VIITX vs. JSDSX
Compare and contrast key facts about Vanguard Institutional Intermediate-Term Bond Fund (VIITX) and JPMorgan Short Duration Core Plus Fund (JSDSX).
VIITX is managed by Vanguard. It was launched on Jun 19, 2015. JSDSX is managed by JPMorgan. It was launched on Mar 1, 2013.
Performance
VIITX vs. JSDSX - Performance Comparison
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VIITX vs. JSDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIITX Vanguard Institutional Intermediate-Term Bond Fund | -0.06% | 7.23% | 3.67% | 5.31% | -7.99% | -1.02% | 6.17% | 6.44% | 0.87% | 2.00% |
JSDSX JPMorgan Short Duration Core Plus Fund | -0.30% | 6.57% | 5.26% | 6.12% | -5.95% | 0.21% | 5.13% | 6.03% | 0.87% | 4.09% |
Returns By Period
In the year-to-date period, VIITX achieves a -0.06% return, which is significantly higher than JSDSX's -0.30% return. Over the past 10 years, VIITX has underperformed JSDSX with an annualized return of 2.13%, while JSDSX has yielded a comparatively higher 3.59% annualized return.
VIITX
- 1D
- 0.33%
- 1M
- -1.48%
- YTD
- -0.06%
- 6M
- 1.26%
- 1Y
- 4.72%
- 3Y*
- 4.60%
- 5Y*
- 1.57%
- 10Y*
- 2.13%
JSDSX
- 1D
- 0.21%
- 1M
- -1.37%
- YTD
- -0.30%
- 6M
- 0.99%
- 1Y
- 4.42%
- 3Y*
- 5.18%
- 5Y*
- 2.27%
- 10Y*
- 3.59%
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VIITX vs. JSDSX - Expense Ratio Comparison
VIITX has a 0.02% expense ratio, which is lower than JSDSX's 0.60% expense ratio.
Return for Risk
VIITX vs. JSDSX — Risk / Return Rank
VIITX
JSDSX
VIITX vs. JSDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Intermediate-Term Bond Fund (VIITX) and JPMorgan Short Duration Core Plus Fund (JSDSX). 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.
| VIITX | JSDSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.77 | 2.22 | -0.44 |
Sortino ratioReturn per unit of downside risk | 2.61 | 3.38 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.47 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.76 | 2.95 | -0.18 |
Martin ratioReturn relative to average drawdown | 10.44 | 14.36 | -3.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIITX | JSDSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 2.22 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.87 | -0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 1.52 | -0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 1.22 | -0.47 |
Correlation
The correlation between VIITX and JSDSX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VIITX vs. JSDSX - Dividend Comparison
VIITX's dividend yield for the trailing twelve months is around 4.17%, more than JSDSX's 3.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIITX Vanguard Institutional Intermediate-Term Bond Fund | 4.17% | 4.51% | 4.71% | 3.61% | 2.14% | 2.20% | 2.87% | 2.69% | 2.62% | 2.04% | 2.95% | 0.57% |
JSDSX JPMorgan Short Duration Core Plus Fund | 3.92% | 3.88% | 3.91% | 3.33% | 2.51% | 1.86% | 2.39% | 2.66% | 2.68% | 3.93% | 4.72% | 4.81% |
Drawdowns
VIITX vs. JSDSX - Drawdown Comparison
The maximum VIITX drawdown since its inception was -11.86%, which is greater than JSDSX's maximum drawdown of -8.93%. Use the drawdown chart below to compare losses from any high point for VIITX and JSDSX.
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Drawdown Indicators
| VIITX | JSDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.86% | -8.93% | -2.93% |
Max Drawdown (1Y)Largest decline over 1 year | -1.89% | -1.58% | -0.31% |
Max Drawdown (5Y)Largest decline over 5 years | -11.86% | -8.93% | -2.93% |
Max Drawdown (10Y)Largest decline over 10 years | -11.86% | -8.93% | -2.93% |
Current DrawdownCurrent decline from peak | -1.48% | -1.37% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -2.15% | -1.29% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.50% | 0.32% | +0.18% |
Volatility
VIITX vs. JSDSX - Volatility Comparison
Vanguard Institutional Intermediate-Term Bond Fund (VIITX) has a higher volatility of 1.16% compared to JPMorgan Short Duration Core Plus Fund (JSDSX) at 0.66%. This indicates that VIITX's price experiences larger fluctuations and is considered to be riskier than JSDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIITX | JSDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.16% | 0.66% | +0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 1.71% | 1.16% | +0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.74% | 2.01% | +0.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.82% | 2.61% | +1.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.05% | 2.37% | +0.68% |