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
Key characteristics
VFIDX:
1.53
IGSB:
3.01
VFIDX:
2.30
IGSB:
4.64
VFIDX:
1.27
IGSB:
1.63
VFIDX:
0.77
IGSB:
5.48
VFIDX:
4.61
IGSB:
16.10
VFIDX:
1.82%
IGSB:
0.46%
VFIDX:
5.50%
IGSB:
2.44%
VFIDX:
-20.14%
IGSB:
-13.38%
VFIDX:
-3.07%
IGSB:
-0.23%
Returns By Period
In the year-to-date period, VFIDX achieves a 2.05% return, which is significantly lower than IGSB's 2.19% return. Both investments have delivered pretty close results over the past 10 years, with VFIDX having a 2.45% annualized return and IGSB not far behind at 2.35%.
VFIDX
2.05%
-0.06%
1.50%
8.37%
1.03%
2.45%
IGSB
2.19%
0.41%
2.48%
7.29%
2.34%
2.35%
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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.
Dividends
VFIDX vs. IGSB - Dividend Comparison
VFIDX's dividend yield for the trailing twelve months is around 4.74%, more than IGSB's 4.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.74% | 4.67% | 3.90% | 3.20% | 4.00% | 5.80% | 3.13% | 3.31% | 3.05% | 3.94% | 3.39% | 3.86% |
IGSB iShares Short-Term Corporate Bond ETF | 4.14% | 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 -20.14%, 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.
Volatility
VFIDX vs. IGSB - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a higher volatility of 2.38% compared to iShares Short-Term Corporate Bond ETF (IGSB) at 1.33%. 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.