VBISX vs. VBIRX

The year-to-date returns for both investments are quite close, with VBISX having a 1.90% return and VBIRX slightly higher at 1.93%. Over the past 10 years, VBISX has underperformed VBIRX with an annualized return of 1.60%, while VBIRX has yielded a comparatively higher 1.70% annualized return.

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VBISX has a 0.15% expense ratio, which is higher than VBIRX's 0.07% 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 Index Fund Admiral Shares (VBIRX). 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 VBIRX Sharpe Ratio of 2.17. The chart below compares the historical Sharpe Ratios of VBISX and VBIRX, 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 VBIRX's 3.23% yield.

The maximum VBISX drawdown since its inception was -8.98%, roughly equal to the maximum VBIRX drawdown of -8.64%. Use the drawdown chart below to compare losses from any high point for VBISX and VBIRX. For additional features, visit the drawdowns tool.