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:
1.91
BSV:
1.71
VFSTX:
3.01
BSV:
2.52
VFSTX:
1.38
BSV:
1.32
VFSTX:
2.66
BSV:
1.43
VFSTX:
8.93
BSV:
5.64
VFSTX:
0.58%
BSV:
0.72%
VFSTX:
2.71%
BSV:
2.37%
VFSTX:
-9.68%
BSV:
-8.54%
VFSTX:
-0.57%
BSV:
-0.79%
Returns By Period
In the year-to-date period, VFSTX achieves a -0.10% return, which is significantly lower than BSV's 0.06% return. Over the past 10 years, VFSTX has outperformed BSV with an annualized return of 2.07%, while BSV has yielded a comparatively lower 1.56% annualized return.
VFSTX
-0.10%
0.36%
2.54%
5.18%
1.74%
2.07%
BSV
0.06%
0.31%
2.09%
4.08%
1.23%
1.56%
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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 4.06%, more than BSV's 3.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 4.06% | 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 | 3.38% | 3.38% | 2.46% | 1.50% | 1.45% | 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 -8.54%. 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
Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) has a higher volatility of 0.81% compared to Vanguard Short-Term Bond ETF (BSV) at 0.68%. This indicates that VFSTX's price experiences larger fluctuations and is considered to be riskier than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.