VBIRX vs. VUSFX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) and Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX).
VBIRX is managed by Vanguard. It was launched on Nov 12, 2001. VUSFX is managed by Vanguard. It was launched on Feb 24, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIRX or VUSFX.
Key characteristics
| VBIRX | VUSFX | |
|---|---|---|
| YTD Return | 3.12% | 4.94% |
| 1Y Return | 5.50% | 6.27% |
| 3Y Return (Ann) | 0.57% | 3.32% |
| 5Y Return (Ann) | 1.15% | 2.51% |
| Sharpe Ratio | 2.11 | 8.62 |
| Sortino Ratio | 3.38 | 18.64 |
| Omega Ratio | 1.43 | 4.98 |
| Calmar Ratio | 1.26 | 42.74 |
| Martin Ratio | 10.34 | 187.09 |
| Ulcer Index | 0.59% | 0.03% |
| Daily Std Dev | 2.91% | 0.75% |
| Max Drawdown | -8.91% | -1.72% |
| Current Drawdown | -1.46% | 0.00% |
Correlation
The correlation between VBIRX and VUSFX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VBIRX vs. VUSFX - Performance Comparison
In the year-to-date period, VBIRX achieves a 3.12% return, which is significantly lower than VUSFX's 4.94% 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. VUSFX - Expense Ratio Comparison
VBIRX has a 0.07% expense ratio, which is lower than VUSFX'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. VUSFX - 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 Ultra-Short-Term Bond Fund Admiral Shares (VUSFX). 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. VUSFX - Dividend Comparison
VBIRX's dividend yield for the trailing twelve months is around 3.24%, less than VUSFX's 5.11% 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% |
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 5.11% | 4.16% | 1.39% | 0.63% | 1.62% | 2.68% | 2.23% | 1.50% | 1.07% | 0.55% | 0.00% | 0.00% |
Drawdowns
VBIRX vs. VUSFX - Drawdown Comparison
The maximum VBIRX drawdown since its inception was -8.91%, which is greater than VUSFX's maximum drawdown of -1.72%. Use the drawdown chart below to compare losses from any high point for VBIRX and VUSFX. For additional features, visit the drawdowns tool.
Volatility
VBIRX vs. VUSFX - Volatility Comparison
Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) has a higher volatility of 0.61% compared to Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) at 0.16%. This indicates that VBIRX's price experiences larger fluctuations and is considered to be riskier than VUSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.