VFSIX vs. VSGDX
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) and Vanguard Short-Term Federal Fund Admiral Shares (VSGDX).
VFSIX is managed by Vanguard. It was launched on Sep 30, 1997. VSGDX 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: VFSIX or VSGDX.
Correlation
The correlation between VFSIX and VSGDX is 0.79, 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.
Performance
VFSIX vs. VSGDX - Performance Comparison
Key characteristics
VFSIX:
2.31
VSGDX:
2.25
VFSIX:
3.73
VSGDX:
3.60
VFSIX:
1.48
VSGDX:
1.46
VFSIX:
3.74
VSGDX:
1.43
VFSIX:
11.28
VSGDX:
10.40
VFSIX:
0.54%
VSGDX:
0.51%
VFSIX:
2.64%
VSGDX:
2.36%
VFSIX:
-9.54%
VSGDX:
-8.19%
VFSIX:
0.00%
VSGDX:
0.00%
Returns By Period
In the year-to-date period, VFSIX achieves a 0.77% return, which is significantly higher than VSGDX's 0.69% return. Over the past 10 years, VFSIX has outperformed VSGDX with an annualized return of 2.27%, while VSGDX has yielded a comparatively lower 1.35% annualized return.
VFSIX
0.77%
0.87%
1.73%
6.31%
1.90%
2.27%
VSGDX
0.69%
0.69%
1.39%
5.51%
1.04%
1.35%
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VFSIX vs. VSGDX - Expense Ratio Comparison
VFSIX has a 0.07% expense ratio, which is lower than VSGDX's 0.10% 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
VFSIX vs. VSGDX — Risk-Adjusted Performance Rank
VFSIX
VSGDX
VFSIX vs. VSGDX - 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 Short-Term Federal Fund Admiral Shares (VSGDX). 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. VSGDX - Dividend Comparison
VFSIX's dividend yield for the trailing twelve months is around 4.23%, more than VSGDX's 3.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSIX Vanguard Short-Term Investment-Grade Fund Institutional Shares | 4.23% | 4.18% | 3.17% | 2.06% | 1.76% | 2.37% | 2.95% | 2.81% | 2.12% | 2.08% | 2.09% | 2.02% |
VSGDX Vanguard Short-Term Federal Fund Admiral Shares | 3.55% | 3.57% | 3.42% | 1.77% | 0.58% | 1.40% | 2.41% | 2.02% | 1.41% | 1.18% | 0.97% | 0.71% |
Drawdowns
VFSIX vs. VSGDX - Drawdown Comparison
The maximum VFSIX drawdown since its inception was -9.54%, which is greater than VSGDX's maximum drawdown of -8.19%. Use the drawdown chart below to compare losses from any high point for VFSIX and VSGDX. For additional features, visit the drawdowns tool.
Volatility
VFSIX vs. VSGDX - Volatility Comparison
Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) has a higher volatility of 0.65% compared to Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) at 0.52%. This indicates that VFSIX's price experiences larger fluctuations and is considered to be riskier than VSGDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.