VFIDX vs. VFSUX
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX).
VFIDX is managed by Vanguard. It was launched on Feb 12, 2001. VFSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFIDX or VFSUX.
Performance
VFIDX vs. VFSUX - Performance Comparison
Returns By Period
In the year-to-date period, VFIDX achieves a 3.06% return, which is significantly lower than VFSUX's 4.32% return. Over the past 10 years, VFIDX has underperformed VFSUX with an annualized return of 1.81%, while VFSUX has yielded a comparatively higher 2.13% annualized return.
VFIDX
3.06%
-1.99%
3.68%
9.21%
0.22%
1.81%
VFSUX
4.32%
-0.96%
3.57%
7.26%
1.86%
2.13%
Key characteristics
| VFIDX | VFSUX | |
|---|---|---|
| Sharpe Ratio | 1.72 | 2.68 |
| Sortino Ratio | 2.55 | 4.33 |
| Omega Ratio | 1.31 | 1.56 |
| Calmar Ratio | 0.62 | 1.89 |
| Martin Ratio | 6.69 | 15.17 |
| Ulcer Index | 1.48% | 0.49% |
| Daily Std Dev | 5.74% | 2.79% |
| Max Drawdown | -22.52% | -9.59% |
| Current Drawdown | -8.08% | -1.34% |
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VFIDX vs. VFSUX - Expense Ratio Comparison
Both VFIDX and VFSUX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Correlation
The correlation between VFIDX and VFSUX is 0.84, 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.
Risk-Adjusted Performance
VFIDX vs. VFSUX - 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 Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX). 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. VFSUX - Dividend Comparison
VFIDX's dividend yield for the trailing twelve months is around 4.53%, more than VFSUX's 4.03% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.53% | 3.89% | 3.21% | 2.36% | 2.59% | 3.12% | 3.32% | 2.91% | 2.98% | 3.21% | 3.26% | 3.38% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.03% | 3.14% | 2.03% | 1.73% | 2.33% | 2.92% | 2.78% | 2.10% | 2.05% | 2.07% | 2.00% | 1.93% |
Drawdowns
VFIDX vs. VFSUX - Drawdown Comparison
The maximum VFIDX drawdown since its inception was -22.52%, which is greater than VFSUX's maximum drawdown of -9.59%. Use the drawdown chart below to compare losses from any high point for VFIDX and VFSUX. For additional features, visit the drawdowns tool.
Volatility
VFIDX vs. VFSUX - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a higher volatility of 1.61% compared to Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) at 0.75%. This indicates that VFIDX's price experiences larger fluctuations and is considered to be riskier than VFSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.