VWSTX vs. VUSB
Compare and contrast key facts about Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) and Vanguard Ultra-Short Bond ETF (VUSB).
VWSTX is managed by Vanguard. It was launched on Sep 1, 1977. VUSB is a passively managed fund by Vanguard that tracks the performance of the Bloomberg US Treasury Bellwethers 1-Year. It was launched on Apr 5, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWSTX or VUSB.
Correlation
The correlation between VWSTX and VUSB is 0.31, 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
VWSTX vs. VUSB - Performance Comparison
Key characteristics
VWSTX:
2.99
VUSB:
7.49
VWSTX:
6.52
VUSB:
13.83
VWSTX:
2.14
VUSB:
3.34
VWSTX:
7.11
VUSB:
28.37
VWSTX:
23.61
VUSB:
145.12
VWSTX:
0.15%
VUSB:
0.04%
VWSTX:
1.17%
VUSB:
0.76%
VWSTX:
-3.08%
VUSB:
-1.79%
VWSTX:
0.00%
VUSB:
0.00%
Returns By Period
In the year-to-date period, VWSTX achieves a 0.19% return, which is significantly lower than VUSB's 0.43% return.
VWSTX
0.19%
0.19%
1.29%
3.14%
1.59%
1.38%
VUSB
0.43%
0.43%
2.56%
5.59%
N/A
N/A
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VWSTX vs. VUSB - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
VWSTX vs. VUSB — Risk-Adjusted Performance Rank
VWSTX
VUSB
VWSTX vs. VUSB - 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 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.
Dividends
VWSTX vs. VUSB - Dividend Comparison
VWSTX's dividend yield for the trailing twelve months is around 2.95%, less than VUSB's 4.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWSTX Vanguard Short-Term Tax-Exempt Fund Investor Shares | 2.95% | 3.20% | 2.42% | 1.16% | 0.62% | 1.17% | 1.59% | 1.44% | 1.06% | 0.87% | 0.70% | 0.71% |
VUSB Vanguard Ultra-Short Bond ETF | 4.71% | 5.16% | 4.45% | 1.53% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VWSTX vs. VUSB - Drawdown Comparison
The maximum VWSTX drawdown since its inception was -3.08%, which is greater than VUSB's maximum drawdown of -1.79%. Use the drawdown chart below to compare losses from any high point for VWSTX and VUSB. For additional features, visit the drawdowns tool.
Volatility
VWSTX vs. VUSB - Volatility Comparison
Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) has a higher volatility of 0.33% compared to Vanguard Ultra-Short Bond ETF (VUSB) at 0.10%. This indicates that VWSTX's price experiences larger fluctuations and is considered to be riskier than VUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.