VWIUX vs. VCIT
Compare and contrast key facts about Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
VWIUX is managed by Vanguard. It was launched on Feb 12, 2001. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWIUX or VCIT.
Key characteristics
| VWIUX | VCIT | |
|---|---|---|
| YTD Return | 1.44% | 3.27% |
| 1Y Return | 6.02% | 9.60% |
| 3Y Return (Ann) | 0.10% | -1.04% |
| 5Y Return (Ann) | 1.44% | 0.99% |
| 10Y Return (Ann) | 2.32% | 2.77% |
| Sharpe Ratio | 2.30 | 1.91 |
| Sortino Ratio | 3.57 | 2.89 |
| Omega Ratio | 1.53 | 1.34 |
| Calmar Ratio | 1.09 | 0.81 |
| Martin Ratio | 8.71 | 8.09 |
| Ulcer Index | 0.76% | 1.37% |
| Daily Std Dev | 2.86% | 5.83% |
| Max Drawdown | -11.49% | -20.56% |
| Current Drawdown | -1.52% | -5.12% |
Correlation
The correlation between VWIUX and VCIT is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VWIUX vs. VCIT - Performance Comparison
In the year-to-date period, VWIUX achieves a 1.44% return, which is significantly lower than VCIT's 3.27% return. Over the past 10 years, VWIUX has underperformed VCIT with an annualized return of 2.32%, while VCIT has yielded a comparatively higher 2.77% annualized 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. VCIT - Expense Ratio Comparison
VWIUX has a 0.09% expense ratio, which is higher than VCIT's 0.04% 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. VCIT - 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 Intermediate-Term Corporate Bond ETF (VCIT). 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. VCIT - Dividend Comparison
VWIUX's dividend yield for the trailing twelve months is around 2.78%, less than VCIT's 4.30% 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% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.30% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% | 4.00% |
Drawdowns
VWIUX vs. VCIT - Drawdown Comparison
The maximum VWIUX drawdown since its inception was -11.49%, smaller than the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for VWIUX and VCIT. For additional features, visit the drawdowns tool.
Volatility
VWIUX vs. VCIT - Volatility Comparison
The current volatility for Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) is 1.34%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.81%. This indicates that VWIUX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.