WTCOX vs. VTEB
Compare and contrast key facts about Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX) and Vanguard Tax-Exempt Bond ETF (VTEB).
WTCOX is managed by Segall Bryant & Hamill. It was launched on May 30, 1991. 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: WTCOX or VTEB.
Correlation
The correlation between WTCOX and VTEB is -0.63. 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
WTCOX vs. VTEB - Performance Comparison
Loading data...
Key characteristics
WTCOX:
0.89%
VTEB:
4.73%
WTCOX:
0.00%
VTEB:
-17.00%
WTCOX:
0.00%
VTEB:
-2.92%
Returns By Period
WTCOX
N/A
N/A
N/A
N/A
N/A
N/A
VTEB
-1.35%
1.93%
-1.63%
0.64%
0.89%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WTCOX vs. VTEB - Expense Ratio Comparison
WTCOX has a 0.65% expense ratio, which is higher than VTEB's 0.05% expense ratio.
Risk-Adjusted Performance
WTCOX vs. VTEB — Risk-Adjusted Performance Rank
WTCOX
VTEB
WTCOX vs. VTEB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Colorado Tax Free Fund (WTCOX) 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.
Loading data...
Dividends
WTCOX vs. VTEB - Dividend Comparison
WTCOX's dividend yield for the trailing twelve months is around 3.47%, more than VTEB's 3.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTCOX Segall Bryant & Hamill Colorado Tax Free Fund | 3.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
WTCOX vs. VTEB - Drawdown Comparison
The maximum WTCOX drawdown since its inception was 0.00%, smaller than the maximum VTEB drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for WTCOX and VTEB. For additional features, visit the drawdowns tool.
Loading data...
Volatility
WTCOX vs. VTEB - Volatility Comparison
Loading data...