WFBIX vs. VBTLX
Compare and contrast key facts about iShares U.S. Aggregate Bond Index Fund (WFBIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
WFBIX is managed by Blackrock. It was launched on Jul 2, 1993. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFBIX or VBTLX.
Correlation
The correlation between WFBIX and VBTLX is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WFBIX vs. VBTLX - Performance Comparison
Key characteristics
WFBIX:
0.90
VBTLX:
0.89
WFBIX:
1.32
VBTLX:
1.32
WFBIX:
1.16
VBTLX:
1.16
WFBIX:
0.35
VBTLX:
0.34
WFBIX:
2.23
VBTLX:
2.21
WFBIX:
2.14%
VBTLX:
2.10%
WFBIX:
5.29%
VBTLX:
5.23%
WFBIX:
-18.65%
VBTLX:
-19.05%
WFBIX:
-7.85%
VBTLX:
-8.20%
Returns By Period
The year-to-date returns for both stocks are quite close, with WFBIX having a 1.33% return and VBTLX slightly lower at 1.28%. Both investments have delivered pretty close results over the past 10 years, with WFBIX having a 1.30% annualized return and VBTLX not far ahead at 1.31%.
WFBIX
1.33%
1.44%
-0.80%
5.01%
-0.56%
1.30%
VBTLX
1.28%
1.28%
-0.80%
4.97%
-0.63%
1.31%
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WFBIX vs. VBTLX - Expense Ratio Comparison
Both WFBIX and VBTLX have an expense ratio of 0.05%, 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
WFBIX vs. VBTLX — Risk-Adjusted Performance Rank
WFBIX
VBTLX
WFBIX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares U.S. Aggregate Bond Index Fund (WFBIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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
WFBIX vs. VBTLX - Dividend Comparison
WFBIX's dividend yield for the trailing twelve months is around 3.65%, less than VBTLX's 3.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.65% | 3.66% | 3.15% | 2.60% | 2.06% | 2.45% | 2.88% | 2.71% | 2.25% | 2.19% | 2.21% | 1.76% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.69% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
WFBIX vs. VBTLX - Drawdown Comparison
The maximum WFBIX drawdown since its inception was -18.65%, roughly equal to the maximum VBTLX drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for WFBIX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
WFBIX vs. VBTLX - Volatility Comparison
iShares U.S. Aggregate Bond Index Fund (WFBIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) have volatilities of 1.37% and 1.42%, 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.