VUSFX vs. BIL

In the year-to-date period, VUSFX achieves a 1.64% return, which is significantly higher than BIL's 1.48% return. Over the past 10 years, VUSFX has outperformed BIL with an annualized return of 2.29%, while BIL has yielded a comparatively lower 1.77% annualized return.

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VUSFX has a 0.10% expense ratio, which is lower than BIL's 0.14% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) and SPDR Barclays 1-3 Month T-Bill ETF (BIL). 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 VUSFX Sharpe Ratio is 8.28, which is lower than the BIL Sharpe Ratio of 20.77. The chart below compares the historical Sharpe Ratios of VUSFX and BIL, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VUSFX's dividend yield for the trailing twelve months is around 5.03%, more than BIL's 4.69% yield.

The maximum VUSFX drawdown since its inception was -1.71%, which is greater than BIL's maximum drawdown of -0.77%. Use the drawdown chart below to compare losses from any high point for VUSFX and BIL. For additional features, visit the drawdowns tool.

Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) has a higher volatility of 0.28% compared to SPDR Barclays 1-3 Month T-Bill ETF (BIL) at 0.07%. This indicates that VUSFX's price experiences larger fluctuations and is considered to be riskier than BIL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.