USSBX vs. BSV
Compare and contrast key facts about USAA Short Term Bond Fund (USSBX) and Vanguard Short-Term Bond ETF (BSV).
USSBX is managed by Victory Capital. It was launched on Jun 1, 1993. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USSBX or BSV.
Correlation
The correlation between USSBX and BSV is 0.59, 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.
Performance
USSBX vs. BSV - Performance Comparison
Key characteristics
USSBX:
3.28
BSV:
3.02
USSBX:
6.21
BSV:
4.92
USSBX:
1.89
BSV:
1.62
USSBX:
7.89
BSV:
2.40
USSBX:
23.29
BSV:
11.21
USSBX:
0.30%
BSV:
0.61%
USSBX:
2.11%
BSV:
2.26%
USSBX:
-7.80%
BSV:
-8.62%
USSBX:
-0.55%
BSV:
-0.36%
Returns By Period
In the year-to-date period, USSBX achieves a 1.34% return, which is significantly lower than BSV's 2.12% return. Over the past 10 years, USSBX has outperformed BSV with an annualized return of 2.72%, while BSV has yielded a comparatively lower 1.71% annualized return.
USSBX
1.34%
0.05%
2.25%
6.90%
3.67%
2.72%
BSV
2.12%
0.37%
2.29%
6.68%
1.08%
1.71%
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USSBX vs. BSV - Expense Ratio Comparison
USSBX has a 0.54% expense ratio, which is higher than BSV's 0.04% expense ratio.
Risk-Adjusted Performance
USSBX vs. BSV — Risk-Adjusted Performance Rank
USSBX
BSV
USSBX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Short Term Bond Fund (USSBX) and Vanguard Short-Term Bond ETF (BSV). 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.
Dividends
USSBX vs. BSV - Dividend Comparison
USSBX's dividend yield for the trailing twelve months is around 4.42%, more than BSV's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USSBX USAA Short Term Bond Fund | 4.42% | 4.33% | 3.70% | 2.40% | 2.77% | 3.22% | 2.79% | 2.43% | 1.95% | 1.87% | 1.69% | 1.76% |
BSV Vanguard Short-Term Bond ETF | 3.51% | 3.38% | 2.46% | 1.50% | 1.36% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
USSBX vs. BSV - Drawdown Comparison
The maximum USSBX drawdown since its inception was -7.80%, smaller than the maximum BSV drawdown of -8.62%. Use the drawdown chart below to compare losses from any high point for USSBX and BSV. For additional features, visit the drawdowns tool.
Volatility
USSBX vs. BSV - Volatility Comparison
The current volatility for USAA Short Term Bond Fund (USSBX) is 0.80%, while Vanguard Short-Term Bond ETF (BSV) has a volatility of 0.88%. This indicates that USSBX experiences smaller price fluctuations and is considered to be less risky than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.