VSGBX vs. BSV
Compare and contrast key facts about Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and Vanguard Short-Term Bond ETF (BSV).
VSGBX is managed by Vanguard. It was launched on Dec 31, 1987. BSV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGBX or BSV.
Correlation
The correlation between VSGBX and BSV is 0.73, 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
VSGBX vs. BSV - Performance Comparison
Key characteristics
VSGBX:
2.08
BSV:
2.26
VSGBX:
3.31
BSV:
3.45
VSGBX:
1.42
BSV:
1.44
VSGBX:
1.22
BSV:
1.79
VSGBX:
9.53
BSV:
7.93
VSGBX:
0.52%
BSV:
0.64%
VSGBX:
2.36%
BSV:
2.24%
VSGBX:
-8.36%
BSV:
-8.54%
VSGBX:
-0.22%
BSV:
-0.25%
Returns By Period
In the year-to-date period, VSGBX achieves a 0.20% return, which is significantly lower than BSV's 0.60% return. Over the past 10 years, VSGBX has underperformed BSV with an annualized return of 1.22%, while BSV has yielded a comparatively higher 1.65% annualized return.
VSGBX
0.20%
0.20%
1.15%
4.81%
0.88%
1.22%
BSV
0.60%
0.54%
1.22%
4.92%
1.24%
1.65%
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VSGBX vs. BSV - Expense Ratio Comparison
VSGBX has a 0.20% expense ratio, which is higher than BSV'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
VSGBX vs. BSV — Risk-Adjusted Performance Rank
VSGBX
BSV
VSGBX vs. BSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and Vanguard Short-Term Bond ETF (BSV). 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
VSGBX vs. BSV - Dividend Comparison
VSGBX's dividend yield for the trailing twelve months is around 3.19%, less than BSV's 3.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGBX Vanguard Short-Term Federal Fund Investor Shares | 3.19% | 3.48% | 3.32% | 1.66% | 0.48% | 1.30% | 2.31% | 1.91% | 1.30% | 1.08% | 0.87% | 0.61% |
BSV Vanguard Short-Term Bond ETF | 3.44% | 3.38% | 2.46% | 1.50% | 1.45% | 1.79% | 2.29% | 1.99% | 1.65% | 1.49% | 1.40% | 1.45% |
Drawdowns
VSGBX vs. BSV - Drawdown Comparison
The maximum VSGBX drawdown since its inception was -8.36%, roughly equal to the maximum BSV drawdown of -8.54%. Use the drawdown chart below to compare losses from any high point for VSGBX and BSV. For additional features, visit the drawdowns tool.
Volatility
VSGBX vs. BSV - Volatility Comparison
Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and Vanguard Short-Term Bond ETF (BSV) have volatilities of 0.51% and 0.53%, 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.