VWLUX vs. VNYUX
Compare and contrast key facts about Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) and Vanguard New York Long-Term Tax-Exempt Fund Admiral Shares (VNYUX).
VWLUX is managed by Vanguard. It was launched on Feb 12, 2001. VNYUX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWLUX or VNYUX.
Correlation
The correlation between VWLUX and VNYUX is -0.12. 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
VWLUX vs. VNYUX - Performance Comparison
Key characteristics
VWLUX:
0.10
VNYUX:
0.10
VWLUX:
0.17
VNYUX:
0.18
VWLUX:
1.03
VNYUX:
1.03
VWLUX:
0.09
VNYUX:
0.09
VWLUX:
0.35
VNYUX:
0.35
VWLUX:
1.74%
VNYUX:
1.84%
VWLUX:
5.96%
VNYUX:
6.26%
VWLUX:
-16.38%
VNYUX:
-16.59%
VWLUX:
-4.92%
VNYUX:
-4.75%
Returns By Period
The year-to-date returns for both stocks are quite close, with VWLUX having a -2.64% return and VNYUX slightly lower at -2.75%. Both investments have delivered pretty close results over the past 10 years, with VWLUX having a 2.18% annualized return and VNYUX not far ahead at 2.24%.
VWLUX
-2.64%
-2.12%
-1.86%
0.70%
1.01%
2.18%
VNYUX
-2.75%
-1.95%
-1.81%
0.74%
1.15%
2.24%
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VWLUX vs. VNYUX - Expense Ratio Comparison
Both VWLUX and VNYUX have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VWLUX vs. VNYUX — Risk-Adjusted Performance Rank
VWLUX
VNYUX
VWLUX vs. VNYUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) and Vanguard New York Long-Term Tax-Exempt Fund Admiral Shares (VNYUX). 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
VWLUX vs. VNYUX - Dividend Comparison
VWLUX's dividend yield for the trailing twelve months is around 3.66%, more than VNYUX's 3.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWLUX Vanguard Long-Term Tax-Exempt Fund Admiral Shares | 3.66% | 3.48% | 3.17% | 2.99% | 2.63% | 2.85% | 3.23% | 3.54% | 3.55% | 3.75% | 3.73% | 3.88% |
VNYUX Vanguard New York Long-Term Tax-Exempt Fund Admiral Shares | 3.61% | 3.44% | 3.17% | 2.94% | 3.25% | 3.51% | 3.37% | 3.53% | 3.73% | 3.91% | 3.43% | 3.50% |
Drawdowns
VWLUX vs. VNYUX - Drawdown Comparison
The maximum VWLUX drawdown since its inception was -16.38%, roughly equal to the maximum VNYUX drawdown of -16.59%. Use the drawdown chart below to compare losses from any high point for VWLUX and VNYUX. For additional features, visit the drawdowns tool.
Volatility
VWLUX vs. VNYUX - Volatility Comparison
Vanguard Long-Term Tax-Exempt Fund Admiral Shares (VWLUX) and Vanguard New York Long-Term Tax-Exempt Fund Admiral Shares (VNYUX) have volatilities of 4.63% and 4.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.