VWUSX vs. VBLIX
Compare and contrast key facts about Vanguard U.S. Growth Fund Investor Shares (VWUSX) and Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX).
VWUSX is managed by Vanguard. It was launched on Jan 6, 1959. VBLIX is managed by Vanguard. It was launched on Oct 6, 2011.
Performance
VWUSX vs. VBLIX - Performance Comparison
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VWUSX vs. VBLIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | -15.06% | 15.39% | 31.65% | 45.17% | -39.64% | 35.76% | 58.63% | 45.61% | 0.65% | 31.11% |
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | -1.15% | 6.61% | -4.11% | 6.78% | -27.20% | -3.08% | 16.29% | 19.16% | -4.70% | 10.90% |
Returns By Period
In the year-to-date period, VWUSX achieves a -15.06% return, which is significantly lower than VBLIX's -1.15% return. Over the past 10 years, VWUSX has outperformed VBLIX with an annualized return of 16.90%, while VBLIX has yielded a comparatively lower 0.98% annualized return.
VWUSX
- 1D
- -0.27%
- 1M
- -8.83%
- YTD
- -15.06%
- 6M
- -15.49%
- 1Y
- 9.15%
- 3Y*
- 17.39%
- 5Y*
- 9.24%
- 10Y*
- 16.90%
VBLIX
- 1D
- 1.17%
- 1M
- -4.16%
- YTD
- -1.15%
- 6M
- -1.39%
- 1Y
- 1.64%
- 3Y*
- 0.52%
- 5Y*
- -3.09%
- 10Y*
- 0.98%
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VWUSX vs. VBLIX - Expense Ratio Comparison
VWUSX has a 0.38% expense ratio, which is higher than VBLIX's 0.04% expense ratio.
Return for Risk
VWUSX vs. VBLIX — Risk / Return Rank
VWUSX
VBLIX
VWUSX vs. VBLIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Growth Fund Investor Shares (VWUSX) 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.
| VWUSX | VBLIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.38 | 0.29 | +0.09 |
Sortino ratioReturn per unit of downside risk | 0.71 | 0.45 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.06 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 0.54 | -0.24 |
Martin ratioReturn relative to average drawdown | 0.99 | 1.32 | -0.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VWUSX | VBLIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.38 | 0.29 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | -0.24 | +0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.09 | +0.61 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.21 | +0.18 |
Correlation
The correlation between VWUSX and VBLIX is -0.11. 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.
Dividends
VWUSX vs. VBLIX - Dividend Comparison
VWUSX's dividend yield for the trailing twelve months is around 11.03%, more than VBLIX's 4.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWUSX Vanguard U.S. Growth Fund Investor Shares | 11.03% | 9.37% | 4.60% | 0.28% | 0.37% | 30.03% | 3.90% | 11.66% | 9.65% | 4.63% | 1.52% | 8.95% |
VBLIX Vanguard Long-Term Bond Index Fund Institutional Plus | 4.37% | 4.67% | 4.64% | 3.42% | 4.17% | 2.89% | 5.85% | 3.63% | 3.83% | 3.71% | 4.20% | 5.00% |
Drawdowns
VWUSX vs. VBLIX - Drawdown Comparison
The maximum VWUSX drawdown since its inception was -73.31%, which is greater than VBLIX's maximum drawdown of -38.61%. Use the drawdown chart below to compare losses from any high point for VWUSX and VBLIX.
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Drawdown Indicators
| VWUSX | VBLIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.31% | -38.61% | -34.70% |
Max Drawdown (1Y)Largest decline over 1 year | -19.15% | -6.87% | -12.28% |
Max Drawdown (5Y)Largest decline over 5 years | -42.18% | -36.49% | -5.69% |
Max Drawdown (10Y)Largest decline over 10 years | -42.18% | -38.61% | -3.57% |
Current DrawdownCurrent decline from peak | -19.15% | -25.94% | +6.79% |
Average DrawdownAverage peak-to-trough decline | -22.89% | -11.34% | -11.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.82% | 2.81% | +3.01% |
Volatility
VWUSX vs. VBLIX - Volatility Comparison
Vanguard U.S. Growth Fund Investor Shares (VWUSX) has a higher volatility of 5.77% compared to Vanguard Long-Term Bond Index Fund Institutional Plus (VBLIX) at 3.47%. This indicates that VWUSX's price experiences larger fluctuations and is considered to be riskier than VBLIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWUSX | VBLIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.77% | 3.47% | +2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 12.80% | 5.53% | +7.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.39% | 9.56% | +13.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.93% | 12.89% | +14.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.57% | 11.58% | +12.99% |