VFSTX vs. VCIT
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
VFSTX is managed by Vanguard. It was launched on Oct 29, 1982. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSTX or VCIT.
Performance
VFSTX vs. VCIT - Performance Comparison
Returns By Period
In the year-to-date period, VFSTX achieves a 4.24% return, which is significantly higher than VCIT's 3.40% return. Over the past 10 years, VFSTX has underperformed VCIT with an annualized return of 2.03%, while VCIT has yielded a comparatively higher 2.78% annualized return.
VFSTX
4.24%
-0.22%
3.53%
7.04%
1.77%
2.03%
VCIT
3.40%
-0.71%
3.99%
8.88%
0.96%
2.78%
Key characteristics
| VFSTX | VCIT | |
|---|---|---|
| Sharpe Ratio | 2.52 | 1.59 |
| Sortino Ratio | 4.05 | 2.37 |
| Omega Ratio | 1.52 | 1.28 |
| Calmar Ratio | 1.73 | 0.70 |
| Martin Ratio | 13.71 | 6.25 |
| Ulcer Index | 0.51% | 1.44% |
| Daily Std Dev | 2.80% | 5.63% |
| Max Drawdown | -9.68% | -20.56% |
| Current Drawdown | -1.18% | -5.00% |
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VFSTX vs. VCIT - Expense Ratio Comparison
VFSTX has a 0.20% expense ratio, which is higher than VCIT'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%.
Correlation
The correlation between VFSTX and VCIT 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.
Risk-Adjusted Performance
VFSTX vs. VCIT - 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 Intermediate-Term Corporate Bond ETF (VCIT). 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. VCIT - Dividend Comparison
VFSTX's dividend yield for the trailing twelve months is around 3.92%, less than VCIT's 4.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 3.92% | 3.04% | 1.93% | 1.62% | 2.24% | 2.81% | 2.67% | 1.99% | 1.97% | 1.98% | 1.89% | 1.82% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.29% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% | 4.00% |
Drawdowns
VFSTX vs. VCIT - Drawdown Comparison
The maximum VFSTX drawdown since its inception was -9.68%, smaller than the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for VFSTX and VCIT. For additional features, visit the drawdowns tool.
Volatility
VFSTX vs. VCIT - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) is 0.80%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.64%. This indicates that VFSTX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.