WTIBX vs. VTEB
Compare and contrast key facts about Segall Bryant & Hamill Plus Bond Fund (WTIBX) and Vanguard Tax-Exempt Bond ETF (VTEB).
WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988. 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: WTIBX or VTEB.
Key characteristics
| WTIBX | VTEB | |
|---|---|---|
| YTD Return | 5.43% | 2.09% |
| 1Y Return | 11.56% | 7.32% |
| 3Y Return (Ann) | -0.81% | -0.07% |
| 5Y Return (Ann) | 1.27% | 1.34% |
| Sharpe Ratio | 1.84 | 1.73 |
| Daily Std Dev | 6.08% | 4.24% |
| Max Drawdown | -17.72% | -17.00% |
| Current Drawdown | -2.76% | -0.73% |
Correlation
The correlation between WTIBX and VTEB is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WTIBX vs. VTEB - Performance Comparison
In the year-to-date period, WTIBX achieves a 5.43% return, which is significantly higher than VTEB's 2.09% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WTIBX vs. VTEB - Expense Ratio Comparison
WTIBX has a 0.55% expense ratio, which is higher than VTEB's 0.05% expense ratio.
Risk-Adjusted Performance
WTIBX vs. VTEB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Segall Bryant & Hamill Plus Bond Fund (WTIBX) 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.
Dividends
WTIBX vs. VTEB - Dividend Comparison
WTIBX's dividend yield for the trailing twelve months is around 3.81%, more than VTEB's 3.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WTIBX Segall Bryant & Hamill Plus Bond Fund | 3.81% | 3.66% | 3.23% | 3.08% | 3.95% | 3.95% | 3.55% | 3.43% | 3.43% | 3.29% | 3.22% | 3.54% |
VTEB Vanguard Tax-Exempt Bond ETF | 3.02% | 2.79% | 2.09% | 1.64% | 1.99% | 2.30% | 2.25% | 1.96% | 1.66% | 0.58% | 0.00% | 0.00% |
Drawdowns
WTIBX vs. VTEB - Drawdown Comparison
The maximum WTIBX drawdown since its inception was -17.72%, roughly equal to the maximum VTEB drawdown of -17.00%. Use the drawdown chart below to compare losses from any high point for WTIBX and VTEB. For additional features, visit the drawdowns tool.
Volatility
WTIBX vs. VTEB - Volatility Comparison
Segall Bryant & Hamill Plus Bond Fund (WTIBX) has a higher volatility of 1.06% compared to Vanguard Tax-Exempt Bond ETF (VTEB) at 0.58%. This indicates that WTIBX's price experiences larger fluctuations and is considered to be riskier than VTEB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.