VWSTX vs. VWSUX
Compare and contrast key facts about Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) and Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX).
VWSTX is managed by Vanguard. It was launched on Sep 1, 1977. VWSUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWSTX or VWSUX.
Key characteristics
| VWSTX | VWSUX | |
|---|---|---|
| YTD Return | 2.77% | 2.84% |
| 1Y Return | 4.48% | 4.56% |
| 3Y Return (Ann) | 1.94% | 2.02% |
| 5Y Return (Ann) | 1.63% | 1.71% |
| 10Y Return (Ann) | 1.35% | 1.44% |
| Sharpe Ratio | 3.77 | 3.79 |
| Sortino Ratio | 8.93 | 9.09 |
| Omega Ratio | 2.50 | 2.53 |
| Calmar Ratio | 8.87 | 9.03 |
| Martin Ratio | 30.74 | 31.36 |
| Ulcer Index | 0.15% | 0.15% |
| Daily Std Dev | 1.19% | 1.20% |
| Max Drawdown | -3.08% | -3.08% |
| Current Drawdown | -0.11% | -0.10% |
Correlation
The correlation between VWSTX and VWSUX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VWSTX vs. VWSUX - Performance Comparison
The year-to-date returns for both investments are quite close, with VWSTX having a 2.77% return and VWSUX slightly higher at 2.84%. Over the past 10 years, VWSTX has underperformed VWSUX with an annualized return of 1.35%, while VWSUX has yielded a comparatively higher 1.44% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VWSTX vs. VWSUX - Expense Ratio Comparison
VWSTX has a 0.17% expense ratio, which is higher than VWSUX's 0.09% 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. VWSUX - 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 Tax-Exempt Fund Admiral Shares (VWSUX). 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. VWSUX - Dividend Comparison
VWSTX's dividend yield for the trailing twelve months is around 3.16%, less than VWSUX's 3.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWSTX Vanguard Short-Term Tax-Exempt Fund Investor Shares | 3.16% | 2.42% | 1.16% | 0.62% | 1.17% | 1.59% | 1.44% | 1.06% | 0.87% | 0.70% | 0.71% | 0.85% |
VWSUX Vanguard Short-Term Tax-Exempt Fund Admiral Shares | 3.23% | 2.50% | 1.23% | 0.71% | 1.26% | 1.67% | 1.53% | 1.16% | 0.97% | 0.78% | 0.79% | 0.93% |
Drawdowns
VWSTX vs. VWSUX - Drawdown Comparison
The maximum VWSTX drawdown since its inception was -3.08%, roughly equal to the maximum VWSUX drawdown of -3.08%. Use the drawdown chart below to compare losses from any high point for VWSTX and VWSUX. For additional features, visit the drawdowns tool.
Volatility
VWSTX vs. VWSUX - Volatility Comparison
Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) and Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) have volatilities of 0.44% and 0.44%, 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.