VWITX vs. VFITX
Compare and contrast key facts about Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) and Vanguard Intermediate-Term Treasury Fund Investor Shares (VFITX).
VWITX is managed by Vanguard. It was launched on Sep 1, 1977. VFITX is managed by Vanguard. It was launched on Oct 28, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWITX or VFITX.
Correlation
The correlation between VWITX and VFITX is -0.03. 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
VWITX vs. VFITX - Performance Comparison
Key characteristics
VWITX:
0.34
VFITX:
1.52
VWITX:
0.46
VFITX:
2.32
VWITX:
1.08
VFITX:
1.28
VWITX:
0.34
VFITX:
0.50
VWITX:
1.25
VFITX:
3.66
VWITX:
1.15%
VFITX:
2.10%
VWITX:
4.30%
VFITX:
5.08%
VWITX:
-11.56%
VFITX:
-18.61%
VWITX:
-2.66%
VFITX:
-8.55%
Returns By Period
In the year-to-date period, VWITX achieves a -1.21% return, which is significantly lower than VFITX's 3.29% return. Over the past 10 years, VWITX has outperformed VFITX with an annualized return of 2.01%, while VFITX has yielded a comparatively lower 0.74% annualized return.
VWITX
-1.21%
-0.78%
-0.74%
1.82%
1.32%
2.01%
VFITX
3.29%
0.65%
2.62%
8.02%
-1.50%
0.74%
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VWITX vs. VFITX - Expense Ratio Comparison
VWITX has a 0.17% expense ratio, which is lower than VFITX'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%.
Risk-Adjusted Performance
VWITX vs. VFITX — Risk-Adjusted Performance Rank
VWITX
VFITX
VWITX vs. VFITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) and Vanguard Intermediate-Term Treasury Fund Investor Shares (VFITX). 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
VWITX vs. VFITX - Dividend Comparison
VWITX's dividend yield for the trailing twelve months is around 3.14%, less than VFITX's 3.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWITX Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares | 3.14% | 3.01% | 2.71% | 2.43% | 2.08% | 2.32% | 2.61% | 2.81% | 2.73% | 2.81% | 2.89% | 3.05% |
VFITX Vanguard Intermediate-Term Treasury Fund Investor Shares | 3.98% | 4.06% | 3.44% | 1.97% | 0.94% | 1.18% | 2.32% | 2.34% | 1.77% | 1.61% | 1.69% | 1.64% |
Drawdowns
VWITX vs. VFITX - Drawdown Comparison
The maximum VWITX drawdown since its inception was -11.56%, smaller than the maximum VFITX drawdown of -18.61%. Use the drawdown chart below to compare losses from any high point for VWITX and VFITX. For additional features, visit the drawdowns tool.
Volatility
VWITX vs. VFITX - Volatility Comparison
Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) has a higher volatility of 3.25% compared to Vanguard Intermediate-Term Treasury Fund Investor Shares (VFITX) at 2.01%. This indicates that VWITX's price experiences larger fluctuations and is considered to be riskier than VFITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.