VFICX vs. VFSTX
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX).
VFICX is managed by Vanguard. It was launched on Nov 1, 1993. 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: VFICX or VFSTX.
Key characteristics
| VFICX | VFSTX | |
|---|---|---|
| YTD Return | 3.13% | 4.34% |
| 1Y Return | 9.39% | 7.25% |
| 3Y Return (Ann) | -1.45% | 1.25% |
| 5Y Return (Ann) | 0.16% | 1.79% |
| 10Y Return (Ann) | 1.71% | 2.04% |
| Sharpe Ratio | 1.85 | 2.76 |
| Sortino Ratio | 2.80 | 4.53 |
| Omega Ratio | 1.34 | 1.58 |
| Calmar Ratio | 0.66 | 1.82 |
| Martin Ratio | 7.58 | 16.22 |
| Ulcer Index | 1.45% | 0.49% |
| Daily Std Dev | 5.94% | 2.86% |
| Max Drawdown | -22.68% | -9.68% |
| Current Drawdown | -8.30% | -1.08% |
Correlation
The correlation between VFICX and VFSTX is 0.85, 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
VFICX vs. VFSTX - Performance Comparison
In the year-to-date period, VFICX achieves a 3.13% return, which is significantly lower than VFSTX's 4.34% return. Over the past 10 years, VFICX has underperformed VFSTX with an annualized return of 1.71%, while VFSTX has yielded a comparatively higher 2.04% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VFICX vs. VFSTX - Expense Ratio Comparison
Both VFICX and VFSTX have an expense ratio of 0.20%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VFICX vs. VFSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) 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
VFICX vs. VFSTX - Dividend Comparison
VFICX's dividend yield for the trailing twelve months is around 4.45%, more than VFSTX's 3.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFICX Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | 4.45% | 3.81% | 3.09% | 2.26% | 2.51% | 3.04% | 3.21% | 2.80% | 2.87% | 3.08% | 3.16% | 3.27% |
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 3.91% | 3.04% | 1.93% | 1.62% | 2.24% | 2.81% | 2.67% | 1.99% | 1.97% | 1.98% | 1.89% | 1.82% |
Drawdowns
VFICX vs. VFSTX - Drawdown Comparison
The maximum VFICX drawdown since its inception was -22.68%, which is greater than VFSTX's maximum drawdown of -9.68%. Use the drawdown chart below to compare losses from any high point for VFICX and VFSTX. For additional features, visit the drawdowns tool.
Volatility
VFICX vs. VFSTX - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) has a higher volatility of 1.64% compared to Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) at 0.84%. This indicates that VFICX's price experiences larger fluctuations and is considered to be riskier than VFSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.