BSBSX vs. VBISX
Compare and contrast key facts about Baird Short-Term Bond Fund Investor Class (BSBSX) and Vanguard Short-Term Bond Index Fund (VBISX).
BSBSX is a passively managed fund by Baird that tracks the performance of the Bloomberg 1-3 Year U.S. Government/Credit Index. It was launched on Sep 19, 2012. VBISX is managed by Vanguard. It was launched on Mar 1, 1994.
Performance
BSBSX vs. VBISX - Performance Comparison
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BSBSX vs. VBISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSBSX Baird Short-Term Bond Fund Investor Class | 0.10% | 5.41% | 4.73% | 5.39% | -3.88% | -0.57% | 3.87% | 4.42% | 1.24% | 1.28% |
VBISX Vanguard Short-Term Bond Index Fund | -0.24% | 5.67% | 3.66% | 4.54% | -5.61% | -1.35% | 4.63% | 4.78% | 1.27% | 1.10% |
Returns By Period
In the year-to-date period, BSBSX achieves a 0.10% return, which is significantly higher than VBISX's -0.24% return. Over the past 10 years, BSBSX has outperformed VBISX with an annualized return of 2.25%, while VBISX has yielded a comparatively lower 1.77% annualized return.
BSBSX
- 1D
- 0.11%
- 1M
- -0.51%
- YTD
- 0.10%
- 6M
- 1.05%
- 1Y
- 3.78%
- 3Y*
- 4.71%
- 5Y*
- 2.18%
- 10Y*
- 2.25%
VBISX
- 1D
- 0.10%
- 1M
- -0.87%
- YTD
- -0.24%
- 6M
- 0.73%
- 1Y
- 3.56%
- 3Y*
- 3.88%
- 5Y*
- 1.41%
- 10Y*
- 1.77%
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BSBSX vs. VBISX - Expense Ratio Comparison
BSBSX has a 0.55% expense ratio, which is higher than VBISX's 0.15% expense ratio.
Return for Risk
BSBSX vs. VBISX — Risk / Return Rank
BSBSX
VBISX
BSBSX vs. VBISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Short-Term Bond Fund Investor Class (BSBSX) and Vanguard Short-Term Bond Index Fund (VBISX). 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.
| BSBSX | VBISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.47 | 1.53 | +0.94 |
Sortino ratioReturn per unit of downside risk | 3.88 | 2.48 | +1.40 |
Omega ratioGain probability vs. loss probability | 1.56 | 1.30 | +0.25 |
Calmar ratioReturn relative to maximum drawdown | 4.92 | 2.65 | +2.27 |
Martin ratioReturn relative to average drawdown | 20.41 | 9.58 | +10.83 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSBSX | VBISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 1.53 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.13 | 0.49 | +0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.35 | 0.75 | +0.60 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.30 | 1.34 | -0.05 |
Correlation
The correlation between BSBSX and VBISX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BSBSX vs. VBISX - Dividend Comparison
BSBSX's dividend yield for the trailing twelve months is around 4.05%, more than VBISX's 3.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSBSX Baird Short-Term Bond Fund Investor Class | 4.05% | 4.10% | 4.08% | 3.16% | 1.54% | 1.17% | 2.37% | 2.24% | 1.96% | 1.49% | 1.35% | 1.37% |
VBISX Vanguard Short-Term Bond Index Fund | 3.51% | 3.44% | 3.29% | 2.10% | 1.38% | 1.16% | 1.72% | 2.16% | 1.92% | 1.58% | 1.42% | 1.34% |
Drawdowns
BSBSX vs. VBISX - Drawdown Comparison
The maximum BSBSX drawdown since its inception was -6.29%, smaller than the maximum VBISX drawdown of -8.79%. Use the drawdown chart below to compare losses from any high point for BSBSX and VBISX.
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Drawdown Indicators
| BSBSX | VBISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.29% | -8.79% | +2.50% |
Max Drawdown (1Y)Largest decline over 1 year | -0.84% | -1.54% | +0.70% |
Max Drawdown (5Y)Largest decline over 5 years | -6.29% | -8.72% | +2.43% |
Max Drawdown (10Y)Largest decline over 10 years | -6.29% | -8.79% | +2.50% |
Current DrawdownCurrent decline from peak | -0.61% | -1.16% | +0.55% |
Average DrawdownAverage peak-to-trough decline | -0.68% | -0.87% | +0.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.20% | 0.43% | -0.23% |
Volatility
BSBSX vs. VBISX - Volatility Comparison
The current volatility for Baird Short-Term Bond Fund Investor Class (BSBSX) is 0.46%, while Vanguard Short-Term Bond Index Fund (VBISX) has a volatility of 0.71%. This indicates that BSBSX experiences smaller price fluctuations and is considered to be less risky than VBISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSBSX | VBISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.46% | 0.71% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 0.90% | 1.50% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.58% | 2.44% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.93% | 2.91% | -0.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.67% | 2.37% | -0.70% |