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:
2.51
VUSB:
7.00
VWSTX:
5.26
VUSB:
13.09
VWSTX:
1.87
VUSB:
3.07
VWSTX:
5.76
VUSB:
28.33
VWSTX:
18.67
VUSB:
135.90
VWSTX:
0.16%
VUSB:
0.04%
VWSTX:
1.16%
VUSB:
0.82%
VWSTX:
-3.08%
VUSB:
-1.79%
VWSTX:
-0.38%
VUSB:
0.00%
Returns By Period
In the year-to-date period, VWSTX achieves a 2.58% return, which is significantly lower than VUSB's 5.50% return.
VWSTX
2.58%
-0.19%
1.56%
2.91%
1.54%
1.34%
VUSB
5.50%
0.46%
3.11%
5.68%
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 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 2.93%, less than VUSB's 4.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWSTX Vanguard Short-Term Tax-Exempt Fund Investor Shares | 2.93% | 2.42% | 1.16% | 0.62% | 1.17% | 1.59% | 1.44% | 1.06% | 0.87% | 0.70% | 0.71% | 0.85% |
VUSB Vanguard Ultra-Short Bond ETF | 4.73% | 4.45% | 1.53% | 0.26% | 0.00% | 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 0.28% compared to Vanguard Ultra-Short Bond ETF (VUSB) at 0.15%. 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.