VWLTX vs. VBLIX
Compare and contrast key facts about Vanguard Long-Term Tax-Exempt Fund Investor Shares (VWLTX) and Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX).
VWLTX is managed by Vanguard. It was launched on Sep 1, 1977. VBLIX is managed by Vanguard. It was launched on Oct 6, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWLTX or VBLIX.
Correlation
The correlation between VWLTX and VBLIX is -0.21. 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
VWLTX vs. VBLIX - Performance Comparison
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Key characteristics
VWLTX:
1.44%
VBLIX:
9.14%
VWLTX:
0.00%
VBLIX:
-0.87%
VWLTX:
0.00%
VBLIX:
-0.77%
Returns By Period
VWLTX
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VBLIX
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VWLTX vs. VBLIX - Expense Ratio Comparison
VWLTX has a 0.17% expense ratio, which is higher than VBLIX'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
VWLTX vs. VBLIX — Risk-Adjusted Performance Rank
VWLTX
VBLIX
VWLTX vs. VBLIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Tax-Exempt Fund Investor Shares (VWLTX) and Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX). 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.
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Dividends
VWLTX vs. VBLIX - Dividend Comparison
VWLTX's dividend yield for the trailing twelve months is around 3.24%, less than VBLIX's 4.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWLTX Vanguard Long-Term Tax-Exempt Fund Investor Shares | 3.24% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | 4.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VWLTX vs. VBLIX - Drawdown Comparison
The maximum VWLTX drawdown since its inception was 0.00%, smaller than the maximum VBLIX drawdown of -0.87%. Use the drawdown chart below to compare losses from any high point for VWLTX and VBLIX. For additional features, visit the drawdowns tool.
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Volatility
VWLTX vs. VBLIX - Volatility Comparison
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