VBIRX vs. VFSUX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX).
VBIRX is managed by Vanguard. It was launched on Nov 12, 2001. VFSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Performance
VBIRX vs. VFSUX - Performance Comparison
Loading graphics...
VBIRX vs. VFSUX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | -0.23% | 6.09% | 3.75% | 4.87% | -5.63% | -1.20% | 4.69% | 4.86% | 1.37% | 1.18% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | -0.19% | 6.87% | 5.08% | 6.17% | -5.75% | -0.62% | 5.26% | 5.85% | 0.98% | 2.13% |
Returns By Period
In the year-to-date period, VBIRX achieves a -0.23% return, which is significantly lower than VFSUX's -0.19% return. Over the past 10 years, VBIRX has underperformed VFSUX with an annualized return of 1.90%, while VFSUX has yielded a comparatively higher 2.61% annualized return.
VBIRX
- 1D
- 0.10%
- 1M
- -0.87%
- YTD
- -0.23%
- 6M
- 0.77%
- 1Y
- 3.65%
- 3Y*
- 4.15%
- 5Y*
- 1.60%
- 10Y*
- 1.90%
VFSUX
- 1D
- 0.19%
- 1M
- -1.04%
- YTD
- -0.19%
- 6M
- 0.87%
- 1Y
- 4.56%
- 3Y*
- 5.31%
- 5Y*
- 2.33%
- 10Y*
- 2.61%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VBIRX vs. VFSUX - Expense Ratio Comparison
VBIRX has a 0.07% expense ratio, which is lower than VFSUX's 0.10% 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%.
Return for Risk
VBIRX vs. VFSUX — Risk / Return Rank
VBIRX
VFSUX
VBIRX vs. VFSUX - Risk-Adjusted Trends 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 Investment-Grade Fund Admiral Shares (VFSUX). 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.
| VBIRX | VFSUX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.58 | 1.84 | -0.26 |
Sortino ratioReturn per unit of downside risk | 2.58 | 3.00 | -0.42 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.41 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 2.71 | 2.97 | -0.25 |
Martin ratioReturn relative to average drawdown | 9.87 | 11.85 | -1.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VBIRX | VFSUX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.58 | 1.84 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.79 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 1.06 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 1.34 | -0.37 |
Correlation
The correlation between VBIRX and VFSUX is 0.83, 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.
Dividends
VBIRX vs. VFSUX - Dividend Comparison
VBIRX's dividend yield for the trailing twelve months is around 3.60%, less than VFSUX's 4.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.60% | 3.83% | 3.37% | 2.41% | 1.46% | 1.22% | 1.77% | 2.24% | 2.03% | 1.66% | 1.50% | 1.41% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.29% | 4.59% | 4.16% | 3.14% | 2.03% | 1.79% | 2.34% | 2.92% | 2.79% | 2.11% | 2.14% | 2.09% |
Drawdowns
VBIRX vs. VFSUX - Drawdown Comparison
The maximum VBIRX drawdown since its inception was -8.69%, smaller than the maximum VFSUX drawdown of -9.24%. Use the drawdown chart below to compare losses from any high point for VBIRX and VFSUX.
Loading graphics...
Drawdown Indicators
| VBIRX | VFSUX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.69% | -9.24% | +0.55% |
Max Drawdown (1Y)Largest decline over 1 year | -1.54% | -1.71% | +0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -8.64% | -9.24% | +0.60% |
Max Drawdown (10Y)Largest decline over 10 years | -8.69% | -9.24% | +0.55% |
Current DrawdownCurrent decline from peak | -1.16% | -1.23% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -0.99% | -0.88% | -0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 0.43% | -0.01% |
Volatility
VBIRX vs. VFSUX - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) is 0.71%, while Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) has a volatility of 0.78%. This indicates that VBIRX experiences smaller price fluctuations and is considered to be less risky than VFSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VBIRX | VFSUX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.71% | 0.78% | -0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 1.50% | 1.51% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.42% | 2.53% | -0.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.93% | 2.95% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.39% | 2.47% | -0.08% |