BSV vs VGIT

Quick Verdict

BSV delivered stronger 1-year returns. BSV offers more diversification with 2787 holdings.

Lower Fees: TiedHigher Returns: BSVMore Diversified: BSV

Side-by-Side Comparison

MetricBSVVGITWinner
Expense Ratio0.03%0.03%
AUM$44.8B$42.1B
Dividend Yield3.98%3.84%
Holdings3,125106
YTD Return+0.41%-0.62%
1Y Return+2.34%+1.32%
3Y Return (annualized)+4.28%+3.60%
5Y Return (annualized)+1.59%-0.12%
Volatility (annualized)2.4%4.3%
Max Drawdown-9.0%-17.2%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeFixed Income
InceptionApr 3, 2007Nov 19, 2009

BSV vs VGIT Performance

Vanguard Short-Term Bond ETF (BSV) is a ETF from Vanguard (US) and Vanguard Intermediate Term Treasury ETF (VGIT) is a ETF from Vanguard (US). Over the past year BSV returned +2.34% while VGIT returned +1.32%. Year to date, BSV is up 0.41% versus a loss of 0.62% for VGIT.

Over three years, BSV compounded at +4.28% per year against +3.60% for VGIT; over five years the annualized figures are +1.59% and -0.12% respectively. Across the full 17-year window we track, BSV has the edge at +0.91% annualized vs +0.75%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VGIT has been the more volatile fund, with annualized monthly volatility of 4.3% 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 -17.2% for VGIT. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

BSV charges 0.03% per year while VGIT charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BSV currently yields 3.98% against 3.84% for VGIT.

Holdings Overlap

20.6%overlap

BSV and VGIT share 41 holdings out of 2830 unique holdings combined, representing a 20.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BSVWeight in VGITDifference
T 4 02/28/300.88%1.67%0.79%
T 0.875 11/15/300.81%1.53%0.72%
T 0.625 08/15/300.72%1.43%0.71%
T 4.125 11/30/29ProProPro
T 4 07/31/29ProProPro
T 3.5 09/30/29ProProPro
T 3.875 07/31/30ProProPro
T 3.625 08/31/30ProProPro
T 4.125 10/31/29ProProPro
T 4 03/31/30ProProPro
See all 10 holdings BSV shares with VGIT
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, BSV or VGIT?

BSV has an expense ratio of 0.03% while VGIT charges 0.03%. They cost the same. On a $10,000 investment, that is $0 per year of difference.

Which performed better, BSV or VGIT?

Over the past year BSV returned +2.34% vs +1.32% for VGIT, so BSV leads on 1-year performance. Over the longest common window we track (17 years), BSV annualized +0.91% vs +0.75% for VGIT. Past performance does not guarantee future results.

Which is riskier, BSV or VGIT?

VGIT has been the more volatile fund at 4.3% annualized versus 2.4% for BSV. Worst drawdown: BSV -9.0% vs VGIT -17.2%.

Should I hold both BSV and VGIT?

BSV and VGIT have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between BSV and VGIT?

BSV and VGIT share 41 common holdings with a 20.6% weight overlap. Combined, they hold 2830 unique securities.

Which pays a higher dividend, BSV or VGIT?

BSV yields 3.98% while VGIT yields 3.84%, so BSV currently pays the higher dividend yield.

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