VCSH vs VIITX

VCSH vs VIITX
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Quick Verdict

VIITX has a lower expense ratio. VCSH delivered stronger 1-year returns. VCSH offers more diversification with 3,023 holdings.

Lower Fees: VIITXHigher Returns: VCSHMore Diversified: VCSH

Side-by-Side Comparison

MetricVCSHVIITXWinner
Expense Ratio0.03%0.02%
AUM$52.0B-
Dividend Yield4.46%4.59%
Holdings3,0232,599
YTD Return+1.10%-1.66%
1Y Return+3.32%-1.16%
3Y Return (annualized)+5.75%+0.81%
5Y Return (annualized)+2.38%-2.27%
Volatility (annualized)2.6%4.2%
Max Drawdown-12.9%-15.0%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeFixed Income
InceptionNov 19, 2009Dec 1, 1997

VCSH vs VIITX Performance

Vanguard Short Term Corporate Bond ETF (VCSH) is a ETF from Vanguard (US) and Vanguard Institutional Intermediate Term Bond Fund Institutional Plus Class (VIITX) is a mutual fund from Vanguard (US). Over the past year VCSH returned +3.32% while VIITX returned -1.16%. Year to date, VCSH is up 1.10% versus a loss of 1.66% for VIITX.

Over three years, VCSH compounded at +5.75% per year against +0.81% for VIITX; over five years the annualized figures are +2.38% and -2.27% respectively. Across the full 5-year window we track, VCSH has the edge at +1.30% annualized vs -2.27%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VIITX has been the more volatile fund, with annualized monthly volatility of 4.2% compared with 2.6% for VCSH. 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 -12.9% for VCSH and -15.0% for VIITX. 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VCSH charges 0.03% per year while VIITX charges 0.02%. On a $10,000 position that is $3 vs $2 annually, a gap of $1 per year that compounds over a long holding period. On income, VCSH currently yields 4.46% against 4.59% for VIITX.

Holdings Overlap

2.2%overlap

VCSH and VIITX share 59 holdings out of 1683 unique holdings combined, representing a 2.2% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VCSHWeight in VIITXDifference
PNC V5.582 06/12/290.10%0.21%0.11%
JPM V5.299 07/24/290.12%0.17%0.05%
WFC V5.244 01/24/310.14%0.08%0.06%
PM 5.125 11/17/27ProProPro
JPM V2.069 06/01/29ProProPro
HSBC V7.39 11/03/28ProProPro
NOC 3.25 01/15/28ProProPro
SUMIBK 1.902 09/17/2ProProPro
ABIBB 3.5 06/01/30ProProPro
PNC 2.55 01/22/30ProProPro
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Frequently Asked Questions

Which is cheaper, VCSH or VIITX?

VCSH has an expense ratio of 0.03% while VIITX charges 0.02%. VIITX is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, VCSH or VIITX?

Over the past year VCSH returned +3.32% vs -1.16% for VIITX, so VCSH leads on 1-year performance. Over the longest common window we track (5 years), VCSH annualized +1.30% vs -2.27% for VIITX. Past performance does not guarantee future results.

Which is riskier, VCSH or VIITX?

VIITX has been the more volatile fund at 4.2% annualized versus 2.6% for VCSH. Worst drawdown: VCSH -12.9% vs VIITX -15.0%.

Should I hold both VCSH and VIITX?

VCSH and VIITX have a monthly-return correlation of 0.96, 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 VCSH and VIITX?

VCSH and VIITX share 59 common holdings with a 2.2% weight overlap. Combined, they hold 1683 unique securities.

Which pays a higher dividend, VCSH or VIITX?

VCSH yields 4.46% while VIITX yields 4.59%, so VIITX currently pays the higher dividend yield.

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