VSBIX vs. PEDIX
Compare and contrast key facts about Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX) and PIMCO Extended Duration Fund (PEDIX).
VSBIX is managed by Vanguard. It was launched on Aug 23, 2010. PEDIX is managed by PIMCO. It was launched on Aug 30, 2006.
Performance
VSBIX vs. PEDIX - Performance Comparison
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VSBIX vs. PEDIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSBIX Vanguard Short-Term Treasury Index Fund Institutional Shares | -0.05% | 5.11% | 4.37% | 4.28% | -3.87% | -0.67% | 3.11% | 3.53% | 1.52% | 0.40% |
PEDIX PIMCO Extended Duration Fund | -0.46% | 3.01% | -12.61% | 2.71% | -40.33% | -5.54% | 24.68% | 18.66% | -4.01% | 13.85% |
Returns By Period
In the year-to-date period, VSBIX achieves a -0.05% return, which is significantly higher than PEDIX's -0.46% return. Over the past 10 years, VSBIX has outperformed PEDIX with an annualized return of 1.73%, while PEDIX has yielded a comparatively lower -2.74% annualized return.
VSBIX
- 1D
- -0.33%
- 1M
- -0.61%
- YTD
- -0.05%
- 6M
- 0.91%
- 1Y
- 3.39%
- 3Y*
- 4.01%
- 5Y*
- 1.79%
- 10Y*
- 1.73%
PEDIX
- 1D
- -0.08%
- 1M
- -5.22%
- YTD
- -0.46%
- 6M
- -3.25%
- 1Y
- -4.53%
- 3Y*
- -5.52%
- 5Y*
- -9.14%
- 10Y*
- -2.74%
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VSBIX vs. PEDIX - Expense Ratio Comparison
VSBIX has a 0.05% expense ratio, which is lower than PEDIX's 0.50% expense ratio.
Return for Risk
VSBIX vs. PEDIX — Risk / Return Rank
VSBIX
PEDIX
VSBIX vs. PEDIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX) and PIMCO Extended Duration Fund (PEDIX). 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.
| VSBIX | PEDIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.31 | -0.26 | +2.57 |
Sortino ratioReturn per unit of downside risk | 3.64 | -0.24 | +3.88 |
Omega ratioGain probability vs. loss probability | 1.49 | 0.97 | +0.52 |
Calmar ratioReturn relative to maximum drawdown | 4.20 | -0.12 | +4.32 |
Martin ratioReturn relative to average drawdown | 15.69 | -0.25 | +15.94 |
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
| VSBIX | PEDIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.31 | -0.26 | +2.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.93 | -0.41 | +1.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.13 | -0.13 | +1.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.07 | 0.16 | +0.91 |
Correlation
The correlation between VSBIX and PEDIX is 0.55, 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
VSBIX vs. PEDIX - Dividend Comparison
VSBIX's dividend yield for the trailing twelve months is around 3.60%, more than PEDIX's 3.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSBIX Vanguard Short-Term Treasury Index Fund Institutional Shares | 3.60% | 3.99% | 4.52% | 3.31% | 1.14% | 0.65% | 1.74% | 2.28% | 1.81% | 1.11% | 0.80% | 0.74% |
PEDIX PIMCO Extended Duration Fund | 3.19% | 3.41% | 1.86% | 4.59% | 3.02% | 27.69% | 22.31% | 2.35% | 3.91% | 4.00% | 8.05% | 4.96% |
Drawdowns
VSBIX vs. PEDIX - Drawdown Comparison
The maximum VSBIX drawdown since its inception was -5.74%, smaller than the maximum PEDIX drawdown of -60.38%. Use the drawdown chart below to compare losses from any high point for VSBIX and PEDIX.
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Drawdown Indicators
| VSBIX | PEDIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -5.74% | -60.38% | +54.64% |
Max Drawdown (1Y)Largest decline over 1 year | -0.81% | -14.38% | +13.57% |
Max Drawdown (5Y)Largest decline over 5 years | -5.74% | -56.15% | +50.41% |
Max Drawdown (10Y)Largest decline over 10 years | -5.74% | -60.38% | +54.64% |
Current DrawdownCurrent decline from peak | -0.77% | -53.24% | +52.47% |
Average DrawdownAverage peak-to-trough decline | -0.59% | -20.92% | +20.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.22% | 7.12% | -6.90% |
Volatility
VSBIX vs. PEDIX - Volatility Comparison
The current volatility for Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX) is 0.60%, while PIMCO Extended Duration Fund (PEDIX) has a volatility of 6.15%. This indicates that VSBIX experiences smaller price fluctuations and is considered to be less risky than PEDIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSBIX | PEDIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.60% | 6.15% | -5.55% |
Volatility (6M)Calculated over the trailing 6-month period | 0.89% | 10.35% | -9.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.46% | 17.92% | -16.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.94% | 22.15% | -20.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.53% | 20.55% | -19.02% |