VBIRX vs. VSCSX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) and Vanguard Short-Term Corporate Bond Index Fund Admiral Shares (VSCSX).
VBIRX is managed by Vanguard. It was launched on Nov 12, 2001. VSCSX is managed by Vanguard. It was launched on Nov 18, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIRX or VSCSX.
Performance
VBIRX vs. VSCSX - Performance Comparison
Returns By Period
In the year-to-date period, VBIRX achieves a 3.12% return, which is significantly lower than VSCSX's 4.52% return. Over the past 10 years, VBIRX has underperformed VSCSX with an annualized return of 1.47%, while VSCSX has yielded a comparatively higher 2.25% annualized return.
VBIRX
3.12%
-0.69%
3.07%
5.50%
1.13%
1.47%
VSCSX
4.52%
-0.17%
3.58%
7.11%
1.87%
2.25%
Key characteristics
| VBIRX | VSCSX | |
|---|---|---|
| Sharpe Ratio | 1.94 | 2.96 |
| Sortino Ratio | 3.05 | 4.73 |
| Omega Ratio | 1.39 | 1.61 |
| Calmar Ratio | 1.15 | 2.00 |
| Martin Ratio | 8.75 | 16.37 |
| Ulcer Index | 0.63% | 0.44% |
| Daily Std Dev | 2.84% | 2.44% |
| Max Drawdown | -8.91% | -9.56% |
| Current Drawdown | -1.46% | -1.00% |
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. VSCSX - Expense Ratio Comparison
Both VBIRX and VSCSX have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Correlation
The correlation between VBIRX and VSCSX is 0.82, 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.
Risk-Adjusted Performance
VBIRX vs. VSCSX - 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 Corporate Bond Index Fund Admiral Shares (VSCSX). 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. VSCSX - Dividend Comparison
VBIRX's dividend yield for the trailing twelve months is around 3.24%, less than VSCSX's 3.78% 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% |
VSCSX Vanguard Short-Term Corporate Bond Index Fund Admiral Shares | 3.78% | 3.07% | 1.99% | 1.56% | 2.26% | 2.85% | 2.66% | 2.26% | 2.11% | 2.00% | 1.83% | 1.83% |
Drawdowns
VBIRX vs. VSCSX - Drawdown Comparison
The maximum VBIRX drawdown since its inception was -8.91%, smaller than the maximum VSCSX drawdown of -9.56%. Use the drawdown chart below to compare losses from any high point for VBIRX and VSCSX. For additional features, visit the drawdowns tool.
Volatility
VBIRX vs. VSCSX - Volatility Comparison
Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) has a higher volatility of 0.61% compared to Vanguard Short-Term Corporate Bond Index Fund Admiral Shares (VSCSX) at 0.58%. This indicates that VBIRX's price experiences larger fluctuations and is considered to be riskier than VSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.