VCSH vs. VFSTX
Compare and contrast key facts about Vanguard Short-Term Corporate Bond ETF (VCSH) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX).
VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009. VFSTX is managed by Vanguard. It was launched on Oct 29, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VCSH or VFSTX.
Correlation
The correlation between VCSH and VFSTX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VCSH vs. VFSTX - Performance Comparison
Key characteristics
VCSH:
2.73
VFSTX:
2.15
VCSH:
4.23
VFSTX:
3.41
VCSH:
1.55
VFSTX:
1.44
VCSH:
4.81
VFSTX:
2.86
VCSH:
12.64
VFSTX:
10.11
VCSH:
0.47%
VFSTX:
0.55%
VCSH:
2.20%
VFSTX:
2.60%
VCSH:
-12.86%
VFSTX:
-9.68%
VCSH:
0.00%
VFSTX:
-0.09%
Returns By Period
In the year-to-date period, VCSH achieves a 1.00% return, which is significantly higher than VFSTX's 0.39% return. Over the past 10 years, VCSH has outperformed VFSTX with an annualized return of 2.36%, while VFSTX has yielded a comparatively lower 2.11% annualized return.
VCSH
1.00%
0.77%
1.58%
6.09%
1.87%
2.36%
VFSTX
0.39%
0.49%
1.29%
5.68%
1.66%
2.11%
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VCSH vs. VFSTX - Expense Ratio Comparison
VCSH has a 0.04% expense ratio, which is lower than VFSTX's 0.20% expense ratio. Despite the difference, 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
VCSH vs. VFSTX — Risk-Adjusted Performance Rank
VCSH
VFSTX
VCSH vs. VFSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Corporate Bond ETF (VCSH) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX). 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
VCSH vs. VFSTX - Dividend Comparison
VCSH's dividend yield for the trailing twelve months is around 4.00%, more than VFSTX's 3.74% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VCSH Vanguard Short-Term Corporate Bond ETF | 4.00% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 3.74% | 4.05% | 3.04% | 1.93% | 1.62% | 2.24% | 2.81% | 2.67% | 1.99% | 1.97% | 1.98% | 1.89% |
Drawdowns
VCSH vs. VFSTX - Drawdown Comparison
The maximum VCSH drawdown since its inception was -12.86%, which is greater than VFSTX's maximum drawdown of -9.68%. Use the drawdown chart below to compare losses from any high point for VCSH and VFSTX. For additional features, visit the drawdowns tool.
Volatility
VCSH vs. VFSTX - Volatility Comparison
The current volatility for Vanguard Short-Term Corporate Bond ETF (VCSH) is 0.50%, while Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) has a volatility of 0.54%. This indicates that VCSH experiences smaller price fluctuations and is considered to be less risky than VFSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.