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VSGBX vs. BND
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VSGBX vs. BND - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and Vanguard Total Bond Market ETF (BND). The values are adjusted to include any dividend payments, if applicable.

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VSGBX vs. BND - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VSGBX
Vanguard Short-Term Federal Fund Investor Shares
0.04%5.83%4.17%3.82%-5.31%-0.66%4.36%4.10%1.27%0.69%
BND
Vanguard Total Bond Market ETF
0.31%7.08%1.38%5.65%-13.11%-1.86%7.71%8.84%-0.12%3.57%

Returns By Period

In the year-to-date period, VSGBX achieves a 0.04% return, which is significantly lower than BND's 0.31% return. Both investments have delivered pretty close results over the past 10 years, with VSGBX having a 1.78% annualized return and BND not far behind at 1.70%.


VSGBX

1D
-0.10%
1M
-0.68%
YTD
0.04%
6M
1.09%
1Y
3.95%
3Y*
4.18%
5Y*
1.56%
10Y*
1.78%

BND

1D
0.22%
1M
-0.98%
YTD
0.31%
6M
0.85%
1Y
4.27%
3Y*
3.53%
5Y*
0.30%
10Y*
1.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VSGBX vs. BND - Expense Ratio Comparison

VSGBX has a 0.20% expense ratio, which is higher than BND's 0.03% 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%.


Return for Risk

VSGBX vs. BND — Risk / Return Rank

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

VSGBX
VSGBX Risk / Return Rank: 8787
Overall Rank
VSGBX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
VSGBX Sortino Ratio Rank: 9393
Sortino Ratio Rank
VSGBX Omega Ratio Rank: 8282
Omega Ratio Rank
VSGBX Calmar Ratio Rank: 9090
Calmar Ratio Rank
VSGBX Martin Ratio Rank: 8787
Martin Ratio Rank

BND
BND Risk / Return Rank: 4848
Overall Rank
BND Sharpe Ratio Rank: 5252
Sharpe Ratio Rank
BND Sortino Ratio Rank: 4949
Sortino Ratio Rank
BND Omega Ratio Rank: 4141
Omega Ratio Rank
BND Calmar Ratio Rank: 5858
Calmar Ratio Rank
BND Martin Ratio Rank: 4141
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.

VSGBX vs. BND - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and Vanguard Total Bond Market ETF (BND). 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.


VSGBXBNDDifference

Sharpe ratio

Return per unit of total volatility

1.75

1.00

+0.75

Sortino ratio

Return per unit of downside risk

2.94

1.42

+1.52

Omega ratio

Gain probability vs. loss probability

1.36

1.18

+0.18

Calmar ratio

Return relative to maximum drawdown

2.85

1.71

+1.14

Martin ratio

Return relative to average drawdown

10.28

4.64

+5.64

VSGBX vs. BND - Sharpe Ratio Comparison

The current VSGBX Sharpe Ratio is 1.75, which is higher than the BND Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of VSGBX and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VSGBXBNDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.75

1.00

+0.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.59

0.05

+0.54

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.84

0.31

+0.53

Sharpe Ratio (All Time)

Calculated using the full available price history

1.65

0.59

+1.05

Correlation

The correlation between VSGBX and BND is 0.71, 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.


Dividends

VSGBX vs. BND - Dividend Comparison

VSGBX's dividend yield for the trailing twelve months is around 3.49%, less than BND's 3.92% yield.


TTM20252024202320222021202020192018201720162015
VSGBX
Vanguard Short-Term Federal Fund Investor Shares
3.49%3.69%3.47%3.32%1.67%1.37%1.68%2.32%1.92%1.35%1.33%1.20%
BND
Vanguard Total Bond Market ETF
3.92%3.86%3.67%3.09%2.60%2.12%2.38%2.72%2.81%2.54%2.51%2.57%

Drawdowns

VSGBX vs. BND - Drawdown Comparison

The maximum VSGBX drawdown since its inception was -7.42%, smaller than the maximum BND drawdown of -18.58%. Use the drawdown chart below to compare losses from any high point for VSGBX and BND.


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Drawdown Indicators


VSGBXBNDDifference

Max Drawdown

Largest peak-to-trough decline

-7.42%

-18.58%

+11.16%

Max Drawdown (1Y)

Largest decline over 1 year

-1.35%

-2.44%

+1.09%

Max Drawdown (5Y)

Largest decline over 5 years

-7.42%

-17.91%

+10.49%

Max Drawdown (10Y)

Largest decline over 10 years

-7.42%

-18.58%

+11.16%

Current Drawdown

Current decline from peak

-0.96%

-2.32%

+1.36%

Average Drawdown

Average peak-to-trough decline

-0.74%

-3.07%

+2.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.37%

0.90%

-0.53%

Volatility

VSGBX vs. BND - Volatility Comparison

The current volatility for Vanguard Short-Term Federal Fund Investor Shares (VSGBX) is 0.74%, while Vanguard Total Bond Market ETF (BND) has a volatility of 1.65%. This indicates that VSGBX experiences smaller price fluctuations and is considered to be less risky than BND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VSGBXBNDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.74%

1.65%

-0.91%

Volatility (6M)

Calculated over the trailing 6-month period

1.31%

2.51%

-1.20%

Volatility (1Y)

Calculated over the trailing 1-year period

2.21%

4.29%

-2.08%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.63%

6.00%

-3.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.14%

5.52%

-3.38%