by MrFlish » Mon Feb 20, 2017 7:45 pm, Post This is a good summary of the issue from Larry Swedroe: I don't know why there isn't enough emphasis in discussions in this forum on total return and duration when intermediate bond funds are being compared but most of the talk is about 2008!

by Northern Flicker » Tue Feb 28, 2017 3:52 pm, Powered by phpBB® Forum Software © phpBB Limited. Aggregate Bond ETF, WisdomTree Barclays Yield Enhanced U.S. Short-Term Aggregate BondFund, Columbia Diversified Fixed Income Allocation ETF, VictoryShares USAA Core Short-Term Bond ETF, VictoryShares USAA Core Intermediate-Term Bond ETF, Eaton Vance TABS 5 to 15 Year Laddered Municipal NextShares, Aware Ultra-Short Duration Enhanced Income ETF, JPMorgan BetaBuilders 1-5 Year U.S. by Munir » Tue Feb 21, 2017 2:31 pm, Post Vanguard Total vs. Vanguard Total Comparison. Monday through Friday 8 a.m. to 8 p.m., Eastern time So maybe the riskier fund is slightly better? The problem here is that this comparison doesn't explore the relationship between VFICX and the VTSMX+VFITX combination. Please use the input box below to enter a few concurrent symbols you would like to analyze. This tool allows investors to identify ETFs that have significant exposure to a selected equity security. and you'd never stop and end up in a stupid place. Welcome to Marijuana is often referred to as weed, MJ, herb, cannabis and other slang terms. Of course the inclusion of 27% equities increases the CAGR of VTSMX+VFITX, while the mix of equities and bonds provided downside protection. VCOBX description. Aggregate Bond Fund, Newfleet Multi-Sector Unconstrained Bond ETF, iShares Core International Aggregate Bond ETF, SPDR DoubleLine Short Duration Total Return Tactical ETF, Nuveen Enhanced Yield U.S. I was under the impression they're basically the same fund, but once you have more money with vanguard it just shifts to admiral shares and you get charged less fees because you have more money invested with them. Fidelity. See Vanguard Total Bond Market Index (VBTIX) mutual fund ratings from all the top fund analysts in one place.

Mainly, because I don't want to own Mortgage-backed or long-term bonds. Barclays Capital U.S. When a risk has materialized in the past, it certainly is a legitimate risk. It takes on adding securities with a greater return/risk component to a core base of holdings with a specified objective – Investopedia . by Taylor Larimore » Mon Feb 20, 2017 8:11 pm, Post Find investment opportunities by comparing VBTIX to VBTLX, VBMFX, VTBIX, MWTIX by Northern Flicker » Sun Feb 26, 2017 5:58 pm, Post VBTLX might be the right fund for you, just don't think that the extra return was any kind of free lunch. Either fund is great for your proposed use, but if I could only own one bond fund in that situation, it would be VBILX. With the equity comparison module, you can estimate the relative strength of Vanguard to Vanguard, Vanguard, Vanguard, Metropolitan, and other instruments against each other as well as their competitors. 2008) instead of using longer periods of performance for such an evaluation. This is because of VBTLXs broad diversification and shorter duration (less interest-rate risk).

Vanguard Total Bond is currently generating about -0.1 per unit of risk. Can any of the company-specific risk be diversified away by investing in both Vanguard Total and Vanguard Total at the same time? He established the Puritan Fund – “the first income-oriented mutual fund to invest in a portfolio of common stocks.”. by Munir » Tue Feb 21, 2017 8:01 pm, Post by ruralavalon » Wed Feb 22, 2017 11:02 am, Post Boglehead since day 1 (and M* Diehard before that) under various other names. VBTLX has mortgage-backeds and a few too many treasuries for it to be my choice. The following table presents exchange traded funds linked to Barclays Capital U.S. ↳   The Bogleheads® Wiki: a collaborative work of the Bogleheads community, ↳   Local Chapters and Bogleheads Community, VBILX vs VBTLX [Vanguard Intermediate-Term vs. Total Bond], ... tion4_1=40, Re: VBILX vs VBTLX [Vanguard Intermediate-Term vs. Total Bond], ... nopaging=1, ... tion3_2=50, ... tion5_3=50, ... tion5_3=11. VBTLX - Vanguard Total Bond Market Index Fund Admiral Shares Fund Family Name: Vanguard Expense Ratio: 0.10% Category: Total Bond Market Benchmark Index Name: Barclays Capital U.S. Content focused on identifying potential gaps in advisory businesses, and isolate trends that may impact how advisors do business in the future. These recommendations are powered by ETFdb's Aggregate Bond ETF, Invesco Variable Rate Investment Grade ETF, First Trust Municipal CEF Income Opportunity ETF, SPDR Dorsey Wright Fixed Income Allocation ETF, iShares Edge U.S. VBILX vs VBTLX [Vanguard Intermediate-Term vs. Total Bond] Post by MrFlish » Tue Feb 21, 2017 12:45 am. Fidelity opened its doors in 1946 under Edward C. Johnson’s leadership with $13 million AUM.

Of course, you can extend this argument indefinitely (slightly more return but it feels like about the same risk!) Took a quick look at what happened when rates increased late last year. by ruralavalon » Tue Feb 21, 2017 3:44 pm, Post

VBTLX dropped about 4%, VBILX dropped about 5%. See our independently curated list of ETFs to play this theme here. However, Vanguard Total is 1.02 times more volatile than Vanguard Total Bond. Barclays Capital U.S.