VFSTX vs. BSV
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) and Vanguard Short-Term Bond ETF (BSV).
VFSTX is managed by Vanguard. It was launched on Oct 29, 1982. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted 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 BSV.
Correlation
The correlation between VFSTX and BSV is 0.72, 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
VFSTX vs. BSV - Performance Comparison
Key characteristics
VFSTX:
2.43
BSV:
2.82
VFSTX:
3.92
BSV:
4.41
VFSTX:
1.51
BSV:
1.58
VFSTX:
3.35
BSV:
2.21
VFSTX:
11.90
BSV:
10.32
VFSTX:
0.54%
BSV:
0.62%
VFSTX:
2.63%
BSV:
2.29%
VFSTX:
-9.68%
BSV:
-8.62%
VFSTX:
-0.10%
BSV:
0.00%
Returns By Period
In the year-to-date period, VFSTX achieves a 1.80% return, which is significantly lower than BSV's 2.48% return. Over the past 10 years, VFSTX has outperformed BSV with an annualized return of 2.19%, while BSV has yielded a comparatively lower 1.74% annualized return.
VFSTX
1.80%
0.39%
2.00%
6.28%
2.48%
2.19%
BSV
2.48%
1.07%
2.40%
6.28%
1.36%
1.74%
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VFSTX vs. BSV - Expense Ratio Comparison
VFSTX has a 0.20% expense ratio, which is higher than BSV's 0.04% 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. BSV — Risk-Adjusted Performance Rank
VFSTX
BSV
VFSTX vs. BSV - 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 Short-Term Bond ETF (BSV). 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
VFSTX vs. BSV - Dividend Comparison
VFSTX's dividend yield for the trailing twelve months is around 3.81%, more than BSV's 3.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 3.81% | 4.05% | 3.04% | 1.93% | 1.62% | 2.24% | 2.81% | 2.67% | 1.99% | 1.97% | 1.98% | 1.89% |
BSV Vanguard Short-Term Bond ETF | 3.50% | 3.38% | 2.46% | 1.50% | 1.36% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
VFSTX vs. BSV - Drawdown Comparison
The maximum VFSTX drawdown since its inception was -9.68%, which is greater than BSV's maximum drawdown of -8.62%. Use the drawdown chart below to compare losses from any high point for VFSTX and BSV. For additional features, visit the drawdowns tool.
Volatility
VFSTX vs. BSV - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) is 0.62%, while Vanguard Short-Term Bond ETF (BSV) has a volatility of 0.75%. This indicates that VFSTX experiences smaller price fluctuations and is considered to be less risky than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.