VFSUX vs. VFIDX
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX).
VFSUX is managed by Vanguard. It was launched on Feb 12, 2001. VFIDX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSUX or VFIDX.
Correlation
The correlation between VFSUX and VFIDX is 0.84, 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
VFSUX vs. VFIDX - Performance Comparison
Key characteristics
VFSUX:
1.85
VFIDX:
0.63
VFSUX:
2.92
VFIDX:
0.92
VFSUX:
1.36
VFIDX:
1.11
VFSUX:
2.90
VFIDX:
0.26
VFSUX:
10.04
VFIDX:
2.07
VFSUX:
0.50%
VFIDX:
1.68%
VFSUX:
2.71%
VFIDX:
5.56%
VFSUX:
-9.58%
VFIDX:
-22.52%
VFSUX:
-1.00%
VFIDX:
-8.46%
Returns By Period
In the year-to-date period, VFSUX achieves a 4.50% return, which is significantly higher than VFIDX's 2.63% return. Over the past 10 years, VFSUX has outperformed VFIDX with an annualized return of 2.21%, while VFIDX has yielded a comparatively lower 1.86% annualized return.
VFSUX
4.50%
-0.10%
2.98%
5.02%
1.87%
2.21%
VFIDX
2.63%
-0.54%
2.13%
3.48%
0.07%
1.86%
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VFSUX vs. VFIDX - Expense Ratio Comparison
Both VFSUX and VFIDX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VFSUX vs. VFIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX). 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
VFSUX vs. VFIDX - Dividend Comparison
VFSUX's dividend yield for the trailing twelve months is around 4.10%, less than VFIDX's 4.62% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Short-Term Investment-Grade Fund Admiral Shares | 4.10% | 3.14% | 2.03% | 1.73% | 2.33% | 2.92% | 2.78% | 2.10% | 2.05% | 2.07% | 2.00% | 1.93% |
Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.62% | 3.89% | 3.21% | 2.36% | 2.59% | 3.12% | 3.32% | 2.91% | 2.98% | 3.21% | 3.26% | 3.38% |
Drawdowns
VFSUX vs. VFIDX - Drawdown Comparison
The maximum VFSUX drawdown since its inception was -9.58%, smaller than the maximum VFIDX drawdown of -22.52%. Use the drawdown chart below to compare losses from any high point for VFSUX and VFIDX. For additional features, visit the drawdowns tool.
Volatility
VFSUX vs. VFIDX - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) is 0.66%, while Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a volatility of 1.81%. This indicates that VFSUX experiences smaller price fluctuations and is considered to be less risky than VFIDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.