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VWSTX vs. VFISX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VWSTX and VFISX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Performance

VWSTX vs. VFISX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) and Vanguard Short-Term Treasury Fund Investor Shares (VFISX). The values are adjusted to include any dividend payments, if applicable.

120.00%130.00%140.00%150.00%160.00%170.00%December2025FebruaryMarchAprilMay
124.50%
173.87%
VWSTX
VFISX

Key characteristics

Sharpe Ratio

VWSTX:

2.37

VFISX:

2.33

Sortino Ratio

VWSTX:

4.03

VFISX:

3.98

Omega Ratio

VWSTX:

1.82

VFISX:

1.52

Calmar Ratio

VWSTX:

3.27

VFISX:

1.47

Martin Ratio

VWSTX:

13.91

VFISX:

10.45

Ulcer Index

VWSTX:

0.24%

VFISX:

0.55%

Daily Std Dev

VWSTX:

1.40%

VFISX:

2.49%

Max Drawdown

VWSTX:

-3.08%

VFISX:

-8.22%

Current Drawdown

VWSTX:

-0.51%

VFISX:

-0.40%

Returns By Period

In the year-to-date period, VWSTX achieves a 0.64% return, which is significantly lower than VFISX's 1.94% return. Over the past 10 years, VWSTX has outperformed VFISX with an annualized return of 1.45%, while VFISX has yielded a comparatively lower 1.15% annualized return.


VWSTX

YTD

0.64%

1M

-0.51%

6M

0.99%

1Y

3.17%

5Y*

1.75%

10Y*

1.45%

VFISX

YTD

1.94%

1M

-0.40%

6M

2.43%

1Y

5.58%

5Y*

0.52%

10Y*

1.15%

*Annualized

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VWSTX vs. VFISX - Expense Ratio Comparison

VWSTX has a 0.17% expense ratio, which is lower than VFISX's 0.20% expense ratio. Despite the difference, 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

VWSTX vs. VFISX — Risk-Adjusted Performance Rank

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

VWSTX
The Risk-Adjusted Performance Rank of VWSTX is 9696
Overall Rank
The Sharpe Ratio Rank of VWSTX is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of VWSTX is 9595
Sortino Ratio Rank
The Omega Ratio Rank of VWSTX is 9797
Omega Ratio Rank
The Calmar Ratio Rank of VWSTX is 9696
Calmar Ratio Rank
The Martin Ratio Rank of VWSTX is 9696
Martin Ratio Rank

VFISX
The Risk-Adjusted Performance Rank of VFISX is 9393
Overall Rank
The Sharpe Ratio Rank of VFISX is 9494
Sharpe Ratio Rank
The Sortino Ratio Rank of VFISX is 9595
Sortino Ratio Rank
The Omega Ratio Rank of VFISX is 9393
Omega Ratio Rank
The Calmar Ratio Rank of VFISX is 8989
Calmar Ratio Rank
The Martin Ratio Rank of VFISX is 9494
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VWSTX vs. VFISX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) and Vanguard Short-Term Treasury Fund Investor Shares (VFISX). 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.


The current VWSTX Sharpe Ratio is 2.37, which is comparable to the VFISX Sharpe Ratio of 2.33. The chart below compares the historical Sharpe Ratios of VWSTX and VFISX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.502.002.503.003.504.00December2025FebruaryMarchAprilMay
2.37
2.33
VWSTX
VFISX

Dividends

VWSTX vs. VFISX - Dividend Comparison

VWSTX's dividend yield for the trailing twelve months is around 2.94%, less than VFISX's 3.87% yield.


TTM20242023202220212020201920182017201620152014
VWSTX
Vanguard Short-Term Tax-Exempt Fund Investor Shares
2.94%3.20%2.42%1.16%0.62%1.17%1.59%1.44%1.06%0.87%0.70%0.71%
VFISX
Vanguard Short-Term Treasury Fund Investor Shares
3.87%4.38%3.96%1.92%0.34%0.75%2.38%2.10%1.18%0.91%0.69%0.50%

Drawdowns

VWSTX vs. VFISX - Drawdown Comparison

The maximum VWSTX drawdown since its inception was -3.08%, smaller than the maximum VFISX drawdown of -8.22%. Use the drawdown chart below to compare losses from any high point for VWSTX and VFISX. For additional features, visit the drawdowns tool.


-1.40%-1.20%-1.00%-0.80%-0.60%-0.40%-0.20%0.00%December2025FebruaryMarchAprilMay
-0.51%
-0.40%
VWSTX
VFISX

Volatility

VWSTX vs. VFISX - Volatility Comparison

The current volatility for Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) is 0.77%, while Vanguard Short-Term Treasury Fund Investor Shares (VFISX) has a volatility of 0.89%. This indicates that VWSTX experiences smaller price fluctuations and is considered to be less risky than VFISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.20%0.40%0.60%0.80%1.00%December2025FebruaryMarchAprilMay
0.77%
0.89%
VWSTX
VFISX