VSGBX vs. VFIRX
Compare and contrast key facts about Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX).
VSGBX is managed by Vanguard. It was launched on Dec 31, 1987. VFIRX is managed by Vanguard. It was launched on Feb 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGBX or VFIRX.
Correlation
The correlation between VSGBX and VFIRX is 0.82, 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. VFIRX - Performance Comparison
Key characteristics
VSGBX:
2.09
VFIRX:
2.03
VSGBX:
3.33
VFIRX:
3.43
VSGBX:
1.42
VFIRX:
1.44
VSGBX:
1.22
VFIRX:
1.21
VSGBX:
9.54
VFIRX:
8.67
VSGBX:
0.51%
VFIRX:
0.57%
VSGBX:
2.35%
VFIRX:
2.43%
VSGBX:
-8.36%
VFIRX:
-8.06%
VSGBX:
-0.02%
VFIRX:
0.00%
Returns By Period
In the year-to-date period, VSGBX achieves a 0.39% return, which is significantly lower than VFIRX's 0.56% return. Over the past 10 years, VSGBX has outperformed VFIRX with an annualized return of 1.22%, while VFIRX has yielded a comparatively lower 1.14% annualized return.
VSGBX
0.39%
0.39%
1.05%
5.12%
0.88%
1.22%
VFIRX
0.56%
0.66%
1.23%
5.13%
0.84%
1.14%
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VSGBX vs. VFIRX - Expense Ratio Comparison
VSGBX has a 0.20% expense ratio, which is higher than VFIRX's 0.10% 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. VFIRX — Risk-Adjusted Performance Rank
VSGBX
VFIRX
VSGBX vs. VFIRX - 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 Treasury Fund Admiral Shares (VFIRX). 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. VFIRX - Dividend Comparison
VSGBX's dividend yield for the trailing twelve months is around 3.18%, less than VFIRX's 4.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGBX Vanguard Short-Term Federal Fund Investor Shares | 3.18% | 3.48% | 3.32% | 1.66% | 0.48% | 1.30% | 2.31% | 1.91% | 1.30% | 1.08% | 0.87% | 0.61% |
VFIRX Vanguard Short-Term Treasury Fund Admiral Shares | 4.48% | 4.49% | 4.07% | 2.01% | 0.43% | 0.86% | 2.49% | 2.21% | 1.27% | 1.00% | 0.79% | 0.61% |
Drawdowns
VSGBX vs. VFIRX - Drawdown Comparison
The maximum VSGBX drawdown since its inception was -8.36%, roughly equal to the maximum VFIRX drawdown of -8.06%. Use the drawdown chart below to compare losses from any high point for VSGBX and VFIRX. For additional features, visit the drawdowns tool.
Volatility
VSGBX vs. VFIRX - Volatility Comparison
The current volatility for Vanguard Short-Term Federal Fund Investor Shares (VSGBX) is 0.51%, while Vanguard Short-Term Treasury Fund Admiral Shares (VFIRX) has a volatility of 0.64%. This indicates that VSGBX experiences smaller price fluctuations and is considered to be less risky than VFIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.