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VSDM vs. EINC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VSDM vs. EINC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) and VanEck Energy Income ETF (EINC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, VSDM achieves a 1.37% return, which is significantly lower than EINC's 24.27% return.


VSDM

1D
0.00%
1M
0.75%
YTD
1.37%
6M
1.53%
1Y
4.62%
3Y*
5Y*
10Y*

EINC

1D
1.33%
1M
-5.79%
YTD
24.27%
6M
25.77%
1Y
27.21%
3Y*
29.77%
5Y*
20.86%
10Y*
11.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VSDM vs. EINC - Yearly Performance Comparison


2026 (YTD)20252024
VSDM
Vanguard Short Duration Tax-Exempt Bond ETF
1.37%5.39%-0.10%
EINC
VanEck Energy Income ETF
24.27%7.11%-3.65%

Correlation

The correlation between VSDM and EINC is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.14

Correlation (All Time)
Calculated using the full available price history since Nov 21, 2024

-0.03

The correlation between VSDM and EINC shifts across timeframes, from -0.14 (1 year) to -0.03 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

VSDM vs. EINC — Risk / Return Rank

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

VSDM
VSDM Risk / Return Rank: 8383
Overall Rank
VSDM Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
VSDM Sortino Ratio Rank: 9595
Sortino Ratio Rank
VSDM Omega Ratio Rank: 9797
Omega Ratio Rank
VSDM Calmar Ratio Rank: 6666
Calmar Ratio Rank
VSDM Martin Ratio Rank: 6363
Martin Ratio Rank

EINC
EINC Risk / Return Rank: 5757
Overall Rank
EINC Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
EINC Sortino Ratio Rank: 5252
Sortino Ratio Rank
EINC Omega Ratio Rank: 5252
Omega Ratio Rank
EINC Calmar Ratio Rank: 7171
Calmar Ratio Rank
EINC Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VSDM vs. EINC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) and VanEck Energy Income ETF (EINC). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


VSDMEINCDifference
Sharpe ratioReturn per unit of total volatility

+1.60

Sortino ratioReturn per unit of downside risk

+2.49

Omega ratioGain probability vs. loss probability

1.84

1.32

+0.52

Calmar ratioReturn relative to maximum drawdown

3.17

3.47

-0.30

Martin ratioReturn relative to average drawdown

11.07

8.82

+2.25

VSDM vs. EINC - Sharpe Ratio Comparison

The current VSDM Sharpe Ratio is 3.41, which is higher than the EINC Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of VSDM and EINC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

VSDM vs. EINC - Drawdown Comparison

The maximum VSDM drawdown since its inception was -1.81%, smaller than the maximum EINC drawdown of -87.55%. Use the drawdown chart below to compare losses from any high point for VSDM and EINC.


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Drawdown Indicators


VSDMEINCDifference

Max Drawdown

Largest peak-to-trough decline

-1.81%

-87.55%

+85.74%

Max Drawdown (1Y)

Largest decline over 1 year

-1.46%

-7.89%

+6.43%

Max Drawdown (3Y)

Largest decline over 3 years

-16.01%

Max Drawdown (5Y)

Largest decline over 5 years

-19.87%

Max Drawdown (10Y)

Largest decline over 10 years

-68.85%

Current Drawdown

Current decline from peak

-0.19%

-5.79%

+5.60%

Average Drawdown

Average peak-to-trough decline

-0.32%

-44.16%

+43.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.42%

3.09%

-2.67%

Volatility

VSDM vs. EINC - Volatility Comparison

The current volatility for Vanguard Short Duration Tax-Exempt Bond ETF (VSDM) is 0.32%, while VanEck Energy Income ETF (EINC) has a volatility of 6.32%. This indicates that VSDM experiences smaller price fluctuations and is considered to be less risky than EINC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VSDMEINCDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.32%

6.32%

-6.00%

Volatility (6M)

Calculated over the trailing 6-month period

1.08%

11.86%

-10.78%

Volatility (1Y)

Calculated over the trailing 1-year period

1.36%

15.07%

-13.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

1.93%

19.54%

-17.61%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.93%

25.43%

-23.50%

VSDM vs. EINC - Expense Ratio Comparison

VSDM has a 0.12% expense ratio, which is lower than EINC's 0.45% expense ratio.


Dividends

VSDM vs. EINC - Dividend Comparison

VSDM's dividend yield for the trailing twelve months is around 3.10%, less than EINC's 3.56% yield.


PositionTTM20252024202320222021202020192018201720162015
EINC
VanEck Energy Income ETF
3.56%4.51%3.33%3.77%2.89%6.03%6.69%9.66%11.31%8.53%9.71%28.53%
VSDM
Vanguard Short Duration Tax-Exempt Bond ETF
3.10%3.06%0.35%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


VSDM and EINC have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EINC has higher volatility (6.32%) compared to VSDM (0.32%). In terms of maximum drawdown, VSDM dropped -1.81% vs EINC's -87.55%.

On 1-year performance, EINC leads with 27.21% vs 4.62% for VSDM. On fees, VSDM is cheaper at 0.12% per year. On volatility, VSDM has been the lower-risk option at 0.32%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, EINC has performed better with a 27.21% return vs 4.62%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VSDM is cheaper with a 0.12% expense ratio, compared with 0.45% for EINC.

EINC has the higher dividend yield at 3.56%, compared with 3.10% for VSDM.

VSDM is categorized as Municipal Bonds, while EINC is Energy Equities. They also come from different issuers: Vanguard and VanEck. Their fees differ too: 0.12% for VSDM and 0.45% for EINC.

VSDM currently has the higher Sharpe Ratio (3.41 vs 1.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for VSDM and EINC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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