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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIRX or VFSUX.
Key characteristics
| VBIRX | VFSUX | |
|---|---|---|
| YTD Return | 3.32% | 4.63% |
| 1Y Return | 6.35% | 8.33% |
| 3Y Return (Ann) | 0.51% | 1.29% |
| 5Y Return (Ann) | 1.23% | 1.96% |
| 10Y Return (Ann) | 1.50% | 2.17% |
| Sharpe Ratio | 2.07 | 2.81 |
| Sortino Ratio | 3.30 | 4.58 |
| Omega Ratio | 1.43 | 1.60 |
| Calmar Ratio | 1.15 | 1.73 |
| Martin Ratio | 10.53 | 17.50 |
| Ulcer Index | 0.57% | 0.46% |
| Daily Std Dev | 2.92% | 2.85% |
| Max Drawdown | -8.91% | -9.59% |
| Current Drawdown | -1.26% | -1.05% |
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.
Performance
VBIRX vs. VFSUX - Performance Comparison
In the year-to-date period, VBIRX achieves a 3.32% return, which is significantly lower than VFSUX's 4.63% return. Over the past 10 years, VBIRX has underperformed VFSUX with an annualized return of 1.50%, while VFSUX has yielded a comparatively higher 2.17% 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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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%.
Risk-Adjusted Performance
VBIRX vs. VFSUX - 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 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.
Dividends
VBIRX vs. VFSUX - Dividend Comparison
VBIRX's dividend yield for the trailing twelve months is around 3.24%, less than VFSUX's 4.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.24% | 2.41% | 1.44% | 1.17% | 1.78% | 2.23% | 2.04% | 1.53% | 1.48% | 1.32% | 1.20% | 1.21% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.01% | 3.14% | 2.03% | 1.73% | 2.33% | 2.92% | 2.78% | 2.10% | 2.05% | 2.07% | 2.00% | 1.93% |
Drawdowns
VBIRX vs. VFSUX - Drawdown Comparison
The maximum VBIRX drawdown since its inception was -8.91%, smaller than the maximum VFSUX drawdown of -9.59%. Use the drawdown chart below to compare losses from any high point for VBIRX and VFSUX. For additional features, visit the drawdowns tool.
Volatility
VBIRX vs. VFSUX - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) is 0.59%, while Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) has a volatility of 0.74%. 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.