EDV vs VB

EDV vs VB

Which is better, EDV or VB?

Long Term Government Bond against Small Cap Blend.

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

Lower Fees: VBHigher 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

MetricEDVVB
Expense Ratio0.05%0.03%Best
AUM$3.8B$79.7B
Dividend Yield5.42%1.21%
Holdings831,319
YTD Return-4.73%+11.98%Best
1Y Return-8.71%+15.45%Best
3Y Return (annualized)-3.49%+15.91%Best
5Y Return (annualized)-12.72%+7.03%Best
Volatility (annualized)21.8%19.9%Best
Max Drawdown-62.0%-57.5%Best
$10,000 over 5 years$5,065$14,045Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term Government BondSmall Cap Blend
InceptionDec 6, 2007Jan 26, 2004

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 13, 2007 to Sep 17, 2026 (18.8 years).

EDV 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 covers the 18.8 years both funds cover.

Compare EDV against instead:EDV vs SPYEDV vs QQQEDV vs VOOEDV vs VTIVB against:VB vs VXUS

EDV vs VB Performance

Vanguard Extended Duration Treasury ETF (EDV) is an ETF from Vanguard (US) and Vanguard Morningstar Small-Cap ETF (VB) is an ETF from Vanguard (US). Over the past year EDV returned -8.71% while VB returned +15.45%. Year to date, EDV is down 4.73% versus a gain of 11.98% for VB.

Over three years, EDV compounded at -3.49% per year against +15.91% for VB; over five years the annualized figures are -12.72% and +7.03% respectively. Across the full 19-year window we track, VB has the edge at +8.38% annualized vs -1.42%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 19.9% for VB. 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 -62.0% for EDV and -57.5% 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 -0.15. They move largely independently of each other.

Fees and Cost Over Time

EDV charges 0.05% per year while VB charges 0.03%. On a $10,000 position that is $5 vs $3 annually, a gap of $2 per year that compounds over a long holding period. On income, EDV currently yields 5.42% against 1.21% for VB.

You are not choosing between two funds in isolation.

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

EDVVB

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EDV or VB?

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

Which performed better, EDV or VB?

Over the past year EDV returned -8.71% vs +15.45% for VB, so VB leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.42% vs +8.38% for VB. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EDV or VB?

EDV has been the more volatile fund at 21.8% annualized versus 19.9% for VB. Worst drawdown: EDV -62.0% vs VB -57.5%.

Should I hold both EDV and VB?

EDV and VB 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.

Which pays a higher dividend, EDV or VB?

EDV yields 5.42% while VB yields 1.21%, so EDV currently pays the higher dividend yield.

Is VB better than EDV?

VB has a lower expense ratio. 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.