VWITX vs. RVNU
Compare and contrast key facts about Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) and Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU).
VWITX is managed by Vanguard. It was launched on Sep 1, 1977. RVNU is a passively managed fund by Deutsche Bank that tracks the performance of the Solactive Municipal Infrastructure Revenue Bond Index. It was launched on Jun 4, 2013.
Performance
VWITX vs. RVNU - Performance Comparison
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VWITX vs. RVNU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWITX Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares | -0.48% | 5.89% | 2.23% | 5.82% | -6.90% | 0.74% | 5.14% | 7.01% | 1.26% | 4.54% |
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF | 1.36% | 0.58% | 1.46% | 11.19% | -16.60% | 2.28% | 6.54% | 10.16% | -0.56% | 8.24% |
Returns By Period
In the year-to-date period, VWITX achieves a -0.48% return, which is significantly lower than RVNU's 1.36% return. Over the past 10 years, VWITX has outperformed RVNU with an annualized return of 2.29%, while RVNU has yielded a comparatively lower 1.93% annualized return.
VWITX
- 1D
- 0.22%
- 1M
- -2.36%
- YTD
- -0.48%
- 6M
- 1.07%
- 1Y
- 4.47%
- 3Y*
- 3.64%
- 5Y*
- 1.49%
- 10Y*
- 2.29%
RVNU
- 1D
- 0.36%
- 1M
- -0.87%
- YTD
- 1.36%
- 6M
- 2.16%
- 1Y
- 2.94%
- 3Y*
- 2.82%
- 5Y*
- -0.24%
- 10Y*
- 1.93%
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VWITX vs. RVNU - Expense Ratio Comparison
VWITX has a 0.17% expense ratio, which is higher than RVNU's 0.15% 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%.
Return for Risk
VWITX vs. RVNU — Risk / Return Rank
VWITX
RVNU
VWITX vs. RVNU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) and Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU). 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.
| VWITX | RVNU | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.37 | +0.87 |
Sortino ratioReturn per unit of downside risk | 1.66 | 0.53 | +1.13 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.08 | +0.27 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 0.65 | +0.78 |
Martin ratioReturn relative to average drawdown | 5.48 | 1.55 | +3.92 |
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
| VWITX | RVNU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.37 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | -0.03 | +0.50 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.26 | +0.41 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.37 | +0.39 |
Correlation
The correlation between VWITX and RVNU is 0.46, 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
VWITX vs. RVNU - Dividend Comparison
VWITX's dividend yield for the trailing twelve months is around 3.25%, less than RVNU's 3.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWITX Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares | 3.25% | 3.96% | 3.53% | 2.70% | 2.43% | 1.83% | 2.32% | 2.80% | 2.80% | 2.72% | 2.80% | 2.88% |
RVNU Xtrackers Municipal Infrastructure Revenue Bond ETF | 3.53% | 3.46% | 3.06% | 2.79% | 2.81% | 2.18% | 2.43% | 2.75% | 2.76% | 2.49% | 2.72% | 3.01% |
Drawdowns
VWITX vs. RVNU - Drawdown Comparison
The maximum VWITX drawdown since its inception was -29.13%, which is greater than RVNU's maximum drawdown of -23.51%. Use the drawdown chart below to compare losses from any high point for VWITX and RVNU.
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Drawdown Indicators
| VWITX | RVNU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.13% | -23.51% | -5.62% |
Max Drawdown (1Y)Largest decline over 1 year | -3.89% | -6.12% | +2.23% |
Max Drawdown (5Y)Largest decline over 5 years | -11.46% | -23.51% | +12.05% |
Max Drawdown (10Y)Largest decline over 10 years | -11.46% | -23.51% | +12.05% |
Current DrawdownCurrent decline from peak | -2.64% | -5.01% | +2.37% |
Average DrawdownAverage peak-to-trough decline | -3.58% | -4.99% | +1.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.02% | 2.57% | -1.55% |
Volatility
VWITX vs. RVNU - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) is 1.01%, while Xtrackers Municipal Infrastructure Revenue Bond ETF (RVNU) has a volatility of 2.09%. This indicates that VWITX experiences smaller price fluctuations and is considered to be less risky than RVNU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWITX | RVNU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.01% | 2.09% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 1.57% | 3.50% | -1.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.92% | 7.94% | -4.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.22% | 7.16% | -3.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.41% | 7.30% | -3.89% |