VFSIX vs. VOO
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) and Vanguard S&P 500 ETF (VOO).
VFSIX is managed by Vanguard. It was launched on Sep 30, 1997. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSIX or VOO.
Correlation
The correlation between VFSIX and VOO is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VFSIX vs. VOO - Performance Comparison
Key characteristics
VFSIX:
2.70
VOO:
0.54
VFSIX:
4.44
VOO:
0.88
VFSIX:
1.58
VOO:
1.13
VFSIX:
5.18
VOO:
0.55
VFSIX:
14.11
VOO:
2.27
VFSIX:
0.53%
VOO:
4.55%
VFSIX:
2.76%
VOO:
19.19%
VFSIX:
-9.22%
VOO:
-33.99%
VFSIX:
-0.29%
VOO:
-9.90%
Returns By Period
In the year-to-date period, VFSIX achieves a 2.01% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, VFSIX has underperformed VOO with an annualized return of 2.36%, while VOO has yielded a comparatively higher 12.24% annualized return.
VFSIX
2.01%
0.47%
2.74%
7.55%
2.33%
2.36%
VOO
-5.74%
-0.92%
-4.28%
9.78%
15.84%
12.24%
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VFSIX vs. VOO - Expense Ratio Comparison
VFSIX has a 0.07% expense ratio, which is higher than VOO's 0.03% 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
VFSIX vs. VOO — Risk-Adjusted Performance Rank
VFSIX
VOO
VFSIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) and Vanguard S&P 500 ETF (VOO). 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
VFSIX vs. VOO - Dividend Comparison
VFSIX's dividend yield for the trailing twelve months is around 4.31%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSIX Vanguard Short-Term Investment-Grade Fund Institutional Shares | 4.31% | 4.18% | 3.18% | 2.06% | 2.11% | 2.36% | 2.95% | 2.81% | 1.94% | 2.18% | 2.11% | 2.08% |
VOO Vanguard S&P 500 ETF | 1.38% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VFSIX vs. VOO - Drawdown Comparison
The maximum VFSIX drawdown since its inception was -9.22%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VFSIX and VOO. For additional features, visit the drawdowns tool.
Volatility
VFSIX vs. VOO - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) is 1.17%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that VFSIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.