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VUSFX vs. VFSUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VUSFX vs. VFSUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) and Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX). The values are adjusted to include any dividend payments, if applicable.

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VUSFX vs. VFSUX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VUSFX
Vanguard Ultra-Short-Term Bond Fund Admiral Shares
0.61%5.11%6.11%5.53%-0.38%0.08%2.10%3.39%2.10%1.37%
VFSUX
Vanguard Short-Term Investment-Grade Fund Admiral Shares
-0.38%6.87%5.08%6.17%-5.75%-0.62%5.26%5.85%0.98%2.13%

Returns By Period

In the year-to-date period, VUSFX achieves a 0.61% return, which is significantly higher than VFSUX's -0.38% return. Both investments have delivered pretty close results over the past 10 years, with VUSFX having a 2.66% annualized return and VFSUX not far behind at 2.59%.


VUSFX

1D
0.05%
1M
-0.10%
YTD
0.61%
6M
1.76%
1Y
4.42%
3Y*
5.35%
5Y*
3.36%
10Y*
2.66%

VFSUX

1D
0.19%
1M
-1.42%
YTD
-0.38%
6M
0.77%
1Y
4.36%
3Y*
5.25%
5Y*
2.31%
10Y*
2.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VUSFX vs. VFSUX - Expense Ratio Comparison

Both VUSFX and VFSUX have an expense ratio of 0.10%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Return for Risk

VUSFX vs. VFSUX — Risk / Return Rank

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

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

VFSUX
VFSUX Risk / Return Rank: 9393
Overall Rank
VFSUX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VFSUX Sortino Ratio Rank: 9595
Sortino Ratio Rank
VFSUX Omega Ratio Rank: 9292
Omega Ratio Rank
VFSUX Calmar Ratio Rank: 9393
Calmar Ratio Rank
VFSUX Martin Ratio Rank: 9494
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.

VUSFX vs. VFSUX - Risk-Adjusted Trends 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 Investment-Grade Fund Admiral Shares (VFSUX). 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.


VUSFXVFSUXDifference

Sharpe ratio

Return per unit of total volatility

6.62

1.93

+4.69

Sortino ratio

Return per unit of downside risk

11.85

3.19

+8.67

Omega ratio

Gain probability vs. loss probability

3.64

1.43

+2.21

Calmar ratio

Return relative to maximum drawdown

12.88

2.97

+9.91

Martin ratio

Return relative to average drawdown

74.39

12.05

+62.34

VUSFX vs. VFSUX - Sharpe Ratio Comparison

The current VUSFX Sharpe Ratio is 6.62, which is higher than the VFSUX Sharpe Ratio of 1.93. The chart below compares the historical Sharpe Ratios of VUSFX and VFSUX, 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


VUSFXVFSUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

6.62

1.93

+4.69

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

4.19

0.79

+3.41

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

3.93

1.05

+2.88

Sharpe Ratio (All Time)

Calculated using the full available price history

3.93

1.34

+2.60

Correlation

The correlation between VUSFX and VFSUX is 0.57, 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.


Dividends

VUSFX vs. VFSUX - Dividend Comparison

VUSFX's dividend yield for the trailing twelve months is around 4.23%, less than VFSUX's 4.30% yield.


TTM20252024202320222021202020192018201720162015
VUSFX
Vanguard Ultra-Short-Term Bond Fund Admiral Shares
4.23%4.73%5.52%4.15%1.38%0.53%1.62%2.68%2.23%1.52%1.07%0.00%
VFSUX
Vanguard Short-Term Investment-Grade Fund Admiral Shares
4.30%4.59%4.16%3.14%2.03%1.79%2.34%2.92%2.79%2.11%2.14%2.09%

Drawdowns

VUSFX vs. VFSUX - Drawdown Comparison

The maximum VUSFX drawdown since its inception was -1.71%, smaller than the maximum VFSUX drawdown of -9.24%. Use the drawdown chart below to compare losses from any high point for VUSFX and VFSUX.


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Drawdown Indicators


VUSFXVFSUXDifference

Max Drawdown

Largest peak-to-trough decline

-1.71%

-9.24%

+7.53%

Max Drawdown (1Y)

Largest decline over 1 year

-0.35%

-1.71%

+1.36%

Max Drawdown (5Y)

Largest decline over 5 years

-1.71%

-9.24%

+7.53%

Max Drawdown (10Y)

Largest decline over 10 years

-1.71%

-9.24%

+7.53%

Current Drawdown

Current decline from peak

-0.10%

-1.42%

+1.32%

Average Drawdown

Average peak-to-trough decline

-0.15%

-0.88%

+0.73%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.06%

0.42%

-0.36%

Volatility

VUSFX vs. VFSUX - Volatility Comparison

The current volatility for Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) is 0.27%, while Vanguard Short-Term Investment-Grade Fund Admiral Shares (VFSUX) has a volatility of 0.75%. This indicates that VUSFX experiences smaller price fluctuations and is considered to be less risky than VFSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VUSFXVFSUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.27%

0.75%

-0.48%

Volatility (6M)

Calculated over the trailing 6-month period

0.43%

1.50%

-1.07%

Volatility (1Y)

Calculated over the trailing 1-year period

0.67%

2.53%

-1.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.81%

2.95%

-2.14%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.68%

2.47%

-1.79%