VISTX vs. BSV
Compare and contrast key facts about Vanguard Institutional Short-Term Bond Fund (VISTX) and Vanguard Short-Term Bond ETF (BSV).
VISTX is managed by Vanguard. It was launched on Jun 19, 2015. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VISTX or BSV.
Correlation
The correlation between VISTX and BSV 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
VISTX vs. BSV - Performance Comparison
Loading data...
Key characteristics
VISTX:
3.68
BSV:
2.68
VISTX:
6.03
BSV:
4.28
VISTX:
1.90
BSV:
1.54
VISTX:
8.86
BSV:
2.77
VISTX:
23.84
BSV:
10.08
VISTX:
0.25%
BSV:
0.61%
VISTX:
1.63%
BSV:
2.29%
VISTX:
-6.24%
BSV:
-8.62%
VISTX:
-0.38%
BSV:
-0.57%
Returns By Period
In the year-to-date period, VISTX achieves a 1.84% return, which is significantly lower than BSV's 2.32% return.
VISTX
1.84%
0.45%
2.55%
6.05%
1.83%
N/A
BSV
2.32%
0.52%
2.72%
6.21%
1.10%
1.76%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VISTX vs. BSV - Expense Ratio Comparison
VISTX has a 0.02% expense ratio, which is lower than BSV's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VISTX vs. BSV — Risk-Adjusted Performance Rank
VISTX
BSV
VISTX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Short-Term Bond Fund (VISTX) 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.
Loading data...
Dividends
VISTX vs. BSV - Dividend Comparison
VISTX's dividend yield for the trailing twelve months is around 4.65%, more than BSV's 3.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISTX Vanguard Institutional Short-Term Bond Fund | 4.65% | 4.67% | 3.91% | 1.75% | 1.07% | 1.98% | 2.71% | 2.33% | 1.78% | 1.43% | 0.33% | 0.00% |
BSV Vanguard Short-Term Bond ETF | 3.56% | 3.38% | 2.46% | 1.50% | 1.36% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
VISTX vs. BSV - Drawdown Comparison
The maximum VISTX drawdown since its inception was -6.24%, smaller than the maximum BSV drawdown of -8.62%. Use the drawdown chart below to compare losses from any high point for VISTX and BSV. For additional features, visit the drawdowns tool.
Loading data...
Volatility
VISTX vs. BSV - Volatility Comparison
The current volatility for Vanguard Institutional Short-Term Bond Fund (VISTX) is 0.56%, while Vanguard Short-Term Bond ETF (BSV) has a volatility of 0.78%. This indicates that VISTX experiences smaller price fluctuations and is considered to be less risky than BSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...