VWSUX vs. IEF
Compare and contrast key facts about Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) and iShares 7-10 Year Treasury Bond ETF (IEF).
VWSUX is managed by Vanguard. It was launched on Feb 12, 2001. IEF is a passively managed fund by iShares that tracks the performance of the Barclays Capital U.S. 7-10 Year Treasury Bond Index. It was launched on Jul 26, 2002.
Performance
VWSUX vs. IEF - Performance Comparison
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VWSUX vs. IEF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VWSUX Vanguard Short-Term Tax-Exempt Fund Admiral Shares | 0.30% | 4.90% | 3.77% | 3.70% | -0.73% | 0.19% | 1.91% | 2.59% | 1.67% | 1.10% |
IEF iShares 7-10 Year Treasury Bond ETF | -0.22% | 8.03% | -0.63% | 3.64% | -15.15% | -3.33% | 10.01% | 8.03% | 0.99% | 2.55% |
Returns By Period
In the year-to-date period, VWSUX achieves a 0.30% return, which is significantly higher than IEF's -0.22% return. Over the past 10 years, VWSUX has outperformed IEF with an annualized return of 1.94%, while IEF has yielded a comparatively lower 0.78% annualized return.
VWSUX
- 1D
- 0.06%
- 1M
- -0.50%
- YTD
- 0.30%
- 6M
- 0.98%
- 1Y
- 3.57%
- 3Y*
- 3.86%
- 5Y*
- 2.40%
- 10Y*
- 1.94%
IEF
- 1D
- -0.09%
- 1M
- -1.82%
- YTD
- -0.22%
- 6M
- 0.37%
- 1Y
- 3.49%
- 3Y*
- 2.22%
- 5Y*
- -0.78%
- 10Y*
- 0.78%
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VWSUX vs. IEF - Expense Ratio Comparison
VWSUX has a 0.09% expense ratio, which is lower than IEF's 0.15% 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%.
Return for Risk
VWSUX vs. IEF — Risk / Return Rank
VWSUX
IEF
VWSUX vs. IEF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) and iShares 7-10 Year Treasury Bond ETF (IEF). 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.
| VWSUX | IEF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.59 | 0.66 | +1.94 |
Sortino ratioReturn per unit of downside risk | 4.85 | 0.97 | +3.87 |
Omega ratioGain probability vs. loss probability | 2.16 | 1.11 | +1.04 |
Calmar ratioReturn relative to maximum drawdown | 4.22 | 1.20 | +3.02 |
Martin ratioReturn relative to average drawdown | 18.88 | 2.98 | +15.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VWSUX | IEF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.59 | 0.66 | +1.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.01 | -0.10 | +2.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.75 | 0.12 | +1.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.04 | 0.51 | +1.53 |
Correlation
The correlation between VWSUX and IEF is 0.29, 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.
Dividends
VWSUX vs. IEF - Dividend Comparison
VWSUX's dividend yield for the trailing twelve months is around 3.19%, less than IEF's 3.85% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWSUX Vanguard Short-Term Tax-Exempt Fund Admiral Shares | 3.19% | 4.00% | 3.82% | 2.27% | 1.24% | 0.63% | 1.26% | 1.79% | 1.53% | 1.16% | 0.97% | 0.78% |
IEF iShares 7-10 Year Treasury Bond ETF | 3.85% | 3.77% | 3.62% | 2.91% | 1.96% | 0.83% | 1.08% | 2.08% | 2.24% | 1.82% | 1.81% | 1.90% |
Drawdowns
VWSUX vs. IEF - Drawdown Comparison
The maximum VWSUX drawdown since its inception was -3.08%, smaller than the maximum IEF drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for VWSUX and IEF.
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Drawdown Indicators
| VWSUX | IEF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -3.08% | -23.93% | +20.85% |
Max Drawdown (1Y)Largest decline over 1 year | -1.01% | -3.22% | +2.21% |
Max Drawdown (5Y)Largest decline over 5 years | -2.23% | -21.40% | +19.17% |
Max Drawdown (10Y)Largest decline over 10 years | -3.08% | -23.93% | +20.85% |
Current DrawdownCurrent decline from peak | -0.63% | -10.96% | +10.33% |
Average DrawdownAverage peak-to-trough decline | -0.15% | -5.30% | +5.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.23% | 1.29% | -1.06% |
Volatility
VWSUX vs. IEF - Volatility Comparison
The current volatility for Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) is 0.28%, while iShares 7-10 Year Treasury Bond ETF (IEF) has a volatility of 1.91%. This indicates that VWSUX experiences smaller price fluctuations and is considered to be less risky than IEF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VWSUX | IEF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.28% | 1.91% | -1.63% |
Volatility (6M)Calculated over the trailing 6-month period | 0.76% | 3.22% | -2.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.53% | 5.35% | -3.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.20% | 7.70% | -6.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.11% | 6.63% | -5.52% |