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:
6.72
VOO:
2.25
VUSFX:
10.55
VOO:
2.98
VUSFX:
3.50
VOO:
1.42
VUSFX:
15.23
VOO:
3.31
VUSFX:
87.61
VOO:
14.77
VUSFX:
0.06%
VOO:
1.90%
VUSFX:
0.79%
VOO:
12.46%
VUSFX:
-1.72%
VOO:
-33.99%
VUSFX:
-0.10%
VOO:
-2.47%
Returns By Period
In the year-to-date period, VUSFX achieves a 5.04% return, which is significantly lower than VOO's 26.02% return.
VUSFX
5.04%
0.05%
2.65%
5.20%
2.50%
N/A
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 4.26%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUSFX Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 4.26% | 4.16% | 1.39% | 0.63% | 1.62% | 2.68% | 2.23% | 1.50% | 1.07% | 0.55% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 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 -1.72%, 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 0.41%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. 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.