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IBDY vs. VCSH
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBDY vs. VCSH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2033 Term Corporate ETF (IBDY) and Vanguard Short-Term Corporate Bond ETF (VCSH). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBDY achieves a -0.23% return, which is significantly lower than VCSH's 0.41% return.


IBDY

1D
-0.49%
1M
-0.73%
YTD
-0.23%
6M
0.14%
1Y
5.45%
3Y*
5Y*
10Y*

VCSH

1D
-0.29%
1M
-0.26%
YTD
0.41%
6M
0.83%
1Y
4.30%
3Y*
5.47%
5Y*
2.27%
10Y*
2.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBDY vs. VCSH - Yearly Performance Comparison


2026 (YTD)202520242023
IBDY
iShares iBonds Dec 2033 Term Corporate ETF
-0.23%9.41%2.02%5.75%
VCSH
Vanguard Short-Term Corporate Bond ETF
0.41%6.77%4.91%4.34%

Correlation

The correlation between IBDY and VCSH is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.91

Correlation (All Time)
Calculated using the full available price history since Jun 26, 2023

0.89

The correlation between IBDY and VCSH has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.

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Return for Risk

IBDY vs. VCSH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBDY
IBDY Risk / Return Rank: 4141
Overall Rank
IBDY Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
IBDY Sortino Ratio Rank: 4242
Sortino Ratio Rank
IBDY Omega Ratio Rank: 3838
Omega Ratio Rank
IBDY Calmar Ratio Rank: 4242
Calmar Ratio Rank
IBDY Martin Ratio Rank: 4141
Martin Ratio Rank

VCSH
VCSH Risk / Return Rank: 7373
Overall Rank
VCSH Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
VCSH Sortino Ratio Rank: 8181
Sortino Ratio Rank
VCSH Omega Ratio Rank: 7777
Omega Ratio Rank
VCSH Calmar Ratio Rank: 6464
Calmar Ratio Rank
VCSH Martin Ratio Rank: 7070
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBDY vs. VCSH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2033 Term Corporate ETF (IBDY) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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.


IBDYVCSHDifference
Sharpe ratioReturn per unit of total volatility

-0.98

Sortino ratioReturn per unit of downside risk

-1.58

Omega ratioGain probability vs. loss probability

1.23

1.44

-0.21

Calmar ratioReturn relative to maximum drawdown

1.93

3.08

-1.15

Martin ratioReturn relative to average drawdown

6.14

12.69

-6.55

IBDY vs. VCSH - Sharpe Ratio Comparison

The current IBDY Sharpe Ratio is 1.31, which is lower than the VCSH Sharpe Ratio of 2.29. The chart below compares the historical Sharpe Ratios of IBDY and VCSH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IBDYVCSHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.31

2.29

-0.98

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

1.01

-0.11

Drawdowns

IBDY vs. VCSH - Drawdown Comparison

The maximum IBDY drawdown since its inception was -7.53%, smaller than the maximum VCSH drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for IBDY and VCSH.


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Drawdown Indicators


IBDYVCSHDifference

Max Drawdown

Largest peak-to-trough decline

-7.53%

-12.86%

+5.33%

Max Drawdown (1Y)

Largest decline over 1 year

-2.84%

-1.40%

-1.44%

Max Drawdown (3Y)

Largest decline over 3 years

-1.40%

Max Drawdown (5Y)

Largest decline over 5 years

-9.48%

Max Drawdown (10Y)

Largest decline over 10 years

-12.86%

Current Drawdown

Current decline from peak

-1.76%

-0.55%

-1.21%

Average Drawdown

Average peak-to-trough decline

-1.57%

-0.97%

-0.60%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.89%

0.34%

+0.55%

Volatility

IBDY vs. VCSH - Volatility Comparison

iShares iBonds Dec 2033 Term Corporate ETF (IBDY) has a higher volatility of 1.33% compared to Vanguard Short-Term Corporate Bond ETF (VCSH) at 0.62%. This indicates that IBDY's price experiences larger fluctuations and is considered to be riskier than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IBDYVCSHDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.33%

0.62%

+0.71%

Volatility (6M)

Calculated over the trailing 6-month period

3.04%

1.41%

+1.63%

Volatility (1Y)

Calculated over the trailing 1-year period

4.18%

1.90%

+2.28%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.35%

2.88%

+3.47%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.35%

3.35%

+3.00%

IBDY vs. VCSH - Expense Ratio Comparison

IBDY has a 0.10% expense ratio, which is higher than VCSH's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

IBDY vs. VCSH - Dividend Comparison

IBDY's dividend yield for the trailing twelve months is around 4.91%, more than VCSH's 4.46% yield.


PositionTTM20252024202320222021202020192018201720162015
IBDY
iShares iBonds Dec 2033 Term Corporate ETF
4.91%4.87%5.02%2.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VCSH
Vanguard Short-Term Corporate Bond ETF
4.46%4.35%3.96%3.09%2.01%1.81%2.27%2.87%2.65%2.26%2.10%2.08%

Frequently Asked Questions


With a correlation of 0.91, IBDY and VCSH move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

IBDY has higher volatility (1.33%) compared to VCSH (0.62%). In terms of maximum drawdown, IBDY dropped -7.53% vs VCSH's -12.86%.

On 1-year performance, IBDY leads with 5.45% vs 4.30% for VCSH. On fees, VCSH is cheaper at 0.04% per year. On volatility, VCSH has been the lower-risk option at 0.62%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, IBDY has performed better with a 5.45% return vs 4.30%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VCSH is cheaper with a 0.04% expense ratio, compared with 0.10% for IBDY.

IBDY has the higher dividend yield at 4.91%, compared with 4.46% for VCSH.

IBDY tracks Bloomberg December 2033 Maturity Corporate Index, while VCSH tracks Bloomberg U.S. 1-5 Year Corporate Bond Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.10% for IBDY and 0.04% for VCSH.

VCSH currently has the higher Sharpe Ratio (2.29 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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