WFBIX vs. VBTLX

In the year-to-date period, WFBIX achieves a 1.73% return, which is significantly lower than VBTLX's 2.24% return. Over the past 10 years, WFBIX has underperformed VBTLX with an annualized return of 1.42%, while VBTLX has yielded a comparatively higher 1.55% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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%.

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.

The current WFBIX Sharpe Ratio is 0.95, which is comparable to the VBTLX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of WFBIX and VBTLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WFBIX's dividend yield for the trailing twelve months is around 3.39%, less than VBTLX's 3.44% yield.

The maximum WFBIX drawdown since its inception was -18.65%, roughly equal to the maximum VBTLX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for WFBIX and VBTLX. For additional features, visit the drawdowns tool.

iShares U.S. Aggregate Bond Index Fund (WFBIX) has a higher volatility of 1.64% compared to Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) at 1.52%. This indicates that WFBIX's price experiences larger fluctuations and is considered to be riskier than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.