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VUBFX vs. VHT
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VUBFX vs. VHT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) and Vanguard Health Care ETF (VHT). The values are adjusted to include any dividend payments, if applicable.

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VUBFX vs. VHT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VUBFX
Vanguard Ultra-Short-Term Bond Fund Investor Shares
0.59%5.04%5.99%5.43%-0.53%0.03%1.95%3.34%1.94%1.23%
VHT
Vanguard Health Care ETF
-5.04%15.46%2.66%2.52%-5.60%20.57%18.29%21.87%5.58%23.26%

Returns By Period

In the year-to-date period, VUBFX achieves a 0.59% return, which is significantly higher than VHT's -5.04% return. Over the past 10 years, VUBFX has underperformed VHT with an annualized return of 2.56%, while VHT has yielded a comparatively higher 9.72% annualized return.


VUBFX

1D
0.10%
1M
-0.06%
YTD
0.59%
6M
1.72%
1Y
4.31%
3Y*
5.24%
5Y*
3.26%
10Y*
2.56%

VHT

1D
2.24%
1M
-7.50%
YTD
-5.04%
6M
5.91%
1Y
4.70%
3Y*
6.16%
5Y*
5.09%
10Y*
9.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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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%.


Return for Risk

VUBFX vs. VHT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VUBFX
VUBFX Risk / Return Rank: 100100
Overall Rank
VUBFX Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
VUBFX Sortino Ratio Rank: 100100
Sortino Ratio Rank
VUBFX Omega Ratio Rank: 100100
Omega Ratio Rank
VUBFX Calmar Ratio Rank: 100100
Calmar Ratio Rank
VUBFX Martin Ratio Rank: 100100
Martin Ratio Rank

VHT
VHT Risk / Return Rank: 2121
Overall Rank
VHT Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
VHT Sortino Ratio Rank: 2020
Sortino Ratio Rank
VHT Omega Ratio Rank: 1919
Omega Ratio Rank
VHT Calmar Ratio Rank: 2525
Calmar Ratio Rank
VHT Martin Ratio Rank: 2121
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VUBFX vs. VHT - Risk-Adjusted Trends 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.


VUBFXVHTDifference

Sharpe ratio

Return per unit of total volatility

5.20

0.27

+4.93

Sortino ratio

Return per unit of downside risk

10.21

0.49

+9.72

Omega ratio

Gain probability vs. loss probability

3.61

1.06

+2.55

Calmar ratio

Return relative to maximum drawdown

14.81

0.51

+14.30

Martin ratio

Return relative to average drawdown

67.09

1.09

+65.99

VUBFX vs. VHT - Sharpe Ratio Comparison

The current VUBFX Sharpe Ratio is 5.20, which is higher than the VHT Sharpe Ratio of 0.27. The chart below compares the historical Sharpe Ratios of VUBFX and VHT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VUBFXVHTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

5.20

0.27

+4.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

3.34

0.34

+2.99

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

3.07

0.58

+2.50

Sharpe Ratio (All Time)

Calculated using the full available price history

3.06

0.56

+2.50

Correlation

The correlation between VUBFX and VHT is 0.01, 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.


Dividends

VUBFX vs. VHT - Dividend Comparison

VUBFX's dividend yield for the trailing twelve months is around 4.12%, more than VHT's 1.73% yield.


TTM20252024202320222021202020192018201720162015
VUBFX
Vanguard Ultra-Short-Term Bond Fund Investor Shares
4.12%4.62%5.42%4.06%1.28%0.43%1.52%2.58%2.13%1.43%0.98%0.00%
VHT
Vanguard Health Care ETF
1.73%1.61%1.53%1.36%1.33%1.14%1.21%1.89%1.38%1.31%1.45%1.22%

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.


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Drawdown Indicators


VUBFXVHTDifference

Max Drawdown

Largest peak-to-trough decline

-1.86%

-39.12%

+37.26%

Max Drawdown (1Y)

Largest decline over 1 year

-0.30%

-10.40%

+10.10%

Max Drawdown (5Y)

Largest decline over 5 years

-1.86%

-17.71%

+15.85%

Max Drawdown (10Y)

Largest decline over 10 years

-1.86%

-28.85%

+26.99%

Current Drawdown

Current decline from peak

-0.10%

-8.05%

+7.95%

Average Drawdown

Average peak-to-trough decline

-0.17%

-5.98%

+5.81%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.07%

4.96%

-4.89%

Volatility

VUBFX vs. VHT - Volatility Comparison

The current volatility for Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) is 0.34%, while Vanguard Health Care ETF (VHT) has a volatility of 5.10%. 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.


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Volatility by Period


VUBFXVHTDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.34%

5.10%

-4.76%

Volatility (6M)

Calculated over the trailing 6-month period

0.55%

10.28%

-9.73%

Volatility (1Y)

Calculated over the trailing 1-year period

0.84%

17.61%

-16.77%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.98%

14.85%

-13.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.84%

16.94%

-16.10%