BSV vs. LDUR
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund ETF Shares (BSV) and PIMCO Enhanced Low Duration Active ETF (LDUR).
BSV and LDUR 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 Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007. LDUR is an actively managed fund by PIMCO. It was launched on Jan 22, 2014.
Performance
BSV vs. LDUR - Performance Comparison
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BSV vs. LDUR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 0.16% | 6.00% | 3.78% | 4.90% | -5.49% | -1.09% | 4.70% | 4.98% | 1.34% | 1.20% |
LDUR PIMCO Enhanced Low Duration Active ETF | 0.43% | 5.76% | 5.14% | 4.78% | -4.23% | -0.55% | 4.49% | 4.27% | 1.05% | 2.06% |
Returns By Period
In the year-to-date period, BSV achieves a 0.16% return, which is significantly lower than LDUR's 0.43% return. Over the past 10 years, BSV has underperformed LDUR with an annualized return of 1.97%, while LDUR has yielded a comparatively higher 2.51% annualized return.
BSV
- 1D
- 0.02%
- 1M
- -0.57%
- YTD
- 0.16%
- 6M
- 1.15%
- 1Y
- 4.05%
- 3Y*
- 4.27%
- 5Y*
- 1.68%
- 10Y*
- 1.97%
LDUR
- 1D
- -0.08%
- 1M
- -0.28%
- YTD
- 0.43%
- 6M
- 1.60%
- 1Y
- 4.29%
- 3Y*
- 4.96%
- 5Y*
- 2.16%
- 10Y*
- 2.51%
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BSV vs. LDUR - Expense Ratio Comparison
BSV has a 0.03% expense ratio, which is lower than LDUR's 0.54% expense ratio.
Return for Risk
BSV vs. LDUR — Risk / Return Rank
BSV
LDUR
BSV vs. LDUR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund ETF Shares (BSV) and PIMCO Enhanced Low Duration Active ETF (LDUR). 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.
| BSV | LDUR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.04 | 2.32 | -0.28 |
Sortino ratioReturn per unit of downside risk | 3.25 | 3.50 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.46 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 3.23 | 3.69 | -0.46 |
Martin ratioReturn relative to average drawdown | 12.23 | 17.57 | -5.34 |
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
| BSV | LDUR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.04 | 2.32 | -0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 1.07 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.90 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.86 | 0.00 |
Correlation
The correlation between BSV and LDUR is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
BSV vs. LDUR - Dividend Comparison
BSV's dividend yield for the trailing twelve months is around 3.93%, less than LDUR's 4.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 3.93% | 3.83% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% |
LDUR PIMCO Enhanced Low Duration Active ETF | 4.43% | 4.60% | 4.77% | 4.11% | 2.22% | 0.90% | 2.15% | 3.14% | 2.66% | 2.08% | 1.85% | 2.92% |
Drawdowns
BSV vs. LDUR - Drawdown Comparison
The maximum BSV drawdown since its inception was -8.54%, roughly equal to the maximum LDUR drawdown of -8.68%. Use the drawdown chart below to compare losses from any high point for BSV and LDUR.
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Drawdown Indicators
| BSV | LDUR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.54% | -8.68% | +0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -1.29% | -1.17% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -8.54% | -6.75% | -1.79% |
Max Drawdown (10Y)Largest decline over 10 years | -8.54% | -8.68% | +0.14% |
Current DrawdownCurrent decline from peak | -0.76% | -0.44% | -0.32% |
Average DrawdownAverage peak-to-trough decline | -0.98% | -0.86% | -0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 0.25% | +0.09% |
Volatility
BSV vs. LDUR - Volatility Comparison
Vanguard Short-Term Bond Index Fund ETF Shares (BSV) and PIMCO Enhanced Low Duration Active ETF (LDUR) have volatilities of 0.78% and 0.75%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSV | LDUR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.78% | 0.75% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.19% | 1.12% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.00% | 1.86% | +0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.71% | 2.02% | +0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.37% | 2.79% | -0.42% |