VUSFX vs. VBIRX
Compare and contrast key facts about Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX).
VUSFX is managed by Vanguard. It was launched on Feb 24, 2015. VBIRX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSFX or VBIRX.
Key characteristics
| VUSFX | VBIRX | |
|---|---|---|
| YTD Return | 4.94% | 3.12% |
| 1Y Return | 6.27% | 5.50% |
| 3Y Return (Ann) | 3.32% | 0.57% |
| 5Y Return (Ann) | 2.51% | 1.15% |
| Sharpe Ratio | 8.62 | 2.11 |
| Sortino Ratio | 18.64 | 3.38 |
| Omega Ratio | 4.98 | 1.43 |
| Calmar Ratio | 42.74 | 1.26 |
| Martin Ratio | 187.09 | 10.34 |
| Ulcer Index | 0.03% | 0.59% |
| Daily Std Dev | 0.75% | 2.91% |
| Max Drawdown | -1.72% | -8.91% |
| Current Drawdown | 0.00% | -1.46% |
Correlation
The correlation between VUSFX and VBIRX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VUSFX vs. VBIRX - Performance Comparison
In the year-to-date period, VUSFX achieves a 4.94% return, which is significantly higher than VBIRX's 3.12% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VUSFX vs. VBIRX - Expense Ratio Comparison
VUSFX has a 0.10% expense ratio, which is higher than VBIRX's 0.07% 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
VUSFX vs. VBIRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) and Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX). 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
VUSFX vs. VBIRX - Dividend Comparison
VUSFX's dividend yield for the trailing twelve months is around 5.11%, more than VBIRX's 3.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 5.11% | 4.16% | 1.39% | 0.63% | 1.62% | 2.68% | 2.23% | 1.50% | 1.07% | 0.55% | 0.00% | 0.00% |
VBIRX Vanguard Short-Term Bond Index Fund Admiral Shares | 3.24% | 2.41% | 1.44% | 1.17% | 1.78% | 2.23% | 2.04% | 1.53% | 1.48% | 1.32% | 1.20% | 1.21% |
Drawdowns
VUSFX vs. VBIRX - Drawdown Comparison
The maximum VUSFX drawdown since its inception was -1.72%, smaller than the maximum VBIRX drawdown of -8.91%. Use the drawdown chart below to compare losses from any high point for VUSFX and VBIRX. For additional features, visit the drawdowns tool.
Volatility
VUSFX vs. VBIRX - Volatility Comparison
The current volatility for Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) is 0.16%, while Vanguard Short-Term Bond Index Fund Admiral Shares (VBIRX) has a volatility of 0.61%. This indicates that VUSFX experiences smaller price fluctuations and is considered to be less risky than VBIRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.