WFBIX vs. VTINX
Compare and contrast key facts about iShares U.S. Aggregate Bond Index Fund (WFBIX) and Vanguard Target Retirement Income Fund (VTINX).
WFBIX is managed by Blackrock. It was launched on Jul 2, 1993. VTINX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WFBIX or VTINX.
Correlation
The correlation between WFBIX and VTINX is -0.17. 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
WFBIX vs. VTINX - Performance Comparison
Key characteristics
WFBIX:
0.95
VTINX:
0.74
WFBIX:
1.40
VTINX:
1.03
WFBIX:
1.17
VTINX:
1.15
WFBIX:
0.40
VTINX:
0.49
WFBIX:
2.40
VTINX:
2.02
WFBIX:
2.11%
VTINX:
2.31%
WFBIX:
5.37%
VTINX:
6.23%
WFBIX:
-18.65%
VTINX:
-21.75%
WFBIX:
-7.49%
VTINX:
-5.21%
Returns By Period
In the year-to-date period, WFBIX achieves a 1.73% return, which is significantly lower than VTINX's 2.21% return. Over the past 10 years, WFBIX has underperformed VTINX with an annualized return of 1.42%, while VTINX has yielded a comparatively higher 2.61% annualized return.
WFBIX
1.73%
-0.11%
1.00%
5.07%
-0.90%
1.42%
VTINX
2.21%
4.39%
-1.34%
4.59%
2.03%
2.61%
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WFBIX vs. VTINX - Expense Ratio Comparison
WFBIX has a 0.05% expense ratio, which is lower than VTINX's 0.08% expense ratio. Despite the difference, 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
WFBIX vs. VTINX — Risk-Adjusted Performance Rank
WFBIX
VTINX
WFBIX vs. VTINX - 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 Target Retirement Income Fund (VTINX). 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. VTINX - Dividend Comparison
WFBIX's dividend yield for the trailing twelve months is around 3.39%, less than VTINX's 5.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFBIX iShares U.S. Aggregate Bond Index Fund | 3.39% | 3.66% | 3.15% | 2.60% | 2.06% | 2.45% | 2.88% | 2.71% | 2.25% | 2.19% | 2.21% | 1.76% |
VTINX Vanguard Target Retirement Income Fund | 5.93% | 5.89% | 4.01% | 3.08% | 8.63% | 3.42% | 2.62% | 4.19% | 2.51% | 2.27% | 3.53% | 2.16% |
Drawdowns
WFBIX vs. VTINX - Drawdown Comparison
The maximum WFBIX drawdown since its inception was -18.65%, smaller than the maximum VTINX drawdown of -21.75%. Use the drawdown chart below to compare losses from any high point for WFBIX and VTINX. For additional features, visit the drawdowns tool.
Volatility
WFBIX vs. VTINX - Volatility Comparison
The current volatility for iShares U.S. Aggregate Bond Index Fund (WFBIX) is 1.64%, while Vanguard Target Retirement Income Fund (VTINX) has a volatility of 2.67%. This indicates that WFBIX experiences smaller price fluctuations and is considered to be less risky than VTINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.