VUSFX vs. VOO
Compare and contrast key facts about Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) and Vanguard S&P 500 ETF (VOO).
VUSFX is managed by Vanguard. It was launched on Feb 24, 2015. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUSFX or VOO.
Correlation
The correlation between VUSFX and VOO is 0.05, 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.
Performance
VUSFX vs. VOO - Performance Comparison
Key characteristics
VUSFX:
9.37
VOO:
-0.07
VUSFX:
21.00
VOO:
0.01
VUSFX:
5.29
VOO:
1.00
VUSFX:
39.33
VOO:
-0.07
VUSFX:
189.73
VOO:
-0.36
VUSFX:
0.03%
VOO:
3.31%
VUSFX:
0.63%
VOO:
15.79%
VUSFX:
-1.72%
VOO:
-33.99%
VUSFX:
-0.05%
VOO:
-17.13%
Returns By Period
In the year-to-date period, VUSFX achieves a 1.38% return, which is significantly higher than VOO's -13.30% return. Over the past 10 years, VUSFX has underperformed VOO with an annualized return of 2.27%, while VOO has yielded a comparatively higher 11.35% annualized return.
VUSFX
1.38%
0.37%
2.46%
5.82%
2.95%
2.27%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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VUSFX vs. VOO - Expense Ratio Comparison
VUSFX has a 0.10% expense ratio, which is higher than VOO's 0.03% 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. VOO — Risk-Adjusted Performance Rank
VUSFX
VOO
VUSFX vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
VUSFX's dividend yield for the trailing twelve months is around 5.05%, more than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 5.05% | 5.11% | 4.16% | 1.39% | 0.63% | 1.62% | 2.68% | 2.23% | 1.50% | 1.07% | 0.55% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.50% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VUSFX vs. VOO - Drawdown Comparison
The maximum VUSFX drawdown since its inception was -1.72%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VUSFX and VOO. For additional features, visit the drawdowns tool.
Volatility
VUSFX vs. VOO - Volatility Comparison
The current volatility for Vanguard Ultra-Short-Term Bond Fund Admiral Shares (VUSFX) is 0.21%, while Vanguard S&P 500 ETF (VOO) has a volatility of 9.12%. This indicates that VUSFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.