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.
Key characteristics
| VUSFX | VOO | |
|---|---|---|
| YTD Return | 4.59% | 20.75% |
| 1Y Return | 6.95% | 33.60% |
| 3Y Return (Ann) | 3.15% | 11.14% |
| 5Y Return (Ann) | 2.54% | 15.64% |
| Sharpe Ratio | 9.28 | 2.47 |
| Daily Std Dev | 0.75% | 12.70% |
| Max Drawdown | -1.71% | -33.99% |
| Current Drawdown | 0.00% | -0.20% |
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
In the year-to-date period, VUSFX achieves a 4.59% return, which is significantly lower than VOO's 20.75% 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. 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 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 5.02%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 5.02% | 4.15% | 1.38% | 0.63% | 1.62% | 2.68% | 2.23% | 1.52% | 1.07% | 0.55% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
VUSFX vs. VOO - Drawdown Comparison
The maximum VUSFX drawdown since its inception was -1.71%, 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 0.18%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.19%. 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.