VBITX vs. BSV
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) and Vanguard Short-Term Bond ETF (BSV).
VBITX is managed by Vanguard. It was launched on Sep 27, 2011. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBITX or BSV.
Correlation
The correlation between VBITX and BSV is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VBITX vs. BSV - Performance Comparison
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Key characteristics
VBITX:
2.15
BSV:
2.47
VBITX:
3.53
BSV:
3.89
VBITX:
1.45
BSV:
1.49
VBITX:
2.08
BSV:
2.57
VBITX:
8.53
BSV:
9.19
VBITX:
0.67%
BSV:
0.62%
VBITX:
2.68%
BSV:
2.32%
VBITX:
-8.88%
BSV:
-8.62%
VBITX:
-0.87%
BSV:
-0.77%
Returns By Period
The year-to-date returns for both investments are quite close, with VBITX having a 2.04% return and BSV slightly higher at 2.11%. Both investments have delivered pretty close results over the past 10 years, with VBITX having a 1.70% annualized return and BSV not far ahead at 1.73%.
VBITX
2.04%
0.02%
2.67%
5.73%
2.99%
0.96%
1.70%
BSV
2.11%
-0.06%
2.62%
5.70%
3.03%
0.99%
1.73%
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VBITX vs. BSV - Expense Ratio Comparison
VBITX has a 0.05% 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%.
Risk-Adjusted Performance
VBITX vs. BSV — Risk-Adjusted Performance Rank
VBITX
BSV
VBITX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) 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.
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Dividends
VBITX vs. BSV - Dividend Comparison
VBITX's dividend yield for the trailing twelve months is around 3.57%, which matches BSV's 3.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBITX Vanguard Short-Term Bond Index Fund Institutional Shares | 3.57% | 3.40% | 2.41% | 1.47% | 1.20% | 1.81% | 2.27% | 2.04% | 1.55% | 1.51% | 1.35% | 1.23% |
BSV Vanguard Short-Term Bond ETF | 3.56% | 3.38% | 2.46% | 1.50% | 1.36% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
VBITX vs. BSV - Drawdown Comparison
The maximum VBITX drawdown since its inception was -8.88%, roughly equal to the maximum BSV drawdown of -8.62%. Use the drawdown chart below to compare losses from any high point for VBITX and BSV. For additional features, visit the drawdowns tool.
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Volatility
VBITX vs. BSV - Volatility Comparison
Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) has a higher volatility of 0.83% compared to Vanguard Short-Term Bond ETF (BSV) at 0.78%. This indicates that VBITX's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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