VWIUX vs. PULS
Compare and contrast key facts about Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) and PGIM Ultra Short Bond ETF (PULS).
VWIUX is managed by Vanguard. It was launched on Feb 12, 2001. PULS is an actively managed fund by Prudential. It was launched on Apr 5, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWIUX or PULS.
Key characteristics
| VWIUX | PULS | |
|---|---|---|
| YTD Return | 1.44% | 5.37% |
| 1Y Return | 6.66% | 6.63% |
| 3Y Return (Ann) | 0.10% | 4.36% |
| 5Y Return (Ann) | 1.48% | 3.09% |
| Sharpe Ratio | 2.36 | 12.38 |
| Sortino Ratio | 3.66 | 31.08 |
| Omega Ratio | 1.55 | 8.08 |
| Calmar Ratio | 1.02 | 65.70 |
| Martin Ratio | 9.16 | 405.23 |
| Ulcer Index | 0.74% | 0.02% |
| Daily Std Dev | 2.86% | 0.54% |
| Max Drawdown | -11.49% | -5.85% |
| Current Drawdown | -1.52% | 0.00% |
Correlation
The correlation between VWIUX and PULS is 0.15, 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. PULS - Performance Comparison
In the year-to-date period, VWIUX achieves a 1.44% return, which is significantly lower than PULS's 5.37% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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%.
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.
Dividends
VWIUX vs. PULS - Dividend Comparison
VWIUX's dividend yield for the trailing twelve months is around 2.78%, less than PULS's 5.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 2.78% | 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 | 5.70% | 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.
Volatility
VWIUX vs. PULS - Volatility Comparison
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) has a higher volatility of 1.35% compared to PGIM Ultra Short Bond ETF (PULS) at 0.16%. 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.