BIV vs VGSH

BIV vs VGSH

Which is better, BIV or VGSH?

Each has led over a different period.

BIV led over 3Y, VGSH over 1Y, 5Y and the full window.

Lower Fees: TiedHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricBIVVGSH
Expense Ratio0.03%Tie0.03%Tie
AUM$28.8B$34.7B
Dividend Yield4.32%3.82%
Holdings2,33694
YTD Return-1.92%+0.53%Best
1Y Return-0.95%+1.72%Best
3Y Return (annualized)+4.53%Best+4.11%
5Y Return (annualized)-0.47%+1.83%Best
Volatility (annualized)5.3%1.4%Best
Max Drawdown-20.3%-6.7%Best
$10,000 over 5 years$9,767$10,949Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeFixed Income
Style-Short Term Government Bond
InceptionApr 3, 2007Nov 19, 2009

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 23, 2009 to Sep 21, 2026 (16.8 years).

BIV vs VGSH growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16.8 years both funds cover.

Compare BIV against instead:BIV vs SPYBIV vs QQQBIV vs VOOBIV vs VTIVGSH against:VGSH vs VXUS

BIV vs VGSH Performance

Vanguard Intermediate-Term Bond ETF (BIV) is an ETF from Vanguard (US) and Vanguard Short Term Treasury ETF (VGSH) is an ETF from Vanguard (US). Over the past year BIV returned -0.95% while VGSH returned +1.72%. Year to date, BIV is down 1.92% versus a gain of 0.53% for VGSH.

Over three years, BIV compounded at +4.53% per year against +4.11% for VGSH; over five years the annualized figures are -0.47% and +1.83% respectively. Across the full 17-year window we track, VGSH has the edge at +0.69% annualized vs +0.62%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BIV has been the more volatile fund, with annualized monthly volatility of 5.3% compared with 1.4% for VGSH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -20.3% for BIV and -6.7% for VGSH. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.75. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BIV charges 0.03% per year while VGSH charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BIV currently yields 4.32% against 3.82% for VGSH.

Holdings Overlap

We hold position weights for 798 holdings in BIV and 71 in VGSH, totalling 60.9% and 76.6% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

1 positions in common, counted across the 798 positions we hold weights for in BIV and 71 in VGSH, against full books of 2,336 and 94.

Top Shared Holdings

StockWeight in BIVWeight in VGSHDifference
CURVVanguard Market Liquidity Fund0.32%0.40%0.08%

You are not choosing between two funds in isolation.

Whichever of BIV and VGSH you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BIVVGSH

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Frequently Asked Questions

Which is cheaper, BIV or VGSH?

BIV has an expense ratio of 0.03% while VGSH charges 0.03%. At the precision these are quoted to, they cost the same.

Which performed better, BIV or VGSH?

Over the past year BIV returned -0.95% vs +1.72% for VGSH, so VGSH leads on 1-year performance. Over the longest common window we track (17 years), BIV annualized +0.62% vs +0.69% for VGSH. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BIV or VGSH?

BIV has been the more volatile fund at 5.3% annualized versus 1.4% for VGSH. Worst drawdown: BIV -20.3% vs VGSH -6.7%.

Should I hold both BIV and VGSH?

BIV and VGSH have a monthly-return correlation of 0.75, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BIV or VGSH?

BIV yields 4.32% while VGSH yields 3.82%, so BIV currently pays the higher dividend yield.

Is VGSH better than BIV?

BIV led over 3Y, VGSH over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.