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USTB vs. BSV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USTB vs. BSV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VictoryShares Short-Term Bond ETF (USTB) and Vanguard Short-Term Bond Index Fund ETF Shares (BSV). The values are adjusted to include any dividend payments, if applicable.

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USTB vs. BSV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USTB
VictoryShares Short-Term Bond ETF
0.29%6.08%6.49%6.69%-2.82%0.90%5.12%5.10%1.08%0.35%
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%-0.20%

Returns By Period

In the year-to-date period, USTB achieves a 0.29% return, which is significantly higher than BSV's 0.13% return.


USTB

1D
0.08%
1M
-0.65%
YTD
0.29%
6M
1.49%
1Y
4.55%
3Y*
5.99%
5Y*
3.42%
10Y*

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%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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USTB vs. BSV - Expense Ratio Comparison

USTB has a 0.34% expense ratio, which is higher than BSV's 0.03% expense ratio.


Return for Risk

USTB vs. BSV — Risk / Return Rank

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

USTB
USTB Risk / Return Rank: 9898
Overall Rank
USTB Sharpe Ratio Rank: 9898
Sharpe Ratio Rank
USTB Sortino Ratio Rank: 9898
Sortino Ratio Rank
USTB Omega Ratio Rank: 9898
Omega Ratio Rank
USTB Calmar Ratio Rank: 9898
Calmar Ratio Rank
USTB Martin Ratio Rank: 9898
Martin Ratio Rank

BSV
BSV Risk / Return Rank: 9393
Overall Rank
BSV Sharpe Ratio Rank: 9393
Sharpe Ratio Rank
BSV Sortino Ratio Rank: 9696
Sortino Ratio Rank
BSV Omega Ratio Rank: 9393
Omega Ratio Rank
BSV Calmar Ratio Rank: 9292
Calmar Ratio Rank
BSV Martin Ratio Rank: 9292
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.

USTB vs. BSV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VictoryShares Short-Term Bond ETF (USTB) and Vanguard Short-Term Bond Index Fund ETF Shares (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.


USTBBSVDifference

Sharpe ratio

Return per unit of total volatility

3.08

2.08

+1.00

Sortino ratio

Return per unit of downside risk

4.91

3.31

+1.59

Omega ratio

Gain probability vs. loss probability

1.72

1.41

+0.31

Calmar ratio

Return relative to maximum drawdown

5.42

3.25

+2.17

Martin ratio

Return relative to average drawdown

24.04

12.45

+11.60

USTB vs. BSV - Sharpe Ratio Comparison

The current USTB Sharpe Ratio is 3.08, which is higher than the BSV Sharpe Ratio of 2.08. The chart below compares the historical Sharpe Ratios of USTB and BSV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


USTBBSVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.08

2.08

+1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.71

0.62

+1.09

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

1.70

0.86

+0.85

Correlation

The correlation between USTB and BSV is 0.70, 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

USTB vs. BSV - Dividend Comparison

USTB's dividend yield for the trailing twelve months is around 4.61%, more than BSV's 3.90% yield.


TTM20252024202320222021202020192018201720162015
USTB
VictoryShares Short-Term Bond ETF
4.61%4.62%5.05%4.49%2.54%1.84%2.59%2.69%2.32%0.43%0.00%0.00%
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%

Drawdowns

USTB vs. BSV - Drawdown Comparison

The maximum USTB drawdown since its inception was -5.32%, smaller than the maximum BSV drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for USTB and BSV.


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Drawdown Indicators


USTBBSVDifference

Max Drawdown

Largest peak-to-trough decline

-5.32%

-8.54%

+3.22%

Max Drawdown (1Y)

Largest decline over 1 year

-0.84%

-1.29%

+0.45%

Max Drawdown (5Y)

Largest decline over 5 years

-4.96%

-8.54%

+3.58%

Max Drawdown (10Y)

Largest decline over 10 years

-8.54%

Current Drawdown

Current decline from peak

-0.65%

-0.78%

+0.13%

Average Drawdown

Average peak-to-trough decline

-0.67%

-0.98%

+0.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.19%

0.34%

-0.15%

Volatility

USTB vs. BSV - Volatility Comparison

The current volatility for VictoryShares Short-Term Bond ETF (USTB) is 0.48%, while Vanguard Short-Term Bond Index Fund ETF Shares (BSV) has a volatility of 0.77%. This indicates that USTB 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.


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Volatility by Period


USTBBSVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.48%

0.77%

-0.29%

Volatility (6M)

Calculated over the trailing 6-month period

0.83%

1.19%

-0.36%

Volatility (1Y)

Calculated over the trailing 1-year period

1.48%

2.00%

-0.52%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.01%

2.71%

-0.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.02%

2.37%

-0.35%