BSV vs. VBIRX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund ETF Shares (BSV) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX).
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. VBIRX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
BSV vs. VBIRX - Performance Comparison
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BSV vs. VBIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 0.13% | 6.00% | 3.78% | 4.90% | -5.49% | -1.09% | 4.70% | 4.98% | 1.34% | 1.20% |
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | -0.33% | 6.09% | 3.75% | 4.87% | -5.63% | -1.20% | 4.69% | 4.86% | 1.37% | 1.18% |
Returns By Period
In the year-to-date period, BSV achieves a 0.13% return, which is significantly higher than VBIRX's -0.33% return. Both investments have delivered pretty close results over the past 10 years, with BSV having a 1.97% annualized return and VBIRX not far behind at 1.89%.
BSV
- 1D
- 0.14%
- 1M
- -0.78%
- YTD
- 0.13%
- 6M
- 1.33%
- 1Y
- 4.13%
- 3Y*
- 4.27%
- 5Y*
- 1.68%
- 10Y*
- 1.97%
VBIRX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- -0.33%
- 6M
- 0.87%
- 1Y
- 3.65%
- 3Y*
- 4.12%
- 5Y*
- 1.58%
- 10Y*
- 1.89%
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BSV vs. VBIRX - Expense Ratio Comparison
BSV has a 0.03% expense ratio, which is lower than VBIRX's 0.07% 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%.
Return for Risk
BSV vs. VBIRX — Risk / Return Rank
BSV
VBIRX
BSV vs. VBIRX - 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 Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX). 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 | VBIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.08 | 1.70 | +0.38 |
Sortino ratioReturn per unit of downside risk | 3.31 | 2.80 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.34 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 3.25 | 2.78 | +0.47 |
Martin ratioReturn relative to average drawdown | 12.45 | 10.26 | +2.19 |
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 | VBIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.08 | 1.70 | +0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.54 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.80 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.97 | -0.11 |
Correlation
The correlation between BSV and VBIRX is 0.77, 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
BSV vs. VBIRX - Dividend Comparison
BSV's dividend yield for the trailing twelve months is around 3.90%, more than VBIRX's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSV Vanguard Short-Term Bond Index Fund ETF Shares | 3.90% | 3.83% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% |
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.60% | 3.83% | 3.37% | 2.41% | 1.46% | 1.22% | 1.77% | 2.24% | 2.03% | 1.66% | 1.50% | 1.41% |
Drawdowns
BSV vs. VBIRX - Drawdown Comparison
The maximum BSV drawdown since its inception was -8.54%, roughly equal to the maximum VBIRX drawdown of -8.69%. Use the drawdown chart below to compare losses from any high point for BSV and VBIRX.
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Drawdown Indicators
| BSV | VBIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.54% | -8.69% | +0.15% |
Max Drawdown (1Y)Largest decline over 1 year | -1.29% | -1.54% | +0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -8.54% | -8.64% | +0.10% |
Max Drawdown (10Y)Largest decline over 10 years | -8.54% | -8.69% | +0.15% |
Current DrawdownCurrent decline from peak | -0.78% | -1.25% | +0.47% |
Average DrawdownAverage peak-to-trough decline | -0.98% | -0.99% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.34% | 0.42% | -0.08% |
Volatility
BSV vs. VBIRX - Volatility Comparison
Vanguard Short-Term Bond Index Fund ETF Shares (BSV) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) have volatilities of 0.77% and 0.74%, 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 | VBIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 0.74% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.19% | 1.50% | -0.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.00% | 2.42% | -0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.71% | 2.93% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.37% | 2.39% | -0.02% |