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 0.77, 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
VISTX vs. BSV - Performance Comparison
Key characteristics
VISTX:
4.02
BSV:
3.08
VISTX:
6.71
BSV:
5.02
VISTX:
2.00
BSV:
1.63
VISTX:
9.46
BSV:
2.42
VISTX:
26.11
BSV:
11.48
VISTX:
0.25%
BSV:
0.60%
VISTX:
1.61%
BSV:
2.26%
VISTX:
-6.24%
BSV:
-8.62%
VISTX:
-0.23%
BSV:
-0.27%
Returns By Period
In the year-to-date period, VISTX achieves a 1.61% return, which is significantly lower than BSV's 2.21% return.
VISTX
1.61%
0.24%
2.10%
6.38%
1.86%
N/A
BSV
2.21%
0.53%
2.13%
6.84%
1.11%
1.74%
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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.
Dividends
VISTX vs. BSV - Dividend Comparison
VISTX's dividend yield for the trailing twelve months is around 4.65%, more than BSV's 3.51% 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 | 3.51% | 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.
Volatility
VISTX vs. BSV - Volatility Comparison
The current volatility for Vanguard Institutional Short-Term Bond Fund (VISTX) is 0.61%, while Vanguard Short-Term Bond ETF (BSV) has a volatility of 0.88%. 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.