VWIUX vs. LSBDX
Compare and contrast key facts about Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) and Loomis Sayles Bond Fund (LSBDX).
VWIUX is managed by Vanguard. It was launched on Feb 12, 2001. LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWIUX or LSBDX.
Correlation
The correlation between VWIUX and LSBDX is 0.26, 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
VWIUX vs. LSBDX - Performance Comparison
Key characteristics
VWIUX:
0.51
LSBDX:
1.20
VWIUX:
0.72
LSBDX:
1.66
VWIUX:
1.10
LSBDX:
1.22
VWIUX:
0.42
LSBDX:
0.69
VWIUX:
1.78
LSBDX:
5.17
VWIUX:
0.80%
LSBDX:
1.10%
VWIUX:
2.80%
LSBDX:
4.74%
VWIUX:
-11.49%
LSBDX:
-30.57%
VWIUX:
-1.91%
LSBDX:
-2.75%
Returns By Period
In the year-to-date period, VWIUX achieves a 1.03% return, which is significantly lower than LSBDX's 5.13% return. Both investments have delivered pretty close results over the past 10 years, with VWIUX having a 2.24% annualized return and LSBDX not far behind at 2.14%.
VWIUX
1.03%
-0.81%
0.94%
1.42%
1.24%
2.24%
LSBDX
5.13%
-1.43%
3.35%
5.59%
1.00%
2.14%
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VWIUX vs. LSBDX - Expense Ratio Comparison
VWIUX has a 0.09% expense ratio, which is lower than LSBDX's 0.67% expense ratio.
Risk-Adjusted Performance
VWIUX vs. LSBDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) and Loomis Sayles Bond Fund (LSBDX). 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
VWIUX vs. LSBDX - Dividend Comparison
VWIUX's dividend yield for the trailing twelve months is around 2.82%, less than LSBDX's 4.28% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 2.82% | 2.79% | 2.50% | 2.16% | 2.40% | 2.68% | 2.89% | 2.83% | 2.92% | 2.97% | 3.13% | 3.27% |
LSBDX Loomis Sayles Bond Fund | 4.28% | 5.09% | 5.15% | 2.89% | 3.28% | 3.70% | 3.44% | 3.72% | 2.12% | 3.52% | 4.33% | 5.02% |
Drawdowns
VWIUX vs. LSBDX - Drawdown Comparison
The maximum VWIUX drawdown since its inception was -11.49%, smaller than the maximum LSBDX drawdown of -30.57%. Use the drawdown chart below to compare losses from any high point for VWIUX and LSBDX. For additional features, visit the drawdowns tool.
Volatility
VWIUX vs. LSBDX - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) is 1.06%, while Loomis Sayles Bond Fund (LSBDX) has a volatility of 1.40%. This indicates that VWIUX experiences smaller price fluctuations and is considered to be less risky than LSBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.