Correlation
The correlation between BSV and ISTB is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
BSV vs. ISTB
Compare and contrast key facts about Vanguard Short-Term Bond ETF (BSV) and iShares Core 1-5 Year USD Bond ETF (ISTB).
BSV and ISTB are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007. ISTB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Government/Credit 1-5 Year Bond Index. It was launched on Oct 18, 2012. Both BSV and ISTB are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSV or ISTB.
Performance
BSV vs. ISTB - Performance Comparison
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Key characteristics
BSV:
2.70
ISTB:
2.84
BSV:
4.48
ISTB:
4.75
BSV:
1.57
ISTB:
1.62
BSV:
3.14
ISTB:
4.22
BSV:
10.47
ISTB:
13.04
BSV:
0.63%
ISTB:
0.53%
BSV:
2.32%
ISTB:
2.28%
BSV:
-8.62%
ISTB:
-9.39%
BSV:
-0.30%
ISTB:
-0.12%
Returns By Period
The year-to-date returns for both investments are quite close, with BSV having a 2.59% return and ISTB slightly higher at 2.61%. Over the past 10 years, BSV has underperformed ISTB with an annualized return of 1.80%, while ISTB has yielded a comparatively higher 2.09% annualized return.
BSV
2.59%
0.20%
2.57%
6.20%
3.22%
1.05%
1.80%
ISTB
2.61%
0.29%
2.54%
6.42%
3.61%
1.40%
2.09%
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BSV vs. ISTB - Expense Ratio Comparison
BSV has a 0.04% expense ratio, which is lower than ISTB's 0.06% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BSV vs. ISTB — Risk-Adjusted Performance Rank
BSV
ISTB
BSV vs. ISTB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond ETF (BSV) and iShares Core 1-5 Year USD Bond ETF (ISTB). 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.
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Dividends
BSV vs. ISTB - Dividend Comparison
BSV's dividend yield for the trailing twelve months is around 3.89%, less than ISTB's 4.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSV Vanguard Short-Term Bond ETF | 3.61% | 3.38% | 2.46% | 1.50% | 1.36% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
ISTB iShares Core 1-5 Year USD Bond ETF | 3.99% | 3.83% | 2.97% | 2.01% | 1.63% | 2.20% | 2.75% | 2.57% | 2.06% | 1.90% | 1.58% | 1.07% |
Drawdowns
BSV vs. ISTB - Drawdown Comparison
The maximum BSV drawdown since its inception was -8.62%, smaller than the maximum ISTB drawdown of -9.39%. Use the drawdown chart below to compare losses from any high point for BSV and ISTB.
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Volatility
BSV vs. ISTB - Volatility Comparison
Vanguard Short-Term Bond ETF (BSV) has a higher volatility of 0.69% compared to iShares Core 1-5 Year USD Bond ETF (ISTB) at 0.63%. This indicates that BSV's price experiences larger fluctuations and is considered to be riskier than ISTB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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