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BSV vs VSHY

Vanguard Short-Term Bond Index Fund ETF Shares vs Virtus Newfleet Short Duration High Yield Bond ETF

BSV

Vanguard Short-Term Bond Index Fund ETF Shares

Vanguard

Annual cost

0.03%

Fund size

$69.9B

VSHY

Virtus Newfleet Short Duration High Yield Bond ETF

Virtus

Annual cost

0.39%

Fund size

$31M

Key differences

  • BSV costs 0.36% less per year.
  • BSV is significantly larger than VSHY — larger funds tend to be more liquid and less likely to close.
  • BSV follows a index tracking strategy; VSHY uses active selection.
  • Over the last 3 years, VSHY has delivered higher annualized returns.
  • BSV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BSVVSHY
Annual cost (TER)0.03%0.39%
Fund size (AUM)$69.9B$31M
Since20012016
Dividend yield3.93%6.45%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+3.9%+7.7%
CAGR 3Y+4.4%+8.9%
CAGR 5Y+1.7%+4.3%
Sharpe 3Y0.331.08
Volatility 1Y1.82%3.41%
Max drawdown-8.54%-14.40%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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