VWSUX vs. VWSTX
Compare and contrast key facts about Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) and Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX).
VWSUX is managed by Vanguard. It was launched on Feb 12, 2001. VWSTX is managed by Vanguard. It was launched on Sep 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWSUX or VWSTX.
Key characteristics
| VWSUX | VWSTX | |
|---|---|---|
| YTD Return | 2.84% | 2.77% |
| 1Y Return | 4.56% | 4.48% |
| 3Y Return (Ann) | 2.02% | 1.94% |
| 5Y Return (Ann) | 1.71% | 1.63% |
| 10Y Return (Ann) | 1.44% | 1.35% |
| Sharpe Ratio | 3.84 | 3.82 |
| Sortino Ratio | 9.23 | 9.06 |
| Omega Ratio | 2.55 | 2.52 |
| Calmar Ratio | 9.16 | 9.00 |
| Martin Ratio | 31.86 | 31.23 |
| Ulcer Index | 0.15% | 0.15% |
| Daily Std Dev | 1.21% | 1.19% |
| Max Drawdown | -3.08% | -3.08% |
| Current Drawdown | -0.10% | -0.11% |
Correlation
The correlation between VWSUX and VWSTX 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
VWSUX vs. VWSTX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VWSUX having a 2.84% return and VWSTX slightly lower at 2.77%. Over the past 10 years, VWSUX has outperformed VWSTX with an annualized return of 1.44%, while VWSTX has yielded a comparatively lower 1.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VWSUX vs. VWSTX - Expense Ratio Comparison
VWSUX has a 0.09% expense ratio, which is lower than VWSTX's 0.17% 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%.
Risk-Adjusted Performance
VWSUX vs. VWSTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) and Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX). 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
VWSUX vs. VWSTX - Dividend Comparison
VWSUX's dividend yield for the trailing twelve months is around 3.23%, more than VWSTX's 3.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
VWSUX vs. VWSTX - Drawdown Comparison
The maximum VWSUX drawdown since its inception was -3.08%, roughly equal to the maximum VWSTX drawdown of -3.08%. Use the drawdown chart below to compare losses from any high point for VWSUX and VWSTX. For additional features, visit the drawdowns tool.
Volatility
VWSUX vs. VWSTX - Volatility Comparison
Vanguard Short-Term Tax-Exempt Fund Admiral Shares (VWSUX) and Vanguard Short-Term Tax-Exempt Fund Investor Shares (VWSTX) 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.