VBISX vs. BSV

In the year-to-date period, VBISX achieves a 1.90% return, which is significantly lower than BSV's 2.32% return. Over the past 10 years, VBISX has underperformed BSV with an annualized return of 1.60%, while BSV has yielded a comparatively higher 1.76% annualized return.

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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%.

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.

The current VBISX Sharpe Ratio is 2.11, which is comparable to the BSV Sharpe Ratio of 2.68. The chart below compares the historical Sharpe Ratios of VBISX and BSV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBISX's dividend yield for the trailing twelve months is around 3.17%, less than BSV's 3.56% yield.

The maximum VBISX drawdown since its inception was -8.98%, roughly equal to the maximum BSV drawdown of -8.62%. Use the drawdown chart below to compare losses from any high point for VBISX and BSV. For additional features, visit the drawdowns tool.