BSV vs VO

BSV vs VO

Which is better, BSV or VO?

Short Term Bond against Mid Cap Blend.

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

Lower Fees: TiedHigher Returns: VO

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

MetricBSVVO
Expense Ratio0.03%Tie0.03%Tie
AUM$45.6B$106.6B
Dividend Yield4.01%1.30%
Holdings3,205289
YTD Return-0.08%+10.11%Best
1Y Return+1.05%+11.13%Best
3Y Return (annualized)+4.27%+15.98%Best
5Y Return (annualized)+1.47%+7.59%Best
Volatility (annualized)2.4%Best17.7%
Max Drawdown-9.0%Best-60.3%
$10,000 over 5 years$10,757$14,416Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleShort Term BondMid 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 VO 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 VTIVO against:VO vs VXUS

BSV vs VO Performance

Vanguard Short-Term Bond ETF (BSV) is an ETF from Vanguard (US) and Vanguard Morningstar Mid-Cap ETF (VO) is an ETF from Vanguard (US). Over the past year BSV returned +1.05% while VO returned +11.13%. Year to date, BSV is down 0.08% versus a gain of 10.11% for VO.

Over three years, BSV compounded at +4.27% per year against +15.98% for VO; over five years the annualized figures are +1.47% and +7.59% respectively. Across the full 19-year window we track, VO has the edge at +8.03% annualized vs +0.88%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VO has been the more volatile fund, with annualized monthly volatility of 17.7% 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 -60.3% for VO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.15. They move largely independently of each other.

Fees and Cost Over Time

BSV charges 0.03% per year while VO charges 0.03%. On a $10,000 position that is $3 vs $3 annually. On income, BSV currently yields 4.01% against 1.30% for VO.

Holdings Overlap

VO already in BSV2.1%

At least 2.1% of VO'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.

VO and BSV share little of their money.

6 positions in common, counted across the 1,013 positions we hold weights for in BSV and 283 in VO, against full books of 3,205 and 289.

Top Shared Holdings

StockWeight in BSVWeight in VODifference
CURVVanguard Market Liquidity Fund0.70%0.29%0.41%
AFLAflac Inc.0.01%0.56%0.55%
OKEOneok Inc.0.01%0.55%0.54%
KVUEKenvue Inc0.01%0.36%0.35%
ESEversource Energ0.01%0.26%0.25%
HUBBHubbell Inc0.00%0.12%0.12%

You are not choosing between two funds in isolation.

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

BSVVO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSV or VO?

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

Which performed better, BSV or VO?

Over the past year BSV returned +1.05% vs +11.13% for VO, so VO leads on 1-year performance. Over the longest common window we track (19 years), BSV annualized +0.88% vs +8.03% for VO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSV or VO?

VO has been the more volatile fund at 17.7% annualized versus 2.4% for BSV. Worst drawdown: BSV -9.0% vs VO -60.3%.

Should I hold both BSV and VO?

BSV and VO have a monthly-return correlation of 0.15, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between BSV and VO?

At least 2.1% of VO's money is in holdings BSV also owns. Our book for BSV is partial, so the real figure is this or higher. They hold 6 positions in common, counted across the 1,013 positions we hold weights for in BSV and 283 in VO.

Which pays a higher dividend, BSV or VO?

BSV yields 4.01% while VO yields 1.30%, so BSV currently pays the higher dividend yield.

Is VO better than BSV?

VO 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.