VWLTX vs. VTEB

In the year-to-date period, VWLTX achieves a -1.72% return, which is significantly lower than VTEB's -1.35% return.

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VWLTX has a 0.17% expense ratio, which is higher than VTEB'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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Tax-Exempt Fund Investor Shares (VWLTX) and Vanguard Tax-Exempt Bond ETF (VTEB). 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.

The current VWLTX Sharpe Ratio is 0.06, which is lower than the VTEB Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of VWLTX and VTEB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWLTX's dividend yield for the trailing twelve months is around 3.24%, which matches VTEB's 3.27% yield.

The maximum VWLTX drawdown since its inception was -16.02%, smaller than the maximum VTEB drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for VWLTX and VTEB. For additional features, visit the drawdowns tool.