VWSTX vs. VTEB
Compare and contrast key facts about Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) and Vanguard Tax-Exempt Bond ETF (VTEB).
VWSTX is managed by Vanguard. It was launched on Sep 1, 1977. VTEB is a passively managed fund by Vanguard that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Aug 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWSTX or VTEB.
Correlation
The correlation between VWSTX and VTEB is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VWSTX vs. VTEB - Performance Comparison
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Key characteristics
VWSTX:
2.28
VTEB:
0.07
VWSTX:
3.86
VTEB:
0.14
VWSTX:
1.77
VTEB:
1.02
VWSTX:
3.14
VTEB:
0.08
VWSTX:
12.81
VTEB:
0.25
VWSTX:
0.25%
VTEB:
1.56%
VWSTX:
1.40%
VTEB:
4.75%
VWSTX:
-3.08%
VTEB:
-17.00%
VWSTX:
-0.44%
VTEB:
-3.16%
Returns By Period
In the year-to-date period, VWSTX achieves a 0.71% return, which is significantly higher than VTEB's -1.59% return.
VWSTX
0.71%
0.32%
1.05%
3.17%
1.69%
1.46%
VTEB
-1.59%
0.90%
-1.46%
0.32%
0.72%
N/A
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VWSTX vs. VTEB - Expense Ratio Comparison
VWSTX 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%.
Risk-Adjusted Performance
VWSTX vs. VTEB — Risk-Adjusted Performance Rank
VWSTX
VTEB
VWSTX vs. VTEB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) 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.
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Dividends
VWSTX vs. VTEB - Dividend Comparison
VWSTX's dividend yield for the trailing twelve months is around 3.21%, less than VTEB's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWSTX Vanguard Short-Term Tax-Exempt Fund Investor Shares | 3.21% | 3.20% | 2.42% | 1.16% | 0.62% | 1.17% | 1.59% | 1.44% | 1.06% | 0.87% | 0.70% | 0.71% |
VTEB Vanguard Tax-Exempt Bond ETF | 3.27% | 3.14% | 2.79% | 2.09% | 1.65% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% | 0.00% |
Drawdowns
VWSTX vs. VTEB - Drawdown Comparison
The maximum VWSTX drawdown since its inception was -3.08%, smaller than the maximum VTEB drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for VWSTX and VTEB. For additional features, visit the drawdowns tool.
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Volatility
VWSTX vs. VTEB - Volatility Comparison
The current volatility for Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) is 0.22%, while Vanguard Tax-Exempt Bond ETF (VTEB) has a volatility of 1.23%. This indicates that VWSTX experiences smaller price fluctuations and is considered to be less risky than VTEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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