | -25.15% | -0.08% |
Correlation
The correlation between VWETX and VTTHX is -0.13. 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. VTTHX - Performance Comparison
In the year-to-date period, VWETX achieves a 0.98% return, which is significantly lower than VTTHX's 13.76% return. Over the past 10 years, VWETX has underperformed VTTHX with an annualized return of 1.22%, while VTTHX has yielded a comparatively higher 7.76% annualized 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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VWETX vs. VTTHX - Expense Ratio Comparison
VWETX has a 0.12% expense ratio, which is higher than VTTHX's 0.08% 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. VTTHX - 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 Target Retirement 2035 Fund (VTTHX). 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. VTTHX - Dividend Comparison
VWETX's dividend yield for the trailing twelve months is around 4.88%, more than VTTHX's 2.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWETX Vanguard Long-Term Investment-Grade Fund Admiral Shares | 4.88% | 4.66% | 4.54% | 3.23% | 3.27% | 3.75% | 4.43% | 4.08% | 4.46% | 4.61% | 4.46% | 5.13% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.17% | 2.47% | 2.08% | 2.34% | 1.62% | 2.33% | 2.47% | 1.98% | 2.01% | 2.20% | 2.06% | 1.91% |
Drawdowns
VWETX vs. VTTHX - Drawdown Comparison
The maximum VWETX drawdown since its inception was -38.99%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for VWETX and VTTHX. For additional features, visit the drawdowns tool.
Volatility
VWETX vs. VTTHX - Volatility Comparison
Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX) has a higher volatility of 3.56% compared to Vanguard Target Retirement 2035 Fund (VTTHX) at 2.27%. This indicates that VWETX's price experiences larger fluctuations and is considered to be riskier than VTTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.