VFIDX vs. IGSB
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and iShares Short-Term Corporate Bond ETF (IGSB).
VFIDX is managed by Vanguard. It was launched on Feb 12, 2001. IGSB is a passively managed fund by iShares that tracks the performance of the ICE BofAML 1-5 Year US Corporate Index. It was launched on Jan 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIDX or IGSB.
Correlation
The correlation between VFIDX and IGSB is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VFIDX vs. IGSB - Performance Comparison
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Key characteristics
VFIDX:
1.13
IGSB:
2.64
VFIDX:
1.95
IGSB:
4.27
VFIDX:
1.23
IGSB:
1.58
VFIDX:
0.57
IGSB:
5.15
VFIDX:
3.88
IGSB:
14.95
VFIDX:
1.83%
IGSB:
0.46%
VFIDX:
5.51%
IGSB:
2.46%
VFIDX:
-22.52%
IGSB:
-13.38%
VFIDX:
-5.60%
IGSB:
-0.18%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with VFIDX at 2.47% and IGSB at 2.47%. Over the past 10 years, VFIDX has underperformed IGSB with an annualized return of 1.97%, while IGSB has yielded a comparatively higher 2.38% annualized return.
VFIDX
2.47%
1.24%
2.70%
6.11%
0.14%
1.97%
IGSB
2.47%
0.84%
3.09%
6.42%
2.25%
2.38%
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VFIDX vs. IGSB - Expense Ratio Comparison
VFIDX has a 0.10% expense ratio, which is higher than IGSB's 0.06% 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
VFIDX vs. IGSB — Risk-Adjusted Performance Rank
VFIDX
IGSB
VFIDX vs. IGSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and iShares Short-Term Corporate Bond ETF (IGSB). 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
VFIDX vs. IGSB - Dividend Comparison
VFIDX's dividend yield for the trailing twelve months is around 4.77%, more than IGSB's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.77% | 4.65% | 3.89% | 3.21% | 2.36% | 2.59% | 3.12% | 3.32% | 2.91% | 2.98% | 3.21% | 3.26% |
IGSB iShares Short-Term Corporate Bond ETF | 4.21% | 4.02% | 3.26% | 2.07% | 1.82% | 2.37% | 3.07% | 2.46% | 1.65% | 1.45% | 1.18% | 0.94% |
Drawdowns
VFIDX vs. IGSB - Drawdown Comparison
The maximum VFIDX drawdown since its inception was -22.52%, which is greater than IGSB's maximum drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for VFIDX and IGSB. For additional features, visit the drawdowns tool.
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Volatility
VFIDX vs. IGSB - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a higher volatility of 1.61% compared to iShares Short-Term Corporate Bond ETF (IGSB) at 0.77%. This indicates that VFIDX's price experiences larger fluctuations and is considered to be riskier than IGSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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