WTIBX vs. VGIT
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Vanguard Intermediate-Term Treasury ETF (VGIT).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. VGIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 3-10 Year Government Float Adjusted Index. It was launched on Nov 19, 2009.
Performance
WTIBX vs. VGIT - Performance Comparison
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WTIBX vs. VGIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.49% | 7.38% | 1.99% | 7.47% | -13.13% | -0.58% | 8.49% | 8.80% | -0.17% | 4.74% |
VGIT Vanguard Intermediate-Term Treasury ETF | -0.03% | 7.34% | 1.39% | 4.28% | -10.53% | -2.64% | 7.71% | 6.19% | 1.35% | 1.70% |
Returns By Period
In the year-to-date period, WTIBX achieves a -0.49% return, which is significantly lower than VGIT's -0.03% return. Over the past 10 years, WTIBX has outperformed VGIT with an annualized return of 2.32%, while VGIT has yielded a comparatively lower 1.32% annualized return.
WTIBX
- 1D
- 0.53%
- 1M
- -2.48%
- YTD
- -0.49%
- 6M
- 0.65%
- 1Y
- 4.09%
- 3Y*
- 4.16%
- 5Y*
- 0.83%
- 10Y*
- 2.32%
VGIT
- 1D
- 0.20%
- 1M
- -1.66%
- YTD
- -0.03%
- 6M
- 1.07%
- 1Y
- 4.13%
- 3Y*
- 3.29%
- 5Y*
- 0.32%
- 10Y*
- 1.32%
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WTIBX vs. VGIT - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is higher than VGIT's 0.04% expense ratio.
Return for Risk
WTIBX vs. VGIT — Risk / Return Rank
WTIBX
VGIT
WTIBX vs. VGIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Vanguard Intermediate-Term Treasury ETF (VGIT). 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.
| WTIBX | VGIT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 1.09 | -0.08 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.63 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.19 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.78 | -0.15 |
Martin ratioReturn relative to average drawdown | 5.23 | 5.53 | -0.30 |
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
| WTIBX | VGIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 1.09 | -0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.06 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.29 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.03 | 0.50 | +0.52 |
Correlation
The correlation between WTIBX and VGIT is 0.88, 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.
Dividends
WTIBX vs. VGIT - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.83%, which matches VGIT's 3.81% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | 3.83% | 4.11% | 4.04% | 3.66% | 3.23% | 3.08% | 3.95% | 3.95% | 3.55% | 3.50% | 3.43% | 3.55% |
VGIT Vanguard Intermediate-Term Treasury ETF | 3.81% | 3.79% | 3.67% | 2.73% | 1.74% | 1.69% | 2.23% | 2.24% | 2.05% | 1.67% | 1.69% | 1.69% |
Drawdowns
WTIBX vs. VGIT - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, which is greater than VGIT's maximum drawdown of -16.05%. Use the drawdown chart below to compare losses from any high point for WTIBX and VGIT.
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Drawdown Indicators
| WTIBX | VGIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.72% | -16.05% | -1.67% |
Max Drawdown (1Y)Largest decline over 1 year | -3.00% | -2.42% | -0.58% |
Max Drawdown (5Y)Largest decline over 5 years | -17.72% | -15.02% | -2.70% |
Max Drawdown (10Y)Largest decline over 10 years | -17.72% | -16.05% | -1.67% |
Current DrawdownCurrent decline from peak | -2.48% | -1.97% | -0.51% |
Average DrawdownAverage peak-to-trough decline | -1.95% | -3.54% | +1.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.78% | +0.15% |
Volatility
WTIBX vs. VGIT - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) has a higher volatility of 1.63% compared to Vanguard Intermediate-Term Treasury ETF (VGIT) at 1.33%. This indicates that WTIBX's price experiences larger fluctuations and is considered to be riskier than VGIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WTIBX | VGIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.33% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.60% | 2.28% | +0.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.31% | 3.81% | +0.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.61% | 5.36% | +0.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.65% | 4.50% | +0.15% |