VWITX vs. VWLTX
Compare and contrast key facts about Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) and Vanguard Long-Term Tax-Exempt Fund Investor Shares (VWLTX).
VWITX is managed by Vanguard. It was launched on Sep 1, 1977. VWLTX is managed by Vanguard. It was launched on Sep 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWITX or VWLTX.
Correlation
The correlation between VWITX and VWLTX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VWITX vs. VWLTX - Performance Comparison
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Key characteristics
VWITX:
0.41
VWLTX:
0.08
VWITX:
0.47
VWLTX:
0.08
VWITX:
1.08
VWLTX:
1.01
VWITX:
0.34
VWLTX:
0.03
VWITX:
1.17
VWLTX:
0.10
VWITX:
1.25%
VWLTX:
2.00%
VWITX:
4.32%
VWLTX:
5.99%
VWITX:
-11.56%
VWLTX:
-16.46%
VWITX:
-1.96%
VWLTX:
-4.36%
Returns By Period
In the year-to-date period, VWITX achieves a -0.50% return, which is significantly higher than VWLTX's -1.79% return. Over the past 10 years, VWITX has underperformed VWLTX with an annualized return of 2.18%, while VWLTX has yielded a comparatively higher 2.31% annualized return.
VWITX
-0.50%
0.80%
-0.57%
1.77%
3.06%
1.01%
2.18%
VWLTX
-1.79%
0.60%
-2.13%
0.47%
3.07%
0.69%
2.31%
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VWITX vs. VWLTX - Expense Ratio Comparison
Both VWITX and VWLTX have an expense ratio of 0.17%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VWITX vs. VWLTX — Risk-Adjusted Performance Rank
VWITX
VWLTX
VWITX vs. VWLTX - 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 Long-Term Tax-Exempt Fund Investor Shares (VWLTX). 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
VWITX vs. VWLTX - Dividend Comparison
VWITX's dividend yield for the trailing twelve months is around 3.14%, less than VWLTX's 3.57% 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% |
VWLTX Vanguard Long-Term Tax-Exempt Fund Investor Shares | 3.57% | 3.39% | 3.09% | 2.91% | 2.56% | 2.79% | 3.14% | 3.43% | 3.44% | 3.64% | 3.67% | 3.79% |
Drawdowns
VWITX vs. VWLTX - Drawdown Comparison
The maximum VWITX drawdown since its inception was -11.56%, smaller than the maximum VWLTX drawdown of -16.46%. Use the drawdown chart below to compare losses from any high point for VWITX and VWLTX. For additional features, visit the drawdowns tool.
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Volatility
VWITX vs. VWLTX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) is 0.80%, while Vanguard Long-Term Tax-Exempt Fund Investor Shares (VWLTX) has a volatility of 1.15%. This indicates that VWITX experiences smaller price fluctuations and is considered to be less risky than VWLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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