VBISX vs. BSV
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund (VBISX) and Vanguard Short-Term Bond ETF (BSV).
VBISX is managed by Vanguard. It was launched on Mar 1, 1994. 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: VBISX or BSV.
Correlation
The correlation between VBISX 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
VBISX vs. BSV - Performance Comparison
Key characteristics
VBISX:
1.20
BSV:
1.40
VBISX:
1.80
BSV:
2.04
VBISX:
1.23
BSV:
1.26
VBISX:
0.92
BSV:
1.18
VBISX:
4.18
BSV:
4.65
VBISX:
0.78%
BSV:
0.72%
VBISX:
2.72%
BSV:
2.37%
VBISX:
-8.98%
BSV:
-8.54%
VBISX:
-1.26%
BSV:
-1.22%
Returns By Period
The year-to-date returns for both investments are quite close, with VBISX having a -0.39% return and BSV slightly higher at -0.38%. Over the past 10 years, VBISX has underperformed BSV with an annualized return of 1.38%, while BSV has yielded a comparatively higher 1.50% annualized return.
VBISX
-0.39%
-0.29%
1.44%
3.05%
1.01%
1.38%
BSV
-0.38%
-0.31%
1.47%
3.10%
1.18%
1.50%
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VBISX vs. BSV - Expense Ratio Comparison
VBISX has a 0.15% 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
VBISX vs. BSV — Risk-Adjusted Performance Rank
VBISX
BSV
VBISX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund (VBISX) 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
VBISX vs. BSV - Dividend Comparison
VBISX's dividend yield for the trailing twelve months is around 3.30%, less than BSV's 3.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBISX Vanguard Short-Term Bond Index Fund | 3.30% | 3.29% | 2.34% | 1.37% | 1.10% | 1.72% | 2.16% | 1.93% | 1.58% | 1.41% | 1.25% | 1.12% |
BSV Vanguard Short-Term Bond ETF | 3.39% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
VBISX vs. BSV - Drawdown Comparison
The maximum VBISX drawdown since its inception was -8.98%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for VBISX and BSV. For additional features, visit the drawdowns tool.
Volatility
VBISX vs. BSV - Volatility Comparison
Vanguard Short-Term Bond Index Fund (VBISX) has a higher volatility of 0.67% compared to Vanguard Short-Term Bond ETF (BSV) at 0.56%. This indicates that VBISX's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.