VSGBX vs. VUSB
Compare and contrast key facts about Vanguard Short-Term Federal Fund Investor Shares (VSGBX) and Vanguard Ultra-Short Bond ETF (VUSB).
VSGBX is managed by Vanguard. It was launched on Dec 31, 1987. VUSB is a passively managed fund by Vanguard that tracks the performance of the Bloomberg US Treasury Bellwethers 1-Year. It was launched on Apr 5, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSGBX or VUSB.
Correlation
The correlation between VSGBX and VUSB is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VSGBX vs. VUSB - Performance Comparison
Key characteristics
VSGBX:
2.09
VUSB:
8.36
VSGBX:
3.33
VUSB:
17.01
VSGBX:
1.42
VUSB:
3.84
VSGBX:
1.22
VUSB:
29.43
VSGBX:
9.53
VUSB:
177.19
VSGBX:
0.52%
VUSB:
0.03%
VSGBX:
2.35%
VUSB:
0.71%
VSGBX:
-8.36%
VUSB:
-1.79%
VSGBX:
-0.12%
VUSB:
0.00%
Returns By Period
In the year-to-date period, VSGBX achieves a 0.30% return, which is significantly lower than VUSB's 0.71% return.
VSGBX
0.30%
0.20%
1.15%
4.91%
0.86%
1.22%
VUSB
0.71%
0.49%
2.61%
5.89%
N/A
N/A
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VSGBX vs. VUSB - Expense Ratio Comparison
VSGBX has a 0.20% expense ratio, which is higher than VUSB'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. VUSB — Risk-Adjusted Performance Rank
VSGBX
VUSB
VSGBX vs. VUSB - 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 Ultra-Short Bond ETF (VUSB). 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. VUSB - Dividend Comparison
VSGBX's dividend yield for the trailing twelve months is around 3.18%, less than VUSB's 5.14% 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% |
VUSB Vanguard Ultra-Short Bond ETF | 5.14% | 5.16% | 4.45% | 1.53% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VSGBX vs. VUSB - Drawdown Comparison
The maximum VSGBX drawdown since its inception was -8.36%, which is greater than VUSB's maximum drawdown of -1.79%. Use the drawdown chart below to compare losses from any high point for VSGBX and VUSB. For additional features, visit the drawdowns tool.
Volatility
VSGBX vs. VUSB - Volatility Comparison
Vanguard Short-Term Federal Fund Investor Shares (VSGBX) has a higher volatility of 0.51% compared to Vanguard Ultra-Short Bond ETF (VUSB) at 0.17%. This indicates that VSGBX's price experiences larger fluctuations and is considered to be riskier than VUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.