VCOBX vs. BSV
Compare and contrast key facts about Vanguard Core Bond Fund Admiral Shares (VCOBX) and Vanguard Short-Term Bond ETF (BSV).
VCOBX is managed by Vanguard. It was launched on Mar 28, 2016. 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: VCOBX or BSV.
Correlation
The correlation between VCOBX and BSV is 0.82, 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.
Performance
VCOBX vs. BSV - Performance Comparison
Key characteristics
VCOBX:
0.71
BSV:
1.72
VCOBX:
1.02
BSV:
2.52
VCOBX:
1.12
BSV:
1.32
VCOBX:
0.28
BSV:
1.43
VCOBX:
1.83
BSV:
5.65
VCOBX:
2.00%
BSV:
0.72%
VCOBX:
5.19%
BSV:
2.37%
VCOBX:
-18.91%
BSV:
-8.54%
VCOBX:
-8.14%
BSV:
-0.72%
Returns By Period
In the year-to-date period, VCOBX achieves a 0.40% return, which is significantly higher than BSV's 0.13% return.
VCOBX
0.40%
0.32%
1.39%
3.37%
-0.02%
N/A
BSV
0.13%
0.38%
2.09%
4.08%
1.23%
1.57%
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VCOBX vs. BSV - Expense Ratio Comparison
VCOBX has a 0.10% 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
VCOBX vs. BSV — Risk-Adjusted Performance Rank
VCOBX
BSV
VCOBX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Core Bond Fund Admiral Shares (VCOBX) 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.
Dividends
VCOBX vs. BSV - Dividend Comparison
VCOBX's dividend yield for the trailing twelve months is around 4.64%, more than BSV's 3.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VCOBX Vanguard Core Bond Fund Admiral Shares | 4.64% | 4.66% | 4.10% | 3.02% | 1.22% | 1.80% | 3.09% | 3.11% | 2.20% | 1.68% | 0.00% | 0.00% |
BSV Vanguard Short-Term Bond ETF | 3.38% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
VCOBX vs. BSV - Drawdown Comparison
The maximum VCOBX drawdown since its inception was -18.91%, which is greater than BSV's maximum drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for VCOBX and BSV. For additional features, visit the drawdowns tool.
Volatility
VCOBX vs. BSV - Volatility Comparison
Vanguard Core Bond Fund Admiral Shares (VCOBX) has a higher volatility of 1.56% compared to Vanguard Short-Term Bond ETF (BSV) at 0.68%. This indicates that VCOBX'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.