VWIAX vs. VCORX
Compare and contrast key facts about Vanguard Wellesley Income Fund Admiral Shares (VWIAX) and Vanguard Core Bond Fund Investor Shares (VCORX).
VWIAX is managed by Vanguard. It was launched on May 14, 2001. VCORX is managed by Vanguard. It was launched on Mar 28, 2016.
Performance
VWIAX vs. VCORX - Performance Comparison
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VWIAX vs. VCORX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWIAX Vanguard Wellesley Income Fund Admiral Shares | -0.44% | 11.08% | 5.92% | 7.07% | -9.04% | 8.55% | 8.52% | 16.47% | -2.49% | 9.37% |
VCORX Vanguard Core Bond Fund Investor Shares | -0.29% | 7.68% | 2.10% | 5.90% | -13.27% | -0.80% | 10.19% | 9.47% | -0.92% | 4.34% |
Returns By Period
In the year-to-date period, VWIAX achieves a -0.44% return, which is significantly lower than VCORX's -0.29% return. Over the past 10 years, VWIAX has outperformed VCORX with an annualized return of 5.67%, while VCORX has yielded a comparatively lower 2.20% annualized return.
VWIAX
- 1D
- 0.36%
- 1M
- -3.81%
- YTD
- -0.44%
- 6M
- 1.50%
- 1Y
- 7.50%
- 3Y*
- 7.37%
- 5Y*
- 4.16%
- 10Y*
- 5.67%
VCORX
- 1D
- 0.56%
- 1M
- -2.05%
- YTD
- -0.29%
- 6M
- 0.77%
- 1Y
- 4.32%
- 3Y*
- 4.10%
- 5Y*
- 0.55%
- 10Y*
- 2.20%
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VWIAX vs. VCORX - Expense Ratio Comparison
VWIAX has a 0.16% expense ratio, which is lower than VCORX's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VWIAX vs. VCORX — Risk / Return Rank
VWIAX
VCORX
VWIAX vs. VCORX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Admiral Shares (VWIAX) and Vanguard Core Bond Fund Investor Shares (VCORX). 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.
| VWIAX | VCORX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.06 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.53 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 1.85 | -0.24 |
Martin ratioReturn relative to average drawdown | 6.38 | 5.65 | +0.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VWIAX | VCORX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.06 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.10 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.46 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.47 | +0.45 |
Correlation
The correlation between VWIAX and VCORX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VWIAX vs. VCORX - Dividend Comparison
VWIAX's dividend yield for the trailing twelve months is around 8.07%, more than VCORX's 4.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 8.07% | 7.93% | 6.69% | 4.80% | 7.75% | 6.11% | 4.37% | 4.00% | 7.64% | 3.25% | 4.07% | 5.66% |
VCORX Vanguard Core Bond Fund Investor Shares | 4.27% | 4.70% | 4.93% | 3.99% | 2.90% | 1.91% | 2.95% | 2.93% | 2.98% | 2.62% | 2.20% | 0.00% |
Drawdowns
VWIAX vs. VCORX - Drawdown Comparison
The maximum VWIAX drawdown since its inception was -21.64%, which is greater than VCORX's maximum drawdown of -18.14%. Use the drawdown chart below to compare losses from any high point for VWIAX and VCORX.
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Drawdown Indicators
| VWIAX | VCORX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.64% | -18.14% | -3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -5.00% | -2.75% | -2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -15.26% | -18.14% | +2.88% |
Max Drawdown (10Y)Largest decline over 10 years | -17.41% | -18.14% | +0.73% |
Current DrawdownCurrent decline from peak | -3.81% | -2.05% | -1.76% |
Average DrawdownAverage peak-to-trough decline | -2.23% | -4.31% | +2.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.26% | 0.90% | +0.36% |
Volatility
VWIAX vs. VCORX - Volatility Comparison
Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a higher volatility of 2.08% compared to Vanguard Core Bond Fund Investor Shares (VCORX) at 1.64%. This indicates that VWIAX's price experiences larger fluctuations and is considered to be riskier than VCORX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWIAX | VCORX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.08% | 1.64% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 3.69% | 2.46% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.69% | 4.26% | +2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.95% | 5.78% | +1.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.90% | 4.79% | +2.11% |