VUBFX vs. VHT
Compare and contrast key facts about Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) and Vanguard Health Care ETF (VHT).
VUBFX is managed by Vanguard. It was launched on Feb 24, 2015. VHT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Health Care 25/50 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: VUBFX or VHT.
Correlation
The correlation between VUBFX and VHT is 0.00, 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.
Performance
VUBFX vs. VHT - Performance Comparison
Key characteristics
VUBFX:
6.04
VHT:
-0.11
VUBFX:
11.20
VHT:
-0.05
VUBFX:
3.67
VHT:
0.99
VUBFX:
19.11
VHT:
-0.10
VUBFX:
106.95
VHT:
-0.28
VUBFX:
0.05%
VHT:
5.64%
VUBFX:
0.95%
VHT:
14.27%
VUBFX:
-1.86%
VHT:
-39.12%
VUBFX:
-0.10%
VHT:
-13.60%
Returns By Period
In the year-to-date period, VUBFX achieves a 1.30% return, which is significantly higher than VHT's -2.64% return. Over the past 10 years, VUBFX has underperformed VHT with an annualized return of 2.16%, while VHT has yielded a comparatively higher 7.50% annualized return.
VUBFX
1.30%
0.22%
2.16%
5.61%
2.73%
2.16%
VHT
-2.64%
-7.70%
-11.89%
-1.19%
6.88%
7.50%
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VUBFX vs. VHT - Expense Ratio Comparison
VUBFX has a 0.20% expense ratio, which is higher than VHT'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
VUBFX vs. VHT — Risk-Adjusted Performance Rank
VUBFX
VHT
VUBFX vs. VHT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) and Vanguard Health Care ETF (VHT). 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
VUBFX vs. VHT - Dividend Comparison
VUBFX's dividend yield for the trailing twelve months is around 4.95%, more than VHT's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUBFX Vanguard Ultra-Short-Term Bond Fund Investor Shares | 4.95% | 5.00% | 4.05% | 1.28% | 0.53% | 1.53% | 2.57% | 2.13% | 1.41% | 0.98% | 0.49% | 0.00% |
VHT Vanguard Health Care ETF | 1.62% | 1.53% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.38% | 1.31% | 1.45% | 1.22% | 1.02% |
Drawdowns
VUBFX vs. VHT - Drawdown Comparison
The maximum VUBFX drawdown since its inception was -1.86%, smaller than the maximum VHT drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for VUBFX and VHT. For additional features, visit the drawdowns tool.
Volatility
VUBFX vs. VHT - Volatility Comparison
The current volatility for Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) is 0.35%, while Vanguard Health Care ETF (VHT) has a volatility of 8.85%. This indicates that VUBFX experiences smaller price fluctuations and is considered to be less risky than VHT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.