BSV vs. IUSB - ETF Comparison
BSV - Vanguard Short-Term Bond ETF
The Vanguard Short-Term Bond ETF is a fixed income fund that provides broad exposure to the US bond market, focusing on investment-grade bonds with maturities between one and five years. It offers a low-risk investment option with a relatively low expected return, making it a suitable safe haven for investors during volatile markets.
IUSB - iShares Core Total USD Bond Market ETF
The iShares Core Total USD Bond Market ETF is a broad-based bond fund that tracks the Bloomberg US Universal Index, providing diversified exposure to the US bond market. The fund invests in a wide range of bonds, including government and corporate bonds, with varying maturities and credit qualities.
| BSV | IUSB | |
|---|---|---|
| Fund Name | Vanguard Short-Term Bond ETF | iShares Core Total USD Bond Market ETF |
| Fund Provider | Vanguard | BlackRock |
| Index | Bloomberg US Government/Credit - Float Adjusted (1-5 Y) | Bloomberg US Universal |
| Asset Class | Bonds | Bonds |
| Listing | US-listed | US-listed |
| Expense Ratio | 0.04% | 0.06% |
| Inception Date | 2007-04-03 | 2014-06-10 |
| Number Of Holdings | 2720 | 16120 |
| Currency | USD | USD |
| Region | United States | United States |
| Sector | Financials | Financials |
| Sector Detail | Bonds | Bonds |
| Bond Type | Broad Market | Broad Market |
| Leveraged | Non-leveraged | Non-leveraged |
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Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Key Metrics
Performance Metrics
Risk Metrics
Detailed Returns
Benchmark Comparison
Performance Analysis
The performance analysis examines historical data to assess the returns of the investment strategy, including key metrics such as Cumulative returns, End of Year (EoY) returns, and risk-adjusted returns like the Sharpe ratio or the Sortino ratio.
Cumulative Returns
End of Year Returns Table
End of Year Returns
Risk Analysis
The risk analysis refers to an assessment of potential negative events that could lead to a loss of capital. Conducting a risk analysis can help in deciding whether an investment should be made. This is done using risk metrics such as drawdowns, volatility and beta which reflect stakeholders' confidence in the consistency of an investment strategy.
Drawdowns
Drawdowns Table
Monte Carlo Simulation
The Monte Carlo simulation is a statistical method used to forecast portfolio returns by generating a wide range of potential outcomes through random sampling from historical asset price data. It helps investors assess the potential risk and return of a portfolio under various market conditions. The simulation takes into account the initial investment and optionally simulates cash flow scenarios like fixed contributions, fixed withdrawals, or percentage withdrawals.
IMPORTANT: The forecast generated through Monte Carlo simulations is purely hypothetical and does not guarantee future returns. Investment decisions should be made with consideration of various factors, and past performance is not indicative of future results.