Correlation
The correlation between VSTBX and VCSH is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
VSTBX vs. VCSH
Compare and contrast key facts about Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) and Vanguard Short-Term Corporate Bond ETF (VCSH).
VSTBX is managed by Vanguard. It was launched on Nov 19, 2009. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSTBX or VCSH.
Performance
VSTBX vs. VCSH - Performance Comparison
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Key characteristics
VSTBX:
2.96
VCSH:
2.90
VSTBX:
4.55
VCSH:
4.39
VSTBX:
1.61
VCSH:
1.62
VSTBX:
5.19
VCSH:
5.55
VSTBX:
14.39
VCSH:
15.48
VSTBX:
0.47%
VCSH:
0.46%
VSTBX:
2.27%
VCSH:
2.45%
VSTBX:
-9.34%
VCSH:
-12.86%
VSTBX:
-0.27%
VCSH:
0.00%
Returns By Period
In the year-to-date period, VSTBX achieves a 2.39% return, which is significantly lower than VCSH's 2.83% return. Both investments have delivered pretty close results over the past 10 years, with VSTBX having a 2.53% annualized return and VCSH not far behind at 2.52%.
VSTBX
2.39%
-0.00%
2.25%
6.42%
4.00%
2.01%
2.53%
VCSH
2.83%
0.43%
2.71%
6.88%
4.14%
2.02%
2.52%
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VSTBX vs. VCSH - Expense Ratio Comparison
VSTBX has a 0.05% expense ratio, which is higher than VCSH'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
VSTBX vs. VCSH — Risk-Adjusted Performance Rank
VSTBX
VCSH
VSTBX vs. VCSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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.
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Dividends
VSTBX vs. VCSH - Dividend Comparison
VSTBX's dividend yield for the trailing twelve months is around 3.78%, less than VCSH's 4.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTBX Vanguard Short-Term Corporate Bond Index Fund Institutional Shares | 3.78% | 3.95% | 3.09% | 2.00% | 1.81% | 2.28% | 2.87% | 2.68% | 2.27% | 2.14% | 2.11% | 2.05% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.10% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
VSTBX vs. VCSH - Drawdown Comparison
The maximum VSTBX drawdown since its inception was -9.34%, smaller than the maximum VCSH drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for VSTBX and VCSH.
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Volatility
VSTBX vs. VCSH - Volatility Comparison
The current volatility for Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) is 0.67%, while Vanguard Short-Term Corporate Bond ETF (VCSH) has a volatility of 0.71%. This indicates that VSTBX experiences smaller price fluctuations and is considered to be less risky than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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