Correlation
The correlation between VFSTX and BND is -0.13. 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.
VFSTX vs. BND
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) and Vanguard Total Bond Market ETF (BND).
VFSTX is managed by Vanguard. It was launched on Oct 29, 1982. BND is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. Aggregate Bond Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSTX or BND.
Performance
VFSTX vs. BND - Performance Comparison
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Key characteristics
VFSTX:
2.47
BND:
0.95
VFSTX:
3.85
BND:
1.32
VFSTX:
1.50
BND:
1.16
VFSTX:
4.60
BND:
0.39
VFSTX:
12.12
BND:
2.30
VFSTX:
0.55%
BND:
2.11%
VFSTX:
2.79%
BND:
5.35%
VFSTX:
-9.35%
BND:
-18.84%
VFSTX:
-0.38%
BND:
-7.40%
Returns By Period
In the year-to-date period, VFSTX achieves a 2.27% return, which is significantly higher than BND's 2.15% return. Over the past 10 years, VFSTX has outperformed BND with an annualized return of 2.26%, while BND has yielded a comparatively lower 1.44% annualized return.
VFSTX
2.27%
0.28%
2.80%
6.83%
3.87%
1.96%
2.26%
BND
2.15%
-0.57%
1.08%
5.05%
1.22%
-1.01%
1.44%
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VFSTX vs. BND - Expense Ratio Comparison
VFSTX has a 0.20% expense ratio, which is higher than BND'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
VFSTX vs. BND — Risk-Adjusted Performance Rank
VFSTX
BND
VFSTX vs. BND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) and Vanguard Total Bond Market ETF (BND). 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.
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Dividends
VFSTX vs. BND - Dividend Comparison
VFSTX's dividend yield for the trailing twelve months is around 4.24%, more than BND's 3.76% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 4.24% | 4.05% | 3.04% | 1.93% | 1.99% | 2.24% | 2.81% | 2.67% | 2.01% | 2.07% | 2.00% | 2.14% |
BND Vanguard Total Bond Market ETF | 3.76% | 3.67% | 3.09% | 2.60% | 1.97% | 2.22% | 2.72% | 2.81% | 2.54% | 2.51% | 2.57% | 2.79% |
Drawdowns
VFSTX vs. BND - Drawdown Comparison
The maximum VFSTX drawdown since its inception was -9.35%, smaller than the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for VFSTX and BND.
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Volatility
VFSTX vs. BND - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) is 0.84%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.49%. This indicates that VFSTX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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