VFWSX vs. SSHIX
Compare and contrast key facts about Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) and Allspring Short-Term Bond Plus Fund (SSHIX).
VFWSX is managed by Vanguard. It was launched on Apr 30, 2007. SSHIX is managed by Allspring Global Investments. It was launched on Aug 31, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFWSX or SSHIX.
Key characteristics
VFWSX | SSHIX | |
---|---|---|
YTD Return | 6.09% | 4.71% |
1Y Return | 13.51% | 7.01% |
3Y Return (Ann) | 0.60% | 1.64% |
5Y Return (Ann) | 5.31% | 2.11% |
10Y Return (Ann) | 4.83% | 2.00% |
Sharpe Ratio | 1.08 | 3.59 |
Sortino Ratio | 1.55 | 5.81 |
Omega Ratio | 1.19 | 1.85 |
Calmar Ratio | 1.12 | 2.99 |
Martin Ratio | 5.59 | 26.18 |
Ulcer Index | 2.34% | 0.27% |
Daily Std Dev | 12.17% | 1.99% |
Max Drawdown | -61.25% | -7.78% |
Current Drawdown | -7.74% | -0.52% |
Correlation
The correlation between VFWSX and SSHIX is -0.03. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VFWSX vs. SSHIX - Performance Comparison
In the year-to-date period, VFWSX achieves a 6.09% return, which is significantly higher than SSHIX's 4.71% return. Over the past 10 years, VFWSX has outperformed SSHIX with an annualized return of 4.83%, while SSHIX has yielded a comparatively lower 2.00% 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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VFWSX vs. SSHIX - Expense Ratio Comparison
VFWSX has a 0.08% expense ratio, which is lower than SSHIX's 0.47% expense ratio.
Risk-Adjusted Performance
VFWSX vs. SSHIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) and Allspring Short-Term Bond Plus Fund (SSHIX). 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
VFWSX vs. SSHIX - Dividend Comparison
VFWSX's dividend yield for the trailing twelve months is around 3.00%, less than SSHIX's 4.37% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard FTSE All-World ex-US Index Fund Institutional Shares | 3.00% | 3.31% | 3.10% | 3.06% | 1.99% | 3.10% | 3.28% | 2.67% | 2.97% | 2.97% | 3.54% | 2.70% |
Allspring Short-Term Bond Plus Fund | 4.37% | 3.92% | 2.14% | 1.50% | 2.10% | 2.62% | 2.21% | 1.64% | 1.59% | 1.33% | 1.35% | 1.48% |
Drawdowns
VFWSX vs. SSHIX - Drawdown Comparison
The maximum VFWSX drawdown since its inception was -61.25%, which is greater than SSHIX's maximum drawdown of -7.78%. Use the drawdown chart below to compare losses from any high point for VFWSX and SSHIX. For additional features, visit the drawdowns tool.
Volatility
VFWSX vs. SSHIX - Volatility Comparison
Vanguard FTSE All-World ex-US Index Fund Institutional Shares (VFWSX) has a higher volatility of 3.66% compared to Allspring Short-Term Bond Plus Fund (SSHIX) at 0.48%. This indicates that VFWSX's price experiences larger fluctuations and is considered to be riskier than SSHIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.