VSTBX vs. VUG
Compare and contrast key facts about Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) and Vanguard Growth ETF (VUG).
VSTBX is managed by Vanguard. It was launched on Nov 19, 2009. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSTBX or VUG.
Correlation
The correlation between VSTBX and VUG is -0.07. 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.
Performance
VSTBX vs. VUG - Performance Comparison
Key characteristics
VSTBX:
2.80
VUG:
1.61
VSTBX:
4.36
VUG:
2.16
VSTBX:
1.57
VUG:
1.29
VSTBX:
4.21
VUG:
2.18
VSTBX:
13.07
VUG:
8.29
VSTBX:
0.46%
VUG:
3.41%
VSTBX:
2.16%
VUG:
17.63%
VSTBX:
-9.54%
VUG:
-50.68%
VSTBX:
0.00%
VUG:
-0.51%
Returns By Period
In the year-to-date period, VSTBX achieves a 0.86% return, which is significantly lower than VUG's 3.65% return. Over the past 10 years, VSTBX has underperformed VUG with an annualized return of 2.36%, while VUG has yielded a comparatively higher 15.66% annualized return.
VSTBX
0.86%
0.59%
1.79%
5.93%
1.82%
2.36%
VUG
3.65%
1.68%
14.18%
29.99%
17.45%
15.66%
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VSTBX vs. VUG - Expense Ratio Comparison
VSTBX has a 0.05% expense ratio, which is higher than VUG'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. VUG — Risk-Adjusted Performance Rank
VSTBX
VUG
VSTBX vs. VUG - 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 Growth ETF (VUG). 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
VSTBX vs. VUG - Dividend Comparison
VSTBX's dividend yield for the trailing twelve months is around 4.00%, more than VUG's 0.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSTBX Vanguard Short-Term Corporate Bond Index Fund Institutional Shares | 4.00% | 3.95% | 3.09% | 2.00% | 1.58% | 2.28% | 2.87% | 2.68% | 2.27% | 2.14% | 2.03% | 1.86% |
VUG Vanguard Growth ETF | 0.45% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
VSTBX vs. VUG - Drawdown Comparison
The maximum VSTBX drawdown since its inception was -9.54%, smaller than the maximum VUG drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for VSTBX and VUG. For additional features, visit the drawdowns tool.
Volatility
VSTBX vs. VUG - Volatility Comparison
The current volatility for Vanguard Short-Term Corporate Bond Index Fund Institutional Shares (VSTBX) is 0.50%, while Vanguard Growth ETF (VUG) has a volatility of 4.79%. This indicates that VSTBX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.