BSV vs VOT

BSV vs VOT

Which is better, BSV or VOT?

Short Term Bond against Mid Cap Growth.

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

Lower Fees: BSVHigher 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

MetricBSVVOT
Expense Ratio0.03%Best0.05%
AUM$45.6B$19.1B
Dividend Yield4.01%0.60%
Holdings3,205129
YTD Return-0.08%+4.24%Best
1Y Return+1.05%Best+0.42%
3Y Return (annualized)+4.27%+14.38%Best
5Y Return (annualized)+1.47%+4.53%Best
Volatility (annualized)2.4%Best18.8%
Max Drawdown-9.0%Best-60.3%
$10,000 over 5 years$10,757$12,480Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleShort Term BondMid Cap Growth
InceptionApr 3, 2007Aug 17, 2006

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 VOT 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 VTIVOT against:VOT vs VXUS

BSV vs VOT Performance

Vanguard Short-Term Bond ETF (BSV) is an ETF from Vanguard (US) and Vanguard Morningstar Mid-Cap Growth ETF (VOT) is an ETF from Vanguard (US). Over the past year BSV returned +1.05% while VOT returned +0.42%. Year to date, BSV is down 0.08% versus a gain of 4.24% for VOT.

Over three years, BSV compounded at +4.27% per year against +14.38% for VOT; over five years the annualized figures are +1.47% and +4.53% respectively. Across the full 19-year window we track, VOT has the edge at +8.72% annualized vs +0.88%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOT has been the more volatile fund, with annualized monthly volatility of 18.8% 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 VOT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.14. They move largely independently of each other.

Fees and Cost Over Time

BSV charges 0.03% per year while VOT charges 0.05%. On a $10,000 position that is $3 vs $5 annually, a gap of $2 per year that compounds over a long holding period. On income, BSV currently yields 4.01% against 0.60% for VOT.

Holdings Overlap

VOT already in BSV0.5%

At least 0.5% of VOT'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.

2 positions in common, counted across the 1,013 positions we hold weights for in BSV and 123 in VOT, against full books of 3,205 and 129.

Top Shared Holdings

StockWeight in BSVWeight in VOTDifference
CURVVanguard Market Liquidity Fund0.70%0.31%0.39%
HUBBHubbell Inc0.00%0.14%0.14%

You are not choosing between two funds in isolation.

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

BSVVOT

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Frequently Asked Questions

Which is cheaper, BSV or VOT?

BSV has an expense ratio of 0.03% while VOT charges 0.05%. BSV is the cheaper option, by $2 a year on a $10,000 investment.

Which performed better, BSV or VOT?

Over the past year BSV returned +1.05% vs +0.42% for VOT, so BSV leads on 1-year performance. Over the longest common window we track (19 years), BSV annualized +0.88% vs +8.72% for VOT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BSV or VOT?

VOT has been the more volatile fund at 18.8% annualized versus 2.4% for BSV. Worst drawdown: BSV -9.0% vs VOT -60.3%.

Should I hold both BSV and VOT?

BSV and VOT have a monthly-return correlation of 0.14, 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 VOT?

BSV yields 4.01% while VOT yields 0.60%, so BSV currently pays the higher dividend yield.

Is VOT better than BSV?

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