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VIVIX vs. VBIRX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VIVIX and VBIRX is -0.20. 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.


-0.50.00.51.0
Correlation: -0.2

Performance

VIVIX vs. VBIRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Value Index Fund Institutional Shares (VIVIX) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%NovemberDecember2025FebruaryMarchApril
513.31%
68.25%
VIVIX
VBIRX

Key characteristics

Sharpe Ratio

VIVIX:

-0.03

VBIRX:

2.35

Sortino Ratio

VIVIX:

0.05

VBIRX:

3.79

Omega Ratio

VIVIX:

1.01

VBIRX:

1.50

Calmar Ratio

VIVIX:

-0.03

VBIRX:

1.79

Martin Ratio

VIVIX:

-0.13

VBIRX:

8.92

Ulcer Index

VIVIX:

2.83%

VBIRX:

0.68%

Daily Std Dev

VIVIX:

13.30%

VBIRX:

2.57%

Max Drawdown

VIVIX:

-59.30%

VBIRX:

-8.91%

Current Drawdown

VIVIX:

-12.66%

VBIRX:

0.00%

Returns By Period

In the year-to-date period, VIVIX achieves a -6.77% return, which is significantly lower than VBIRX's 2.19% return. Over the past 10 years, VIVIX has outperformed VBIRX with an annualized return of 9.26%, while VBIRX has yielded a comparatively lower 1.66% annualized return.


VIVIX

YTD

-6.77%

1M

-9.46%

6M

-9.10%

1Y

0.65%

5Y*

15.64%

10Y*

9.26%

VBIRX

YTD

2.19%

1M

0.78%

6M

2.10%

1Y

5.93%

5Y*

1.18%

10Y*

1.66%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VIVIX vs. VBIRX - Expense Ratio Comparison

VIVIX has a 0.04% expense ratio, which is lower than VBIRX's 0.07% 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%.


VBIRX
Vanguard Short-Term Bond Index Fund Admiral Shares
Expense ratio chart for VBIRX: current value is 0.07%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VBIRX: 0.07%
Expense ratio chart for VIVIX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VIVIX: 0.04%

Risk-Adjusted Performance

VIVIX vs. VBIRX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VIVIX
The Risk-Adjusted Performance Rank of VIVIX is 3535
Overall Rank
The Sharpe Ratio Rank of VIVIX is 3535
Sharpe Ratio Rank
The Sortino Ratio Rank of VIVIX is 3535
Sortino Ratio Rank
The Omega Ratio Rank of VIVIX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of VIVIX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of VIVIX is 3434
Martin Ratio Rank

VBIRX
The Risk-Adjusted Performance Rank of VBIRX is 9292
Overall Rank
The Sharpe Ratio Rank of VBIRX is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of VBIRX is 9494
Sortino Ratio Rank
The Omega Ratio Rank of VBIRX is 9393
Omega Ratio Rank
The Calmar Ratio Rank of VBIRX is 9191
Calmar Ratio Rank
The Martin Ratio Rank of VBIRX is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VIVIX vs. VBIRX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund Institutional Shares (VIVIX) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX). 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.


Sharpe ratio
The chart of Sharpe ratio for VIVIX, currently valued at -0.03, compared to the broader market-1.000.001.002.003.00
VIVIX: -0.03
VBIRX: 2.35
The chart of Sortino ratio for VIVIX, currently valued at 0.05, compared to the broader market-2.000.002.004.006.008.0010.00
VIVIX: 0.05
VBIRX: 3.79
The chart of Omega ratio for VIVIX, currently valued at 1.01, compared to the broader market0.501.001.502.002.503.003.50
VIVIX: 1.01
VBIRX: 1.50
The chart of Calmar ratio for VIVIX, currently valued at -0.03, compared to the broader market0.005.0010.0015.00
VIVIX: -0.03
VBIRX: 1.79
The chart of Martin ratio for VIVIX, currently valued at -0.13, compared to the broader market0.0020.0040.0060.00
VIVIX: -0.13
VBIRX: 8.92

The current VIVIX Sharpe Ratio is -0.03, which is lower than the VBIRX Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of VIVIX and VBIRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.03
2.35
VIVIX
VBIRX

Dividends

VIVIX vs. VBIRX - Dividend Comparison

VIVIX's dividend yield for the trailing twelve months is around 2.50%, less than VBIRX's 3.15% yield.


TTM20242023202220212020201920182017201620152014
VIVIX
Vanguard Value Index Fund Institutional Shares
2.50%2.31%2.46%2.52%2.14%2.56%2.50%2.73%2.30%2.46%2.61%2.23%
VBIRX
Vanguard Short-Term Bond Index Fund Admiral Shares
3.15%3.36%2.41%1.44%1.17%1.78%2.23%2.04%1.53%1.48%1.32%1.20%

Drawdowns

VIVIX vs. VBIRX - Drawdown Comparison

The maximum VIVIX drawdown since its inception was -59.30%, which is greater than VBIRX's maximum drawdown of -8.91%. Use the drawdown chart below to compare losses from any high point for VIVIX and VBIRX. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-12.66%
0
VIVIX
VBIRX

Volatility

VIVIX vs. VBIRX - Volatility Comparison

Vanguard Value Index Fund Institutional Shares (VIVIX) has a higher volatility of 8.06% compared to Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) at 0.70%. This indicates that VIVIX's price experiences larger fluctuations and is considered to be riskier than VBIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%2.00%4.00%6.00%8.00%NovemberDecember2025FebruaryMarchApril
8.06%
0.70%
VIVIX
VBIRX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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