PortfoliosLab logoPortfoliosLab logo
USTB vs. BSV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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.

Loading charts...

Returns By Period

In the year-to-date period, USTB achieves a 1.23% return, which is significantly higher than BSV's 0.37% return.


USTB

1D
0.04%
1M
0.28%
YTD
1.23%
6M
1.66%
1Y
4.79%
3Y*
6.14%
5Y*
3.52%
10Y*

BSV

1D
-0.01%
1M
-0.02%
YTD
0.37%
6M
0.67%
1Y
3.70%
3Y*
4.44%
5Y*
1.66%
10Y*
1.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USTB vs. BSV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
USTB
VictoryShares Short-Term Bond ETF
1.23%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
0.37%6.00%3.78%4.90%-5.49%-1.09%4.70%4.98%1.34%-0.20%

Correlation

The correlation between USTB and BSV is 0.89, 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

0.89

Correlation (3Y)
Calculated over the trailing 3-year period

0.81

Correlation (5Y)
Calculated over the trailing 5-year period

0.78

Correlation (All Time)
Calculated using the full available price history since Oct 27, 2017

0.70

The correlation between USTB and BSV shifts across timeframes, from 0.70 (all time) to 0.89 (1 year), reflecting how their relationship changes across market environments.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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: 9494
Overall Rank
USTB Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
USTB Sortino Ratio Rank: 9898
Sortino Ratio Rank
USTB Omega Ratio Rank: 9797
Omega Ratio Rank
USTB Calmar Ratio Rank: 8989
Calmar Ratio Rank
USTB Martin Ratio Rank: 9292
Martin Ratio Rank

BSV
BSV Risk / Return Rank: 6262
Overall Rank
BSV Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
BSV Sortino Ratio Rank: 7272
Sortino Ratio Rank
BSV Omega Ratio Rank: 6464
Omega Ratio Rank
BSV Calmar Ratio Rank: 5656
Calmar Ratio Rank
BSV Martin Ratio Rank: 5656
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

3.96

2.05

+1.91

Sortino ratio

Return per unit of downside risk

6.76

3.30

+3.46

Omega ratio

Gain probability vs. loss probability

1.89

1.39

+0.50

Calmar ratio

Return relative to maximum drawdown

5.28

2.82

+2.47

Martin ratio

Return relative to average drawdown

24.05

9.96

+14.09

USTB vs. BSV - Sharpe Ratio Comparison

The current USTB Sharpe Ratio is 3.96, which is higher than the BSV Sharpe Ratio of 2.05. The chart below compares the historical Sharpe Ratios of USTB and BSV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


USTBBSVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.96

2.05

+1.91

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.76

0.61

+1.15

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.83

Sharpe Ratio (All Time)

Calculated using the full available price history

1.73

0.86

+0.88

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.


Loading charts...

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 (3Y)

Largest decline over 3 years

-1.02%

-1.53%

+0.51%

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

0.00%

-0.55%

+0.55%

Average Drawdown

Average peak-to-trough decline

-0.66%

-0.97%

+0.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.19%

0.36%

-0.17%

Volatility

USTB vs. BSV - Volatility Comparison

The current volatility for VictoryShares Short-Term Bond ETF (USTB) is 0.34%, while Vanguard Short-Term Bond Index Fund ETF Shares (BSV) has a volatility of 0.54%. 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.


Loading charts...

Volatility by Period


USTBBSVDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.34%

0.54%

-0.20%

Volatility (6M)

Calculated over the trailing 6-month period

0.84%

1.26%

-0.42%

Volatility (1Y)

Calculated over the trailing 1-year period

1.26%

1.81%

-0.55%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.01%

2.72%

-0.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.01%

2.37%

-0.36%

USTB vs. BSV - Expense Ratio Comparison

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


Dividends

USTB vs. BSV - Dividend Comparison

USTB's dividend yield for the trailing twelve months is around 4.58%, more than BSV's 3.99% yield.


PositionTTM20252024202320222021202020192018201720162015
BSV
Vanguard Short-Term Bond Index Fund ETF Shares
3.99%3.83%3.38%2.46%1.50%1.45%1.79%2.29%1.99%1.65%1.48%1.40%
USTB
VictoryShares Short-Term Bond ETF
4.58%4.62%5.05%4.49%2.54%1.84%2.59%2.69%2.32%0.43%0.00%0.00%

Frequently Asked Questions


USTB and BSV have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BSV has higher volatility (0.54%) compared to USTB (0.34%). In terms of maximum drawdown, USTB dropped -5.32% vs BSV's -8.54%.

On 5-year performance, USTB leads with 3.52% vs 1.66% for BSV. On fees, BSV is cheaper at 0.03% per year. On volatility, USTB has been the lower-risk option at 0.34%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, USTB has performed better with a 3.52% return vs 1.66%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BSV is cheaper with a 0.03% expense ratio, compared with 0.34% for USTB.

USTB has the higher dividend yield at 4.58%, compared with 3.99% for BSV.

USTB tracks Bloomberg 1–3 Year Credit Index, while BSV tracks Bloomberg U.S. 1–5 Year Government/Credit Float Adjusted Index. They also come from different issuers: Victory and Vanguard. Their fees differ too: 0.34% for USTB and 0.03% for BSV.

USTB currently has the higher Sharpe Ratio (3.96 vs 2.05), 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

Find the right allocation for USTB and BSV

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer