Rate - Yield Comparison

 Updated Monthly

August 1st of 2025

Interest Rate & Dividend Yield Comparison

30 Year Mortgage Rate 

6.72%

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VWESX - Vanguard Long Term Investment Grade Bond Fund

Yield - 5.39%

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5 Year U.S. Treasury note

Yield – 3.96%

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VUIAX - Vanguard Utilities Index Fund Admiral Shares

Yield – 2.83%

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VEIPX – Vanguard Equity Income Fund

Yield – 2.35%

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S&P 500 Index

Yield – 1.22%

S&P 500 Estimated 10 Year Average Annual Return.  

Money invested today - go to sleep like Rip Van Winkle - wake up 10 years from now current average annual return is:  

Negative 1.93%  

Current Shiller S&P 500 PE 38.66 and current dividend yield 1.22%  Ending S&P 500 Shiller PE 17.25 (average since 1871)

 

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