VBIPX vs. VGSLX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Institutional Plus (VBIPX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
VBIPX is managed by Vanguard. It was launched on Sep 29, 2011. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIPX or VGSLX.
Key characteristics
| VBIPX | VGSLX | |
|---|---|---|
| YTD Return | 3.35% | 11.81% |
| 1Y Return | 6.38% | 33.51% |
| 3Y Return (Ann) | 0.54% | -0.66% |
| 5Y Return (Ann) | 1.26% | 4.90% |
| 10Y Return (Ann) | 1.55% | 6.10% |
| Sharpe Ratio | 2.06 | 1.83 |
| Sortino Ratio | 3.29 | 2.61 |
| Omega Ratio | 1.42 | 1.33 |
| Calmar Ratio | 1.17 | 1.01 |
| Martin Ratio | 10.05 | 7.08 |
| Ulcer Index | 0.60% | 4.43% |
| Daily Std Dev | 2.94% | 17.16% |
| Max Drawdown | -8.87% | -74.07% |
| Current Drawdown | -1.25% | -7.76% |
Correlation
The correlation between VBIPX and VGSLX is 0.11, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VBIPX vs. VGSLX - Performance Comparison
In the year-to-date period, VBIPX achieves a 3.35% return, which is significantly lower than VGSLX's 11.81% return. Over the past 10 years, VBIPX has underperformed VGSLX with an annualized return of 1.55%, while VGSLX has yielded a comparatively higher 6.10% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VBIPX vs. VGSLX - Expense Ratio Comparison
VBIPX has a 0.04% expense ratio, which is lower than VGSLX's 0.12% 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%.
Risk-Adjusted Performance
VBIPX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund Institutional Plus (VBIPX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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
VBIPX vs. VGSLX - Dividend Comparison
VBIPX's dividend yield for the trailing twelve months is around 3.26%, less than VGSLX's 3.80% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIPX Vanguard Short-Term Bond Index Fund Institutional Plus | 3.26% | 2.43% | 1.47% | 1.22% | 1.82% | 2.27% | 2.04% | 1.56% | 1.51% | 1.37% | 1.37% | 1.27% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 3.80% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
VBIPX vs. VGSLX - Drawdown Comparison
The maximum VBIPX drawdown since its inception was -8.87%, smaller than the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for VBIPX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
VBIPX vs. VGSLX - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Institutional Plus (VBIPX) is 0.68%, while Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a volatility of 5.25%. This indicates that VBIPX experiences smaller price fluctuations and is considered to be less risky than VGSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.