VISTX vs. WEFIX
Compare and contrast key facts about Vanguard Institutional Short-Term Bond Fund (VISTX) and Weitz Short Duration Income Fund (WEFIX).
VISTX is managed by Vanguard. It was launched on Jun 19, 2015. WEFIX is managed by Weitz. It was launched on Dec 23, 1988.
Performance
VISTX vs. WEFIX - Performance Comparison
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VISTX vs. WEFIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VISTX Vanguard Institutional Short-Term Bond Fund | 0.25% | 5.68% | 5.56% | 4.98% | -3.73% | -0.04% | 3.92% | 4.20% | 1.83% | 1.42% |
WEFIX Weitz Short Duration Income Fund | 0.14% | 5.64% | 6.12% | 5.90% | -2.72% | 1.04% | 3.34% | 4.23% | 1.34% | 1.54% |
Returns By Period
In the year-to-date period, VISTX achieves a 0.25% return, which is significantly higher than WEFIX's 0.14% return. Over the past 10 years, VISTX has underperformed WEFIX with an annualized return of 2.43%, while WEFIX has yielded a comparatively higher 2.80% annualized return.
VISTX
- 1D
- 0.15%
- 1M
- -0.64%
- YTD
- 0.25%
- 6M
- 1.45%
- 1Y
- 4.26%
- 3Y*
- 4.94%
- 5Y*
- 2.45%
- 10Y*
- 2.43%
WEFIX
- 1D
- 0.08%
- 1M
- -0.74%
- YTD
- 0.14%
- 6M
- 1.29%
- 1Y
- 4.10%
- 3Y*
- 5.25%
- 5Y*
- 3.03%
- 10Y*
- 2.80%
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VISTX vs. WEFIX - Expense Ratio Comparison
VISTX has a 0.02% expense ratio, which is lower than WEFIX's 0.48% expense ratio.
Return for Risk
VISTX vs. WEFIX — Risk / Return Rank
VISTX
WEFIX
VISTX vs. WEFIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Short-Term Bond Fund (VISTX) and Weitz Short Duration Income Fund (WEFIX). 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.
| VISTX | WEFIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.01 | 2.59 | +0.43 |
Sortino ratioReturn per unit of downside risk | 4.73 | 5.54 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.68 | 1.77 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 5.24 | 5.11 | +0.13 |
Martin ratioReturn relative to average drawdown | 21.26 | 20.72 | +0.54 |
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
| VISTX | WEFIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.01 | 2.59 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.33 | 1.64 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.66 | 1.68 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.70 | 1.62 | +0.08 |
Correlation
The correlation between VISTX and WEFIX is 0.68, 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
VISTX vs. WEFIX - Dividend Comparison
VISTX's dividend yield for the trailing twelve months is around 4.11%, less than WEFIX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISTX Vanguard Institutional Short-Term Bond Fund | 4.11% | 4.53% | 5.03% | 3.91% | 1.76% | 1.85% | 2.33% | 2.72% | 2.32% | 1.78% | 1.51% | 0.00% |
WEFIX Weitz Short Duration Income Fund | 4.19% | 4.55% | 5.07% | 3.73% | 2.54% | 1.87% | 2.54% | 2.49% | 2.41% | 2.11% | 2.43% | 2.39% |
Drawdowns
VISTX vs. WEFIX - Drawdown Comparison
The maximum VISTX drawdown since its inception was -5.64%, smaller than the maximum WEFIX drawdown of -5.98%. Use the drawdown chart below to compare losses from any high point for VISTX and WEFIX.
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Drawdown Indicators
| VISTX | WEFIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.64% | -5.98% | +0.34% |
Max Drawdown (1Y)Largest decline over 1 year | -0.86% | -0.91% | +0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -5.64% | -4.75% | -0.89% |
Max Drawdown (10Y)Largest decline over 10 years | -5.64% | -5.98% | +0.34% |
Current DrawdownCurrent decline from peak | -0.64% | -0.74% | +0.10% |
Average DrawdownAverage peak-to-trough decline | -0.69% | -0.60% | -0.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 0.22% | -0.01% |
Volatility
VISTX vs. WEFIX - Volatility Comparison
Vanguard Institutional Short-Term Bond Fund (VISTX) has a higher volatility of 0.47% compared to Weitz Short Duration Income Fund (WEFIX) at 0.43%. This indicates that VISTX's price experiences larger fluctuations and is considered to be riskier than WEFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VISTX | WEFIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.47% | 0.43% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 0.85% | 1.14% | -0.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.45% | 1.79% | -0.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.85% | 1.86% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.47% | 1.67% | -0.20% |