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 0.83, 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:
3.82
SCHO:
3.57
VSBIX:
6.48
SCHO:
5.97
VSBIX:
1.89
SCHO:
1.82
VSBIX:
4.17
SCHO:
6.42
VSBIX:
18.31
SCHO:
19.09
VSBIX:
0.34%
SCHO:
0.33%
VSBIX:
1.63%
SCHO:
1.76%
VSBIX:
-6.49%
SCHO:
-5.69%
VSBIX:
-0.08%
SCHO:
-0.04%
Returns By Period
In the year-to-date period, VSBIX achieves a 1.94% return, which is significantly lower than SCHO's 2.33% return. Over the past 10 years, VSBIX has underperformed SCHO with an annualized return of 1.38%, while SCHO has yielded a comparatively higher 1.46% annualized return.
VSBIX
1.94%
0.60%
2.23%
6.22%
0.97%
1.38%
SCHO
2.33%
0.64%
2.31%
6.24%
1.16%
1.46%
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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 4.16%, less than SCHO's 4.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSBIX Vanguard Short-Term Treasury Index Fund Institutional Shares | 4.16% | 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 | 4.22% | 4.29% | 3.76% | 1.34% | 0.41% | 1.27% | 2.26% | 1.78% | 1.12% | 0.82% | 0.68% | 0.47% |
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 -5.69%. 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 0.65%, while Schwab Short-Term U.S. Treasury ETF (SCHO) has a volatility of 0.73%. 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.