VBITX vs. VOO
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) and Vanguard S&P 500 ETF (VOO).
VBITX is managed by Vanguard. It was launched on Sep 27, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBITX or VOO.
Correlation
The correlation between VBITX and VOO is -0.13. 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. VOO - Performance Comparison
Key characteristics
VBITX:
2.50
VOO:
0.54
VBITX:
4.15
VOO:
0.88
VBITX:
1.54
VOO:
1.13
VBITX:
1.96
VOO:
0.55
VBITX:
9.96
VOO:
2.27
VBITX:
0.65%
VOO:
4.55%
VBITX:
2.61%
VOO:
19.19%
VBITX:
-8.88%
VOO:
-33.99%
VBITX:
-0.29%
VOO:
-9.90%
Returns By Period
In the year-to-date period, VBITX achieves a 1.89% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, VBITX has underperformed VOO with an annualized return of 1.67%, while VOO has yielded a comparatively higher 12.07% annualized return.
VBITX
1.89%
0.49%
2.33%
6.72%
1.04%
1.67%
VOO
-5.74%
-3.16%
-4.28%
10.88%
16.04%
12.07%
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VBITX vs. VOO - Expense Ratio Comparison
VBITX has a 0.05% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
VBITX
VOO
VBITX vs. VOO - 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 S&P 500 ETF (VOO). 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.
Dividends
VBITX vs. VOO - Dividend Comparison
VBITX's dividend yield for the trailing twelve months is around 3.19%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBITX Vanguard Short-Term Bond Index Fund Institutional Shares | 3.19% | 3.40% | 2.41% | 1.47% | 1.20% | 1.81% | 2.27% | 2.04% | 1.55% | 1.51% | 1.35% | 1.23% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VBITX vs. VOO - Drawdown Comparison
The maximum VBITX drawdown since its inception was -8.88%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VBITX and VOO. For additional features, visit the drawdowns tool.
Volatility
VBITX vs. VOO - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) is 0.97%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that VBITX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.