VWIUX vs. VBTLX
Compare and contrast key facts about Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
VWIUX is managed by Vanguard. It was launched on Feb 12, 2001. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWIUX or VBTLX.
Correlation
The correlation between VWIUX and VBTLX 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. VBTLX - Performance Comparison
Key characteristics
VWIUX:
0.34
VBTLX:
1.18
VWIUX:
0.46
VBTLX:
1.77
VWIUX:
1.08
VBTLX:
1.21
VWIUX:
0.34
VBTLX:
0.47
VWIUX:
1.27
VBTLX:
3.02
VWIUX:
1.13%
VBTLX:
2.07%
VWIUX:
4.31%
VBTLX:
5.31%
VWIUX:
-11.49%
VBTLX:
-18.68%
VWIUX:
-2.81%
VBTLX:
-7.53%
Returns By Period
In the year-to-date period, VWIUX achieves a -1.35% return, which is significantly lower than VBTLX's 1.60% return. Over the past 10 years, VWIUX has outperformed VBTLX with an annualized return of 2.07%, while VBTLX has yielded a comparatively lower 1.34% annualized return.
VWIUX
-1.35%
-1.44%
-0.63%
1.45%
1.30%
2.07%
VBTLX
1.60%
-0.40%
0.87%
6.36%
-0.99%
1.34%
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VWIUX vs. VBTLX - Expense Ratio Comparison
VWIUX has a 0.09% expense ratio, which is higher than VBTLX's 0.05% expense ratio. However, 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. VBTLX — Risk-Adjusted Performance Rank
VWIUX
VBTLX
VWIUX vs. VBTLX - 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 Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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. VBTLX - Dividend Comparison
VWIUX's dividend yield for the trailing twelve months is around 3.22%, less than VBTLX's 3.74% 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% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.74% | 3.67% | 3.08% | 2.59% | 2.11% | 2.39% | 2.73% | 2.80% | 2.56% | 2.54% | 2.37% | 2.59% |
Drawdowns
VWIUX vs. VBTLX - Drawdown Comparison
The maximum VWIUX drawdown since its inception was -11.49%, smaller than the maximum VBTLX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for VWIUX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
VWIUX vs. VBTLX - Volatility Comparison
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) has a higher volatility of 3.28% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 2.00%. This indicates that VWIUX's price experiences larger fluctuations and is considered to be riskier than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.