VSBIX vs. SCHO
Compare and contrast key facts about Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX) and Schwab Short-Term U.S. Treasury ETF (SCHO).
VSBIX is managed by Vanguard. It was launched on Aug 23, 2010. SCHO is a passively managed fund by Charles Schwab that tracks the performance of the Bloomberg US Treasury (1-3 Y) (Inception 4/30/1996). It was launched on Aug 5, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSBIX or SCHO.
Correlation
The correlation between VSBIX and SCHO is 0.81, 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
VSBIX vs. SCHO - Performance Comparison
Key characteristics
VSBIX:
2.54
SCHO:
2.94
VSBIX:
3.91
SCHO:
4.90
VSBIX:
1.54
SCHO:
1.66
VSBIX:
2.71
SCHO:
6.17
VSBIX:
10.82
SCHO:
14.87
VSBIX:
0.40%
SCHO:
0.39%
VSBIX:
1.70%
SCHO:
1.96%
VSBIX:
-6.49%
SCHO:
-5.16%
VSBIX:
-0.04%
SCHO:
-0.08%
Returns By Period
In the year-to-date period, VSBIX achieves a 0.37% return, which is significantly lower than SCHO's 0.67% return. Over the past 10 years, VSBIX has underperformed SCHO with an annualized return of 1.23%, while SCHO has yielded a comparatively higher 2.13% annualized return.
VSBIX
0.37%
0.41%
1.98%
4.27%
1.11%
1.23%
SCHO
0.67%
0.41%
2.30%
5.69%
2.25%
2.13%
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VSBIX vs. SCHO - Expense Ratio Comparison
Both VSBIX and SCHO have an expense ratio of 0.05%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VSBIX vs. SCHO — Risk-Adjusted Performance Rank
VSBIX
SCHO
VSBIX vs. SCHO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX) and Schwab Short-Term U.S. Treasury ETF (SCHO). 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
VSBIX vs. SCHO - Dividend Comparison
VSBIX's dividend yield for the trailing twelve months is around 4.17%, less than SCHO's 5.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSBIX Vanguard Short-Term Treasury Index Fund Institutional Shares | 3.83% | 4.18% | 3.31% | 1.14% | 0.35% | 1.14% | 2.28% | 1.81% | 1.11% | 0.85% | 0.70% | 0.44% |
SCHO Schwab Short-Term U.S. Treasury ETF | 5.66% | 5.70% | 5.28% | 1.99% | 0.64% | 2.07% | 3.44% | 2.64% | 1.97% | 1.37% | 1.13% | 0.78% |
Drawdowns
VSBIX vs. SCHO - Drawdown Comparison
The maximum VSBIX drawdown since its inception was -6.49%, which is greater than SCHO's maximum drawdown of -5.16%. Use the drawdown chart below to compare losses from any high point for VSBIX and SCHO. For additional features, visit the drawdowns tool.
Volatility
VSBIX vs. SCHO - Volatility Comparison
The current volatility for Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX) is 0.37%, while Schwab Short-Term U.S. Treasury ETF (SCHO) has a volatility of 0.61%. This indicates that VSBIX experiences smaller price fluctuations and is considered to be less risky than SCHO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.