VBISX vs. WISEX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund (VBISX) and Azzad Wise Capital Fund (WISEX).
VBISX is managed by Vanguard. It was launched on Mar 1, 1994. WISEX is managed by Azzad Fund. It was launched on Apr 1, 2010.
Performance
VBISX vs. WISEX - Performance Comparison
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VBISX vs. WISEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VBISX Vanguard Short-Term Bond Index Fund | -0.34% | 5.67% | 3.66% | 4.54% | -5.61% | -1.35% | 4.63% | 4.78% | 1.27% | 1.10% |
WISEX Azzad Wise Capital Fund | -0.75% | 5.29% | 4.53% | 3.90% | -3.37% | 1.99% | 3.52% | 5.23% | -0.08% | 2.68% |
Returns By Period
In the year-to-date period, VBISX achieves a -0.34% return, which is significantly higher than WISEX's -0.75% return. Over the past 10 years, VBISX has underperformed WISEX with an annualized return of 1.76%, while WISEX has yielded a comparatively higher 2.30% annualized return.
VBISX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- -0.34%
- 6M
- 0.83%
- 1Y
- 3.56%
- 3Y*
- 3.85%
- 5Y*
- 1.39%
- 10Y*
- 1.76%
WISEX
- 1D
- 0.01%
- 1M
- -1.91%
- YTD
- -0.75%
- 6M
- 0.15%
- 1Y
- 2.99%
- 3Y*
- 3.89%
- 5Y*
- 2.25%
- 10Y*
- 2.30%
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VBISX vs. WISEX - Expense Ratio Comparison
VBISX has a 0.15% expense ratio, which is lower than WISEX's 0.89% expense ratio.
Return for Risk
VBISX vs. WISEX — Risk / Return Rank
VBISX
WISEX
VBISX vs. WISEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund (VBISX) and Azzad Wise Capital Fund (WISEX). 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 | WISEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.64 | 2.39 | -0.75 |
Sortino ratioReturn per unit of downside risk | 2.70 | 3.45 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.57 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 2.72 | 1.60 | +1.11 |
Martin ratioReturn relative to average drawdown | 9.96 | 7.61 | +2.35 |
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 | WISEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.64 | 2.39 | -0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.00 | +0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.00 | +0.74 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.34 | 0.00 | +1.34 |
Correlation
The correlation between VBISX and WISEX is 0.02, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VBISX vs. WISEX - Dividend Comparison
VBISX's dividend yield for the trailing twelve months is around 3.52%, less than WISEX's 3.64% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBISX Vanguard Short-Term Bond Index Fund | 3.52% | 3.44% | 3.29% | 2.10% | 1.38% | 1.16% | 1.72% | 2.16% | 1.92% | 1.58% | 1.42% | 1.34% |
WISEX Azzad Wise Capital Fund | 3.64% | 3.56% | 3.59% | 2.20% | 1.54% | 1.42% | 1.31% | 1.84% | 1.66% | 1.11% | 0.99% | 0.47% |
Drawdowns
VBISX vs. WISEX - Drawdown Comparison
The maximum VBISX drawdown since its inception was -8.79%, smaller than the maximum WISEX drawdown of -98.33%. Use the drawdown chart below to compare losses from any high point for VBISX and WISEX.
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Drawdown Indicators
| VBISX | WISEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.79% | -98.33% | +89.54% |
Max Drawdown (1Y)Largest decline over 1 year | -1.54% | -1.92% | +0.38% |
Max Drawdown (5Y)Largest decline over 5 years | -8.72% | -98.33% | +89.61% |
Max Drawdown (10Y)Largest decline over 10 years | -8.79% | -98.33% | +89.54% |
Current DrawdownCurrent decline from peak | -1.25% | -98.27% | +97.02% |
Average DrawdownAverage peak-to-trough decline | -0.87% | -7.78% | +6.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.42% | 0.40% | +0.02% |
Volatility
VBISX vs. WISEX - Volatility Comparison
Vanguard Short-Term Bond Index Fund (VBISX) has a higher volatility of 0.74% compared to Azzad Wise Capital Fund (WISEX) at 0.48%. This indicates that VBISX's price experiences larger fluctuations and is considered to be riskier than WISEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VBISX | WISEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 0.48% | +0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 1.50% | 0.89% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.44% | 1.30% | +1.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.91% | 2,643.77% | -2,640.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.37% | 1,869.04% | -1,866.67% |