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.
Key characteristics
| VFSTX | BSV | |
|---|---|---|
| YTD Return | 5.11% | 4.40% |
| 1Y Return | 9.33% | 8.03% |
| 3Y Return (Ann) | 1.38% | 0.85% |
| 5Y Return (Ann) | 2.12% | 1.55% |
| 10Y Return (Ann) | 2.21% | 1.74% |
| Sharpe Ratio | 3.11 | 2.91 |
| Daily Std Dev | 2.97% | 2.71% |
| Max Drawdown | -9.35% | -8.54% |
| Current Drawdown | -0.10% | -0.19% |
Correlation
The correlation between VFSTX and BSV is 0.71, 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
In the year-to-date period, VFSTX achieves a 5.11% return, which is significantly higher than BSV's 4.40% return. Over the past 10 years, VFSTX has outperformed BSV with an annualized return of 2.21%, while BSV has yielded a comparatively lower 1.74% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 3.71%, more than BSV's 3.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 3.71% | 3.05% | 1.93% | 1.98% | 2.23% | 2.82% | 2.68% | 1.82% | 2.06% | 2.00% | 1.97% | 2.06% |
BSV Vanguard Short-Term Bond ETF | 3.08% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.48% | 1.40% | 1.45% | 1.48% |
Drawdowns
VFSTX vs. BSV - Drawdown Comparison
The maximum VFSTX drawdown since its inception was -9.35%, 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) and Vanguard Short-Term Bond ETF (BSV) have volatilities of 0.55% and 0.56%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.