Correlation
The correlation between VSTBX and VFSUX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
VSTBX vs. VFSUX
Compare and contrast key facts about Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX).
VSTBX is managed by Vanguard. It was launched on Nov 19, 2009. VFSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSTBX or VFSUX.
Performance
VSTBX vs. VFSUX - Performance Comparison
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Key characteristics
VSTBX:
2.96
VFSUX:
1.47
VSTBX:
4.55
VFSUX:
2.25
VSTBX:
1.61
VFSUX:
1.46
VSTBX:
5.19
VFSUX:
2.23
VSTBX:
14.39
VFSUX:
12.51
VSTBX:
0.47%
VFSUX:
0.58%
VSTBX:
2.27%
VFSUX:
4.91%
VSTBX:
-9.34%
VFSUX:
-9.25%
VSTBX:
-0.27%
VFSUX:
-0.19%
Returns By Period
The year-to-date returns for both investments are quite close, with VSTBX having a 2.39% return and VFSUX slightly higher at 2.50%. Over the past 10 years, VSTBX has outperformed VFSUX with an annualized return of 2.53%, while VFSUX has yielded a comparatively lower 2.40% annualized return.
VSTBX
2.39%
-0.00%
2.25%
6.42%
4.00%
2.01%
2.53%
VFSUX
2.50%
0.00%
2.38%
6.56%
4.06%
2.04%
2.40%
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VSTBX vs. VFSUX - Expense Ratio Comparison
VSTBX has a 0.05% expense ratio, which is lower than VFSUX's 0.10% expense ratio. Despite the difference, 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. VFSUX — Risk-Adjusted Performance Rank
VSTBX
VFSUX
VSTBX vs. VFSUX - 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 Investment-Grade Fund Admiral Shares (VFSUX). 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. VFSUX - Dividend Comparison
VSTBX's dividend yield for the trailing twelve months is around 3.78%, less than VFSUX's 3.99% 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% |
VFSUX Vanguard Short-Term Investment-Grade Fund Admiral Shares | 3.99% | 4.16% | 3.14% | 2.03% | 2.09% | 2.33% | 2.92% | 2.78% | 2.12% | 2.15% | 2.09% | 2.24% |
Drawdowns
VSTBX vs. VFSUX - Drawdown Comparison
The maximum VSTBX drawdown since its inception was -9.34%, roughly equal to the maximum VFSUX drawdown of -9.25%. Use the drawdown chart below to compare losses from any high point for VSTBX and VFSUX.
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Volatility
VSTBX vs. VFSUX - Volatility Comparison
The current volatility for Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) is 0.67%, while Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) has a volatility of 4.17%. This indicates that VSTBX experiences smaller price fluctuations and is considered to be less risky than VFSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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