VISTX vs. WISEX
VISTX (Vanguard Institutional Short-Term Bond Fund) and WISEX (Azzad Wise Capital Fund) are both Short-Term Bond funds. Over the past 10 years, VISTX returned 2.44%/yr vs 2.35%/yr for WISEX. Their 0.17 correlation means their historical movements had little consistent relationship. VISTX charges 0.02%/yr vs 0.89%/yr for WISEX.
Performance
VISTX vs. WISEX - Performance Comparison
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Returns By Period
In the year-to-date period, VISTX achieves a 1.18% return, which is significantly higher than WISEX's 0.66% return. Both investments have delivered pretty close results over the past 10 years, with VISTX having a 2.44% annualized return and WISEX not far behind at 2.35%.
VISTX
- 1D
- -0.08%
- 1M
- 0.08%
- 6M
- 0.90%
- YTD
- 1.18%
- 1Y
- 3.32%
- 3Y*
- 5.19%
- 5Y*
- 2.56%
- 10Y*
- 2.44%
- ALL TIME*
- 2.48%
WISEX
- 1D
- -0.09%
- 1M
- -0.26%
- 6M
- 0.19%
- YTD
- 0.66%
- 1Y
- 2.66%
- 3Y*
- 4.01%
- 5Y*
- 2.22%
- 10Y*
- 2.35%
- ALL TIME*
- 2.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VISTX vs. WISEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VISTX Vanguard Institutional Short-Term Bond Fund | 1.18% | 5.68% | 5.56% | 4.98% | -3.73% | -0.04% | 3.92% | 4.20% | 1.83% | 1.42% |
WISEX Azzad Wise Capital Fund | 0.66% | 5.29% | 4.53% | 3.90% | -3.37% | 1.99% | 3.52% | 5.23% | -0.08% | 2.68% |
Correlation
The correlation between VISTX and WISEX is 0.47, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.47 |
Correlation (3Y) Balances recent behavior with more history. | 0.40 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.35 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.19 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.17 |
Over the past year, VISTX and WISEX have become more correlated (0.47) than their long-term average of 0.17, meaning their price movements have been converging.
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Return for Risk
VISTX vs. WISEX — Risk / Return Rank
VISTX
WISEX
VISTX vs. WISEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Short-Term Bond Fund (VISTX) and Azzad Wise Capital Fund (WISEX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VISTX | WISEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.34 | ||
| Omega ratioGain probability vs. loss probability | 1.64 | 1.48 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 4.42 | 1.44 | +2.98 |
| Martin ratioReturn relative to average drawdown | 18.29 | 4.66 | +13.63 |
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Drawdowns
VISTX vs. WISEX - Drawdown Comparison
The maximum VISTX drawdown since its inception was -5.64%, which is greater than WISEX's maximum drawdown of -5.28%. Use the drawdown chart below to compare losses from any high point for VISTX and WISEX.
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Drawdown Indicators
| VISTX | WISEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.64% | -5.28% | -0.36% |
Max Drawdown (1Y)Largest decline over 1 year | -0.86% | -1.92% | +1.06% |
Max Drawdown (3Y)Largest decline over 3 years | -0.86% | -1.92% | +1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -5.64% | -5.28% | -0.36% |
Max Drawdown (10Y)Largest decline over 10 years | -5.64% | -5.28% | -0.36% |
Current DrawdownCurrent decline from peak | -0.08% | -0.52% | +0.44% |
Average DrawdownAverage peak-to-trough decline | -0.68% | -0.66% | -0.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.21% | 0.59% | -0.38% |
Volatility
VISTX vs. WISEX - Volatility Comparison
Vanguard Institutional Short-Term Bond Fund (VISTX) and Azzad Wise Capital Fund (WISEX) have volatilities of 0.38% and 0.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VISTX | WISEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.38% | 0.37% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 1.00% | 1.15% | -0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.33% | 1.35% | -0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.88% | 1.53% | +0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.48% | 1.64% | -0.16% |
VISTX vs. WISEX - Expense Ratio Comparison
VISTX has a 0.02% expense ratio, which is lower than WISEX's 0.89% expense ratio.
Dividends
VISTX vs. WISEX - Dividend Comparison
VISTX's dividend yield for the trailing twelve months is around 4.06%, more than WISEX's 3.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISTX Vanguard Institutional Short-Term Bond Fund | 4.06% | 4.53% | 5.03% | 3.91% | 1.76% | 1.85% | 2.33% | 2.72% | 2.32% | 1.78% | 1.51% | 0.00% |
WISEX Azzad Wise Capital Fund | 3.60% | 3.56% | 3.59% | 2.20% | 1.54% | 1.42% | 1.31% | 1.84% | 1.66% | 1.11% | 0.99% | 0.47% |
Frequently Asked Questions
VISTX and WISEX have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VISTX has higher volatility (0.38%) compared to WISEX (0.37%). In terms of maximum drawdown, VISTX dropped -5.64% vs WISEX's -5.28%.
VISTX currently has the higher Sharpe Ratio (2.85 vs 2.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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