VBISX vs. VBIRX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund (VBISX) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX).
VBISX is managed by Vanguard. It was launched on Mar 1, 1994. VBIRX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
VBISX vs. VBIRX - Performance Comparison
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VBISX vs. VBIRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBISX Vanguard Short-Term Bond Index Fund | -0.24% | 5.67% | 3.66% | 4.54% | -5.61% | -1.35% | 4.63% | 4.78% | 1.27% | 1.10% |
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | -0.23% | 6.09% | 3.75% | 4.87% | -5.63% | -1.20% | 4.69% | 4.86% | 1.37% | 1.18% |
Returns By Period
The year-to-date returns for both investments are quite close, with VBISX having a -0.24% return and VBIRX slightly higher at -0.23%. Over the past 10 years, VBISX has underperformed VBIRX with an annualized return of 1.77%, while VBIRX has yielded a comparatively higher 1.90% annualized return.
VBISX
- 1D
- 0.10%
- 1M
- -0.87%
- YTD
- -0.24%
- 6M
- 0.73%
- 1Y
- 3.56%
- 3Y*
- 3.88%
- 5Y*
- 1.41%
- 10Y*
- 1.77%
VBIRX
- 1D
- 0.10%
- 1M
- -0.87%
- YTD
- -0.23%
- 6M
- 0.77%
- 1Y
- 3.65%
- 3Y*
- 4.15%
- 5Y*
- 1.60%
- 10Y*
- 1.90%
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VBISX vs. VBIRX - Expense Ratio Comparison
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%.
Return for Risk
VBISX vs. VBIRX — Risk / Return Rank
VBISX
VBIRX
VBISX vs. VBIRX - Risk-Adjusted Trends Comparison
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.
| VBISX | VBIRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.58 | -0.05 |
Sortino ratioReturn per unit of downside risk | 2.48 | 2.58 | -0.10 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.31 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.65 | 2.71 | -0.06 |
Martin ratioReturn relative to average drawdown | 9.58 | 9.87 | -0.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VBISX | VBIRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.58 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.55 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.80 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.34 | 0.97 | +0.37 |
Correlation
The correlation between VBISX and VBIRX is 0.99, 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.
Dividends
VBISX vs. VBIRX - Dividend Comparison
VBISX's dividend yield for the trailing twelve months is around 3.51%, less than VBIRX's 3.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBISX Vanguard Short-Term Bond Index Fund | 3.51% | 3.44% | 3.29% | 2.10% | 1.38% | 1.16% | 1.72% | 2.16% | 1.92% | 1.58% | 1.42% | 1.34% |
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.60% | 3.83% | 3.37% | 2.41% | 1.46% | 1.22% | 1.77% | 2.24% | 2.03% | 1.66% | 1.50% | 1.41% |
Drawdowns
VBISX vs. VBIRX - Drawdown Comparison
The maximum VBISX drawdown since its inception was -8.79%, roughly equal to the maximum VBIRX drawdown of -8.69%. Use the drawdown chart below to compare losses from any high point for VBISX and VBIRX.
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Drawdown Indicators
| VBISX | VBIRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.79% | -8.69% | -0.10% |
Max Drawdown (1Y)Largest decline over 1 year | -1.54% | -1.54% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -8.72% | -8.64% | -0.08% |
Max Drawdown (10Y)Largest decline over 10 years | -8.79% | -8.69% | -0.10% |
Current DrawdownCurrent decline from peak | -1.16% | -1.16% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -0.87% | -0.99% | +0.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | 0.42% | +0.01% |
Volatility
VBISX vs. VBIRX - Volatility Comparison
Vanguard Short-Term Bond Index Fund (VBISX) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) have volatilities of 0.71% and 0.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBISX | VBIRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.71% | 0.71% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 1.50% | 1.50% | 0.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.44% | 2.42% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.91% | 2.93% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.37% | 2.39% | -0.02% |