VFSTX vs. BSV

In the year-to-date period, VFSTX achieves a 2.27% return, which is significantly lower than BSV's 2.40% return. Over the past 10 years, VFSTX has outperformed BSV with an annualized return of 2.26%, while BSV has yielded a comparatively lower 1.74% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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%.

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.

The current VFSTX Sharpe Ratio is 2.47, which is comparable to the BSV Sharpe Ratio of 2.69. The chart below compares the historical Sharpe Ratios of VFSTX and BSV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VFSTX's dividend yield for the trailing twelve months is around 4.24%, more than BSV's 3.55% yield.

The maximum VFSTX drawdown since its inception was -9.35%, 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.

Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) has a higher volatility of 0.84% compared to Vanguard Short-Term Bond ETF (BSV) at 0.73%. 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.