VISTX vs. VFIDX
Compare and contrast key facts about Vanguard Institutional Short-Term Bond Fund (VISTX) and Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX).
VISTX is managed by Vanguard. It was launched on Jun 19, 2015. 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: VISTX or VFIDX.
Correlation
The correlation between VISTX and VFIDX is 0.71, 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. VFIDX - Performance Comparison
Key characteristics
VISTX:
3.63
VFIDX:
1.20
VISTX:
5.89
VFIDX:
1.79
VISTX:
1.87
VFIDX:
1.21
VISTX:
8.41
VFIDX:
0.47
VISTX:
22.48
VFIDX:
3.47
VISTX:
0.26%
VFIDX:
1.84%
VISTX:
1.58%
VFIDX:
5.31%
VISTX:
-6.24%
VFIDX:
-22.52%
VISTX:
0.00%
VFIDX:
-6.63%
Returns By Period
In the year-to-date period, VISTX achieves a 0.77% return, which is significantly lower than VFIDX's 1.35% return.
VISTX
0.77%
0.61%
1.87%
5.82%
1.77%
N/A
VFIDX
1.35%
1.47%
-0.03%
6.51%
-0.07%
1.83%
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VISTX vs. VFIDX - Expense Ratio Comparison
VISTX has a 0.02% expense ratio, which is lower than VFIDX's 0.10% 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. VFIDX — Risk-Adjusted Performance Rank
VISTX
VFIDX
VISTX vs. VFIDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Short-Term Bond Fund (VISTX) 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
VISTX vs. VFIDX - Dividend Comparison
VISTX's dividend yield for the trailing twelve months is around 4.65%, which matches VFIDX's 4.65% 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% |
VFIDX Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares | 4.65% | 4.65% | 3.89% | 3.21% | 2.36% | 2.59% | 3.12% | 3.32% | 2.91% | 2.98% | 3.21% | 3.26% |
Drawdowns
VISTX vs. VFIDX - Drawdown Comparison
The maximum VISTX drawdown since its inception was -6.24%, smaller than the maximum VFIDX drawdown of -22.52%. Use the drawdown chart below to compare losses from any high point for VISTX and VFIDX. For additional features, visit the drawdowns tool.
Volatility
VISTX vs. VFIDX - Volatility Comparison
The current volatility for Vanguard Institutional Short-Term Bond Fund (VISTX) is 0.35%, while Vanguard Intermediate-Term Investment-Grade Fund Admiral Shares (VFIDX) has a volatility of 1.35%. This indicates that VISTX 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.