EDV vs VTEB

EDV vs VTEB

Which is better, EDV or VTEB?

Long Term Government Bond against Municipal Bond.

VTEB has a lower expense ratio. VTEB led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VTEBHigher Returns: VTEB

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricEDVVTEB
Expense Ratio0.05%0.03%Best
AUM$3.8B$48.5B
Dividend Yield5.42%3.44%
Holdings8310,566
YTD Return-5.68%-1.97%Best
1Y Return-8.12%-0.51%Best
3Y Return (annualized)-3.49%+2.65%Best
5Y Return (annualized)-13.17%+0.10%Best
Volatility (annualized)18.3%4.9%Best
Max Drawdown-62.0%-17.0%Best
$10,000 over 5 years$4,936$10,050Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeTax Preferred
StyleLong Term Government BondMunicipal Bond
InceptionDec 6, 2007Aug 21, 2015

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Aug 25, 2015 to Sep 18, 2026 (11.1 years).

EDV vs VTEB growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 11.1 years both funds cover.

Compare EDV against instead:EDV vs SPYEDV vs QQQEDV vs VOOEDV vs VTIVTEB against:VTEB vs VXUS

EDV vs VTEB Performance

Vanguard Extended Duration Treasury ETF (EDV) is an ETF from Vanguard (US) and Vanguard Tax-Exempt Bond ETF (VTEB) is an ETF from Vanguard (US). Over the past year EDV returned -8.12% while VTEB returned -0.51%. Year to date, EDV is down 5.68% versus a loss of 1.97% for VTEB.

Over three years, EDV compounded at -3.49% per year against +2.65% for VTEB; over five years the annualized figures are -13.17% and +0.10% respectively. Across the full 11-year window we track, VTEB has the edge at +1.02% annualized vs -4.59%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 4.9% for VTEB. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -62.0% for EDV and -17.0% for VTEB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.70. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

EDV charges 0.05% per year while VTEB charges 0.03%. On a $10,000 position that is $5 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, EDV currently yields 5.42% against 3.44% for VTEB.

You are not choosing between two funds in isolation.

Whichever of EDV and VTEB you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EDVVTEB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EDV or VTEB?

EDV has an expense ratio of 0.05% while VTEB charges 0.03%. VTEB is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, EDV or VTEB?

Over the past year EDV returned -8.12% vs -0.51% for VTEB, so VTEB leads on 1-year performance. Over the longest common window we track (11 years), EDV annualized -4.59% vs +1.02% for VTEB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EDV or VTEB?

EDV has been the more volatile fund at 18.3% annualized versus 4.9% for VTEB. Worst drawdown: EDV -62.0% vs VTEB -17.0%.

Should I hold both EDV and VTEB?

EDV and VTEB have a monthly-return correlation of 0.70, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EDV or VTEB?

EDV yields 5.42% while VTEB yields 3.44%, so EDV currently pays the higher dividend yield.

Is VTEB better than EDV?

VTEB has a lower expense ratio. VTEB led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.