VWSTX vs. VUSB

In the year-to-date period, VWSTX achieves a 0.71% return, which is significantly lower than VUSB's 1.61% return.

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VWSTX has a 0.17% expense ratio, which is higher than VUSB's 0.10% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) and Vanguard Ultra-Short Bond ETF (VUSB). 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 2.28, which is lower than the VUSB Sharpe Ratio of 7.33. The chart below compares the historical Sharpe Ratios of VWSTX and VUSB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWSTX's dividend yield for the trailing twelve months is around 3.21%, less than VUSB's 5.02% yield.

The maximum VWSTX drawdown since its inception was -3.08%, which is greater than VUSB's maximum drawdown of -1.84%. Use the drawdown chart below to compare losses from any high point for VWSTX and VUSB. For additional features, visit the drawdowns tool.

Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) and Vanguard Ultra-Short Bond ETF (VUSB) have volatilities of 0.23% and 0.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.