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 -0.11. 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
VWIUX vs. LSBDX - Performance Comparison
Key characteristics
VWIUX:
0.34
LSBDX:
2.60
VWIUX:
0.46
LSBDX:
3.96
VWIUX:
1.08
LSBDX:
1.51
VWIUX:
0.34
LSBDX:
1.33
VWIUX:
1.27
LSBDX:
13.92
VWIUX:
1.13%
LSBDX:
0.77%
VWIUX:
4.31%
LSBDX:
4.15%
VWIUX:
-11.49%
LSBDX:
-30.57%
VWIUX:
-2.81%
LSBDX:
-0.59%
Returns By Period
In the year-to-date period, VWIUX achieves a -1.35% return, which is significantly lower than LSBDX's 2.00% return. Over the past 10 years, VWIUX has outperformed LSBDX with an annualized return of 2.07%, while LSBDX has yielded a comparatively lower 1.63% annualized return.
VWIUX
-1.35%
-1.44%
-0.63%
1.45%
1.30%
2.07%
LSBDX
2.00%
-0.24%
1.94%
10.68%
3.80%
1.63%
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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 Rank
VWIUX
LSBDX
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 3.22%, less than LSBDX's 5.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 3.22% | 3.10% | 2.79% | 2.50% | 2.16% | 2.40% | 2.68% | 2.89% | 2.83% | 2.92% | 2.97% | 3.13% |
LSBDX Loomis Sayles Bond Fund | 5.44% | 5.51% | 5.09% | 5.15% | 2.89% | 3.28% | 3.70% | 3.44% | 3.72% | 2.12% | 3.52% | 4.33% |
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
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) has a higher volatility of 3.28% compared to Loomis Sayles Bond Fund (LSBDX) at 1.70%. This indicates that VWIUX's price experiences larger fluctuations and is considered to be riskier than LSBDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.