VFISX vs. VWEHX
Compare and contrast key facts about Vanguard Short-Term Treasury Fund Investor Shares (VFISX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX).
VFISX is managed by Vanguard. It was launched on Oct 28, 1991. VWEHX is managed by Vanguard. It was launched on Dec 27, 1978.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFISX or VWEHX.
Key characteristics
| VFISX | VWEHX | |
|---|---|---|
| YTD Return | 3.14% | 6.42% |
| 1Y Return | 5.68% | 12.90% |
| 3Y Return (Ann) | 0.45% | 2.69% |
| 5Y Return (Ann) | 0.72% | 3.77% |
| 10Y Return (Ann) | 0.94% | 4.41% |
| Sharpe Ratio | 2.05 | 3.43 |
| Sortino Ratio | 3.45 | 5.87 |
| Omega Ratio | 1.45 | 1.89 |
| Calmar Ratio | 0.91 | 2.92 |
| Martin Ratio | 10.21 | 22.26 |
| Ulcer Index | 0.54% | 0.56% |
| Daily Std Dev | 2.66% | 3.64% |
| Max Drawdown | -8.22% | -30.17% |
| Current Drawdown | -1.17% | -0.21% |
Correlation
The correlation between VFISX and VWEHX is 0.25, 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
VFISX vs. VWEHX - Performance Comparison
In the year-to-date period, VFISX achieves a 3.14% return, which is significantly lower than VWEHX's 6.42% return. Over the past 10 years, VFISX has underperformed VWEHX with an annualized return of 0.94%, while VWEHX has yielded a comparatively higher 4.41% 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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VFISX vs. VWEHX - Expense Ratio Comparison
VFISX has a 0.20% expense ratio, which is lower than VWEHX's 0.23% 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
VFISX vs. VWEHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Treasury Fund Investor Shares (VFISX) and Vanguard High-Yield Corporate Fund Investor Shares (VWEHX). 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
VFISX vs. VWEHX - Dividend Comparison
VFISX's dividend yield for the trailing twelve months is around 4.39%, less than VWEHX's 6.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFISX Vanguard Short-Term Treasury Fund Investor Shares | 4.39% | 3.96% | 1.92% | 0.34% | 0.75% | 2.38% | 2.10% | 1.18% | 0.91% | 0.69% | 0.50% | 0.37% |
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 6.01% | 5.68% | 5.11% | 4.15% | 4.62% | 5.25% | 5.93% | 5.30% | 5.39% | 5.88% | 5.59% | 5.79% |
Drawdowns
VFISX vs. VWEHX - Drawdown Comparison
The maximum VFISX drawdown since its inception was -8.22%, smaller than the maximum VWEHX drawdown of -30.17%. Use the drawdown chart below to compare losses from any high point for VFISX and VWEHX. For additional features, visit the drawdowns tool.
Volatility
VFISX vs. VWEHX - Volatility Comparison
The current volatility for Vanguard Short-Term Treasury Fund Investor Shares (VFISX) is 0.60%, while Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) has a volatility of 0.65%. This indicates that VFISX experiences smaller price fluctuations and is considered to be less risky than VWEHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.