VBISX vs. STIP

In the year-to-date period, VBISX achieves a 1.90% return, which is significantly lower than STIP's 3.47% return. Over the past 10 years, VBISX has underperformed STIP with an annualized return of 1.60%, while STIP has yielded a comparatively higher 2.85% annualized return.

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VBISX has a 0.15% expense ratio, which is higher than STIP's 0.06% 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 iShares 0-5 Year TIPS Bond ETF (STIP). 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 lower than the STIP Sharpe Ratio of 3.70. The chart below compares the historical Sharpe Ratios of VBISX and STIP, 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 STIP's 3.26% yield.

The maximum VBISX drawdown since its inception was -8.98%, which is greater than STIP's maximum drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for VBISX and STIP. For additional features, visit the drawdowns tool.