BSV vs VB

BSV vs VB

Which is better, BSV or VB?

Short Term Bond against Small Cap Blend.

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

Lower Fees: TiedHigher Returns: VB

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

MetricBSVVB
Expense Ratio0.03%Tie0.03%Tie
AUM$45.6B$79.7B
Dividend Yield4.01%1.21%
Holdings3,2051,319
YTD Return-0.08%+11.48%Best
1Y Return+1.05%+13.26%Best
3Y Return (annualized)+4.27%+15.89%Best
5Y Return (annualized)+1.47%+7.33%Best
Volatility (annualized)2.4%Best19.7%
Max Drawdown-9.0%Best-61.0%
$10,000 over 5 years$10,757$14,243Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleShort Term BondSmall Cap Blend
InceptionApr 3, 2007Jan 26, 2004

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 10, 2007 to Sep 18, 2026 (19.4 years).

BSV vs VB 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BSV against instead:BSV vs SPYBSV vs QQQBSV vs VOOBSV vs VTIVB against:VB vs VXUS

BSV vs VB Performance

Vanguard Short-Term Bond ETF (BSV) is an ETF from Vanguard (US) and Vanguard Morningstar Small-Cap ETF (VB) is an ETF from Vanguard (US). Over the past year BSV returned +1.05% while VB returned +13.26%. Year to date, BSV is down 0.08% versus a gain of 11.48% for VB.

Over three years, BSV compounded at +4.27% per year against +15.89% for VB; over five years the annualized figures are +1.47% and +7.33% respectively. Across the full 19-year window we track, VB has the edge at +7.87% annualized vs +0.88%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VB has been the more volatile fund, with annualized monthly volatility of 19.7% compared with 2.4% for BSV. 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 -9.0% for BSV and -61.0% for VB. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.10. They move largely independently of each other.

Fees and Cost Over Time

BSV charges 0.03% per year while VB charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BSV currently yields 4.01% against 1.21% for VB.

Holdings Overlap

VB already in BSV0.2%

At least 0.2% of VB's money is in holdings BSV also owns.

Stated as a floor: for BSV, our book for it covers 63.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 1,013 positions we hold weights for in BSV and 1,302 in VB, against full books of 3,205 and 1,319.

Top Shared Holdings

StockWeight in BSVWeight in VBDifference
HUBBHubbell Inc0.00%0.17%0.17%

You are not choosing between two funds in isolation.

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

BSVVB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSV or VB?

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

Which performed better, BSV or VB?

Over the past year BSV returned +1.05% vs +13.26% for VB, so VB leads on 1-year performance. Over the longest common window we track (19 years), BSV annualized +0.88% vs +7.87% for VB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSV or VB?

VB has been the more volatile fund at 19.7% annualized versus 2.4% for BSV. Worst drawdown: BSV -9.0% vs VB -61.0%.

Should I hold both BSV and VB?

BSV and VB have a monthly-return correlation of 0.10, 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, BSV or VB?

BSV yields 4.01% while VB yields 1.21%, so BSV currently pays the higher dividend yield.

Is VB better than BSV?

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