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VWIUX vs. PULS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VWIUX and PULS is 0.16, 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.


-0.50.00.51.00.2

Performance

VWIUX vs. PULS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) and PGIM Ultra Short Bond ETF (PULS). The values are adjusted to include any dividend payments, if applicable.

-0.50%0.00%0.50%1.00%1.50%2.00%2.50%3.00%JulyAugustSeptemberOctoberNovemberDecember
1.02%
2.88%
VWIUX
PULS

Key characteristics

Sharpe Ratio

VWIUX:

0.51

PULS:

12.11

Sortino Ratio

VWIUX:

0.72

PULS:

29.02

Omega Ratio

VWIUX:

1.10

PULS:

7.73

Calmar Ratio

VWIUX:

0.42

PULS:

60.92

Martin Ratio

VWIUX:

1.76

PULS:

375.52

Ulcer Index

VWIUX:

0.81%

PULS:

0.02%

Daily Std Dev

VWIUX:

2.81%

PULS:

0.51%

Max Drawdown

VWIUX:

-11.49%

PULS:

-5.85%

Current Drawdown

VWIUX:

-1.91%

PULS:

0.00%

Returns By Period

In the year-to-date period, VWIUX achieves a 1.03% return, which is significantly lower than PULS's 5.98% return.


VWIUX

YTD

1.03%

1M

-0.81%

6M

0.94%

1Y

1.42%

5Y*

1.24%

10Y*

2.24%

PULS

YTD

5.98%

1M

0.42%

6M

2.91%

1Y

6.13%

5Y*

3.14%

10Y*

N/A

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VWIUX vs. PULS - Expense Ratio Comparison

VWIUX has a 0.09% expense ratio, which is lower than PULS's 0.15% 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%.


PULS
PGIM Ultra Short Bond ETF
Expense ratio chart for PULS: current value at 0.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.15%
Expense ratio chart for VWIUX: current value at 0.09% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.09%

Risk-Adjusted Performance

VWIUX vs. PULS - 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 PGIM Ultra Short Bond ETF (PULS). 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.


Sharpe ratio
The chart of Sharpe ratio for VWIUX, currently valued at 0.51, compared to the broader market-1.000.001.002.003.004.000.5112.11
The chart of Sortino ratio for VWIUX, currently valued at 0.72, compared to the broader market-2.000.002.004.006.008.0010.000.7229.02
The chart of Omega ratio for VWIUX, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.003.501.107.73
The chart of Calmar ratio for VWIUX, currently valued at 0.42, compared to the broader market0.002.004.006.008.0010.0012.0014.000.4260.92
The chart of Martin ratio for VWIUX, currently valued at 1.76, compared to the broader market0.0020.0040.0060.001.76375.52
VWIUX
PULS

The current VWIUX Sharpe Ratio is 0.51, which is lower than the PULS Sharpe Ratio of 12.11. The chart below compares the historical Sharpe Ratios of VWIUX and PULS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.002.004.006.008.0010.0012.00JulyAugustSeptemberOctoberNovemberDecember
0.51
12.11
VWIUX
PULS

Dividends

VWIUX vs. PULS - Dividend Comparison

VWIUX's dividend yield for the trailing twelve months is around 2.82%, less than PULS's 5.62% yield.


TTM20232022202120202019201820172016201520142013
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%
PULS
PGIM Ultra Short Bond ETF
5.62%5.48%2.30%1.19%1.85%2.92%1.87%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VWIUX vs. PULS - Drawdown Comparison

The maximum VWIUX drawdown since its inception was -11.49%, which is greater than PULS's maximum drawdown of -5.85%. Use the drawdown chart below to compare losses from any high point for VWIUX and PULS. For additional features, visit the drawdowns tool.


-2.00%-1.50%-1.00%-0.50%0.00%JulyAugustSeptemberOctoberNovemberDecember
-1.91%
0
VWIUX
PULS

Volatility

VWIUX vs. PULS - Volatility Comparison

Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) has a higher volatility of 1.06% compared to PGIM Ultra Short Bond ETF (PULS) at 0.12%. This indicates that VWIUX's price experiences larger fluctuations and is considered to be riskier than PULS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%0.20%0.40%0.60%0.80%1.00%1.20%1.40%JulyAugustSeptemberOctoberNovemberDecember
1.06%
0.12%
VWIUX
PULS
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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