BSV vs VONG

BSV vs VONG

Which is better, BSV or VONG?

Short Term Bond against Large Cap Growth.

BSV has a lower expense ratio. VONG led over 1Y, 3Y, 5Y and the full window.

Lower Fees: BSVHigher Returns: VONG

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

MetricBSVVONG
Expense Ratio0.03%Best0.06%
AUM$45.6B$51.6B
Dividend Yield4.01%0.46%
Holdings3,205373
YTD Return+0.02%+7.81%Best
1Y Return+1.19%+7.80%Best
3Y Return (annualized)+4.34%+24.42%Best
5Y Return (annualized)+1.51%+13.09%Best
Volatility (annualized)2.0%Best15.9%
Max Drawdown-9.0%Best-32.7%
$10,000 over 5 years$10,778$18,498Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleShort Term BondLarge Cap Growth
InceptionApr 3, 2007Sep 20, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Sep 22, 2010 to Sep 22, 2026 (16 years).

BSV vs VONG 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 VTIVONG against:VONG vs VXUS

BSV vs VONG Performance

Vanguard Short-Term Bond ETF (BSV) is an ETF from Vanguard (US) and Vanguard Russell 1000 Growth ETF (VONG) is an ETF from Vanguard (US). Over the past year BSV returned +1.19% while VONG returned +7.80%. Year to date, BSV is up 0.02% versus a gain of 7.81% for VONG.

Over three years, BSV compounded at +4.34% per year against +24.42% for VONG; over five years the annualized figures are +1.51% and +13.09% respectively. Across the full 16-year window we track, VONG has the edge at +15.80% annualized vs +0.54%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VONG has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 2.0% 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 -32.7% for VONG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.23. They move largely independently of each other.

Fees and Cost Over Time

BSV charges 0.03% per year while VONG charges 0.06%. On a $10,000 position that is $3 vs $6 annually, a gap of $3 per year that compounds over a long holding period. On income, BSV currently yields 4.01% against 0.46% for VONG.

Holdings Overlap

VONG already in BSV6.8%

At least 6.8% of VONG'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.

VONG and BSV share little of their money.

2 positions in common, counted across the 1,013 positions we hold weights for in BSV and 371 in VONG, against full books of 3,205 and 373.

Top Shared Holdings

StockWeight in BSVWeight in VONGDifference
AAPLApple, Inc0.01%6.71%6.70%
PEPPepsico Inc.0.01%0.06%0.05%

You are not choosing between two funds in isolation.

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

BSVVONG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BSV or VONG?

BSV has an expense ratio of 0.03% while VONG charges 0.06%. BSV is the cheaper option, by $3 a year on a $10,000 investment.

Which performed better, BSV or VONG?

Over the past year BSV returned +1.19% vs +7.80% for VONG, so VONG leads on 1-year performance. Over the longest common window we track (16 years), BSV annualized +0.54% vs +15.80% for VONG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSV or VONG?

VONG has been the more volatile fund at 15.9% annualized versus 2.0% for BSV. Worst drawdown: BSV -9.0% vs VONG -32.7%.

Should I hold both BSV and VONG?

BSV and VONG have a monthly-return correlation of 0.23, 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 VONG?

At least 6.8% of VONG's money is in holdings BSV also owns. Our book for BSV is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 1,013 positions we hold weights for in BSV and 371 in VONG.

Which pays a higher dividend, BSV or VONG?

BSV yields 4.01% while VONG yields 0.46%, so BSV currently pays the higher dividend yield.

Is VONG better than BSV?

BSV has a lower expense ratio. VONG 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.