VTES vs BGIG
Comparison between VANGUARD SHORT-TERM TAX-EXEMPT BOND ETF ETF SHARES (VTES, ETF) and BAHL & GAYNOR INCOME GROWTH ETF (BGIG, ETF).
VTES vs BGIG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VTES
$2.20B
BGIG
$2.20B
Expense Ratio
Winner
VTES
0.05%
BGIG
0.45%
Max Drawdown
Winner
VTES
3.63%
BGIG
14.11%
Sharpe Ratio
VTES
-1.38
Winner
BGIG
1.70
5Y Beta
Winner
VTES
0.01
BGIG
0.59
P/E Ratio
VTES
N/A
BGIG
24.97
Forward P/E
VTES
N/A
BGIG
20.14
PEG Ratio
VTES
N/A
BGIG
0.68
5Y EPS CAGR
VTES
N/A
BGIG
13.95%
P/S Ratio
VTES
N/A
BGIG
2.72
P/B Ratio
VTES
N/A
BGIG
4.33
VTES vs BGIG - Historical Returns
Returns include dividend reinvestment.
1M
VTES
+0.24%
Winner
BGIG
+2.59%
3M
VTES
+0.74%
Winner
BGIG
+5.37%
6M
VTES
-0.24%
Winner
BGIG
+7.88%
1Y
VTES
+2.03%
Winner
BGIG
+20.42%
Max(CAGR)
VTES
+2.95%
Winner
BGIG
+17.00%
VTES vs BGIG - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | VTES | BGIG |
|---|---|---|
| 2026 | +0.81% | +14.83% |
| 2025 | +4.08% | +12.53% |
| 2024 | +2.02% | +16.25% |
| 2023 | +3.32% | +4.55% |
VTES vs BGIG Drawdown Comparison
The maximum drawdown for VTES was -2.42%, occurring on Oct 3, 2023. Recovery took 160 trading sessions.
The maximum drawdown for BGIG was -13.23%, occurring on Apr 8, 2025. Recovery took 172 trading sessions.
The current VTES drawdown is -0.43%. The current BGIG drawdown is -1.73%.
| Rank | VTES | BGIG |
|---|---|---|
| #1 | -2.42% Apr 12, 2023 - Nov 29, 2023 | -13.23% Oct 18, 2024 - Jun 30, 2025 |
| #2 | -1.59% Apr 4, 2025 - Jun 11, 2025 | -7.95% Sep 15, 2023 - Dec 1, 2023 |
| #3 | -1.47% Feb 27, 2026 - Mar 24, 2026 | -5.81% Mar 2, 2026 - Apr 30, 2026 |
| #4 | -1.04% Mar 8, 2024 - Jul 8, 2024 | -4.73% Jul 16, 2024 - Aug 15, 2024 |
| #5 | -0.82% Dec 6, 2024 - Feb 4, 2025 | -4.73% Mar 28, 2024 - May 14, 2024 |
| #6 | -0.78% Feb 28, 2025 - Apr 4, 2025 | -3.06% Aug 30, 2024 - Sep 16, 2024 |
| #7 | -0.78% Oct 2, 2024 - Nov 29, 2024 | -2.56% May 21, 2024 - Jun 13, 2024 |
| #8 | -0.55% Dec 29, 2023 - Feb 1, 2024 | -2.50% Oct 8, 2025 - Nov 25, 2025 |
| #9 | -0.50% Sep 16, 2025 - Dec 18, 2025 | -2.03% Jul 25, 2025 - Aug 20, 2025 |
| #10 | -0.43% Feb 1, 2024 - Mar 6, 2024 | -2.02% Aug 13, 2026 - Aug 20, 2026 |
| #11 | -0.31% Mar 17, 2023 - Mar 22, 2023 | -1.87% Nov 28, 2025 - Jan 12, 2026 |
| #12 | -0.22% Feb 5, 2025 - Feb 21, 2025 | -1.71% Jun 18, 2024 - Jul 10, 2024 |
| #13 | -0.19% Aug 6, 2024 - Aug 14, 2024 | -1.49% Dec 19, 2023 - Dec 26, 2023 |
| #14 | -0.15% Aug 13, 2025 - Aug 22, 2025 | -1.46% Jan 8, 2024 - Jan 19, 2024 |
| #15 | -0.15% Jan 16, 2026 - Jan 23, 2026 | -1.34% Apr 30, 2026 - May 14, 2026 |
Correlation
Correlation between VTES and BGIG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2023 - 2026)
VTES vs BGIG dividend yield comparison.
| Year | VTES | BGIG |
|---|---|---|
| 2026 | 1.56% | 0.98% |
| 2025 | 2.77% | 1.89% |
| 2024 | 2.99% | 2.02% |
| 2023 | 2.03% | 0.78% |
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