VBIRX vs. BSV
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) and Vanguard Short-Term Bond ETF (BSV).
VBIRX is managed by Vanguard. It was launched on Nov 12, 2001. 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: VBIRX or BSV.
Correlation
The correlation between VBIRX and BSV is -0.15. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VBIRX vs. BSV - Performance Comparison
Key characteristics
VBIRX:
2.62
BSV:
3.03
VBIRX:
4.41
BSV:
4.97
VBIRX:
1.57
BSV:
1.62
VBIRX:
2.22
BSV:
2.47
VBIRX:
10.35
BSV:
11.33
VBIRX:
0.66%
BSV:
0.61%
VBIRX:
2.61%
BSV:
2.27%
VBIRX:
-8.64%
BSV:
-8.62%
VBIRX:
-0.39%
BSV:
-0.18%
Returns By Period
In the year-to-date period, VBIRX achieves a 2.13% return, which is significantly lower than BSV's 2.30% return. Both investments have delivered pretty close results over the past 10 years, with VBIRX having a 1.70% annualized return and BSV not far ahead at 1.73%.
VBIRX
2.13%
0.72%
2.45%
6.72%
1.12%
1.70%
BSV
2.30%
0.69%
2.52%
6.77%
1.13%
1.73%
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VBIRX vs. BSV - Expense Ratio Comparison
VBIRX has a 0.07% expense ratio, which is higher than BSV'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%.
Risk-Adjusted Performance
VBIRX vs. BSV — Risk-Adjusted Performance Rank
VBIRX
BSV
VBIRX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) 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
VBIRX vs. BSV - Dividend Comparison
VBIRX's dividend yield for the trailing twelve months is around 3.49%, which matches BSV's 3.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.49% | 3.36% | 2.41% | 1.46% | 1.45% | 1.78% | 2.24% | 2.01% | 1.53% | 1.49% | 1.30% | 1.25% |
BSV Vanguard Short-Term Bond ETF | 3.50% | 3.38% | 2.46% | 1.50% | 1.36% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
VBIRX vs. BSV - Drawdown Comparison
The maximum VBIRX drawdown since its inception was -8.64%, roughly equal to the maximum BSV drawdown of -8.62%. Use the drawdown chart below to compare losses from any high point for VBIRX and BSV. For additional features, visit the drawdowns tool.
Volatility
VBIRX vs. BSV - Volatility Comparison
Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) has a higher volatility of 0.98% compared to Vanguard Short-Term Bond ETF (BSV) at 0.87%. This indicates that VBIRX's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.