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 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VBIRX vs. BSV - Performance Comparison
Key characteristics
VBIRX:
2.12
BSV:
2.59
VBIRX:
3.36
BSV:
3.97
VBIRX:
1.44
BSV:
1.52
VBIRX:
1.61
BSV:
2.00
VBIRX:
8.00
BSV:
9.35
VBIRX:
0.68%
BSV:
0.62%
VBIRX:
2.55%
BSV:
2.25%
VBIRX:
-8.91%
BSV:
-8.62%
VBIRX:
0.00%
BSV:
0.00%
Returns By Period
In the year-to-date period, VBIRX achieves a 1.79% return, which is significantly lower than BSV's 2.03% return. Both investments have delivered pretty close results over the past 10 years, with VBIRX having a 1.63% annualized return and BSV not far ahead at 1.71%.
VBIRX
1.79%
0.29%
0.92%
5.73%
1.11%
1.63%
BSV
2.03%
0.61%
1.25%
6.05%
1.23%
1.71%
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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 3.16%, less than BSV's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.16% | 3.36% | 2.41% | 1.44% | 1.17% | 1.78% | 2.23% | 2.04% | 1.53% | 1.48% | 1.32% | 1.20% |
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
VBIRX vs. BSV - Drawdown Comparison
The maximum VBIRX drawdown since its inception was -8.91%, 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
The current volatility for Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) is 0.55%, while Vanguard Short-Term Bond ETF (BSV) has a volatility of 0.61%. This indicates that VBIRX 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.