VSBIX vs. VGSH
Compare and contrast key facts about Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX) and Vanguard Short-Term Treasury ETF (VGSH).
VSBIX is managed by Vanguard. It was launched on Aug 23, 2010. VGSH is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-3 Year Government Float Adjusted Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSBIX or VGSH.
Correlation
The correlation between VSBIX and VGSH is 0.80, 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. VGSH - Performance Comparison
Key characteristics
VSBIX:
2.50
VGSH:
2.47
VSBIX:
3.83
VGSH:
3.79
VSBIX:
1.53
VGSH:
1.51
VSBIX:
2.66
VGSH:
4.34
VSBIX:
10.61
VGSH:
10.48
VSBIX:
0.40%
VGSH:
0.40%
VSBIX:
1.69%
VGSH:
1.71%
VSBIX:
-6.49%
VGSH:
-5.70%
VSBIX:
0.00%
VGSH:
0.00%
Returns By Period
In the year-to-date period, VSBIX achieves a 0.41% return, which is significantly higher than VGSH's 0.38% return. Over the past 10 years, VSBIX has underperformed VGSH with an annualized return of 1.23%, while VGSH has yielded a comparatively higher 1.33% annualized return.
VSBIX
0.41%
0.41%
1.86%
4.04%
1.12%
1.23%
VGSH
0.38%
0.38%
1.84%
4.03%
1.30%
1.33%
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VSBIX vs. VGSH - Expense Ratio Comparison
VSBIX has a 0.05% expense ratio, which is higher than VGSH's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VSBIX vs. VGSH — Risk-Adjusted Performance Rank
VSBIX
VGSH
VSBIX vs. VGSH - 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 Vanguard Short-Term Treasury ETF (VGSH). 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. VGSH - Dividend Comparison
VSBIX's dividend yield for the trailing twelve months is around 3.83%, less than VGSH's 4.17% 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% |
VGSH Vanguard Short-Term Treasury ETF | 4.17% | 4.19% | 3.32% | 1.15% | 0.66% | 1.75% | 2.28% | 1.79% | 1.10% | 0.84% | 0.71% | 0.46% |
Drawdowns
VSBIX vs. VGSH - Drawdown Comparison
The maximum VSBIX drawdown since its inception was -6.49%, which is greater than VGSH's maximum drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for VSBIX and VGSH. For additional features, visit the drawdowns tool.
Volatility
VSBIX vs. VGSH - Volatility Comparison
Vanguard Short-Term Treasury Index Fund Institutional Shares (VSBIX) and Vanguard Short-Term Treasury ETF (VGSH) have volatilities of 0.37% 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.