VUBFX vs. VHT

In the year-to-date period, VUBFX achieves a 1.61% return, which is significantly higher than VHT's -4.00% return. Over the past 10 years, VUBFX has underperformed VHT with an annualized return of 2.19%, while VHT has yielded a comparatively higher 7.55% annualized return.

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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%.

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.

The current VUBFX Sharpe Ratio is 5.77, which is higher than the VHT Sharpe Ratio of -0.40. 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.

VUBFX's dividend yield for the trailing twelve months is around 4.93%, more than VHT's 1.64% yield.

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.

The current volatility for Vanguard Ultra-Short-Term Bond Fund Investor Shares (VUBFX) is 0.29%, while Vanguard Health Care ETF (VHT) has a volatility of 6.89%. 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.