Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Vanguard Short-Term Bond Index Fund ETF Shares (BSV)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/01/2025: BSV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 5.56% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2145098 | Beta 0.41 | 52 Weeks Range 73.35 - 78.34 | Updated Date 04/1/2025 |
52 Weeks Range 73.35 - 78.34 | Updated Date 04/1/2025 |
Upturn AI SWOT
Vanguard Short-Term Bond Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Short-Term Bond Index Fund ETF Shares (BSV) seeks to track the investment results of the Bloomberg Barclays U.S. 1-5 Year Government/Credit Bond Index, which measures the performance of a broad, market-weighted bond index composed of U.S. government and investment-grade corporate bonds with maturities between 1 and 5 years. It offers exposure to the short-term U.S. investment-grade bond market.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, index-tracking ETFs and a strong commitment to investor interests.
Management Expertise
Vanguard has a team of experienced portfolio managers and analysts with expertise in fixed-income investing and index tracking.
Investment Objective
Goal
To track the investment results of the Bloomberg Barclays U.S. 1-5 Year Government/Credit Bond Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, attempting to replicate the index by investing in a diversified portfolio of short-term U.S. investment-grade bonds.
Composition The ETF holds a basket of U.S. government and investment-grade corporate bonds with maturities between 1 and 5 years.
Market Position
Market Share: BSV holds a significant market share in the short-term bond ETF category.
Total Net Assets (AUM): 32822000000
Competitors
Key Competitors
- iShares 1-5 Year Investment Grade Corporate Bond ETF (IGIB)
- SPDR Portfolio Short Term Corporate Bond ETF (SPSB)
- Schwab Short-Term U.S. Treasury ETF (SCHO)
Competitive Landscape
The short-term bond ETF market is competitive, with several large players offering similar products. BSV benefits from Vanguard's low-cost structure and brand recognition. However, competitors such as IGIB and SPSB offer slightly different compositions or expense ratios, attracting different segments of investors.
Financial Performance
Historical Performance: Historical performance varies with interest rate changes, but generally reflects returns close to the benchmark index. Performance data can be found on Vanguard's website.
Benchmark Comparison: The ETF's performance closely tracks the Bloomberg Barclays U.S. 1-5 Year Government/Credit Bond Index, indicating effective index tracking.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
BSV exhibits high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for BSV is generally tight, reflecting its high liquidity and efficiency.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads influence BSV's performance. Changes in monetary policy also impact short-term bond yields.
Growth Trajectory
The ETF's growth is tied to demand for short-term bond exposure as a tool for managing risk and liquidity, adapting with broader macroeconomic trends.
Moat and Competitive Advantages
Competitive Edge
BSV's competitive advantage lies in Vanguard's established reputation for low-cost index investing and efficient management. Its large AUM allows for economies of scale, further reducing expenses. The ETF's high liquidity and tight tracking of the benchmark index also contribute to its attractiveness. Vanguard's strong brand loyalty and widespread investor base further solidify its position. Its focus on maximizing investor returns through cost efficiency gives it a lasting edge.
Risk Analysis
Volatility
BSV exhibits relatively low volatility due to its focus on short-term investment-grade bonds.
Market Risk
The primary risk is interest rate risk; rising interest rates can cause the ETF's net asset value to decline. Credit risk is also present, albeit limited by the ETF's focus on investment-grade bonds.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeking stable income and capital preservation, and desires short-term bond exposure for diversification or liquidity management.
Market Risk
BSV is best suited for long-term investors, passive index followers, and those seeking a low-risk, income-generating component in their portfolio.
Summary
Vanguard Short-Term Bond Index Fund ETF Shares (BSV) offers investors low-cost exposure to the short-term U.S. investment-grade bond market. Its passive management strategy and efficient index tracking make it a reliable choice for risk-averse investors. The ETF's high liquidity and low expense ratio contribute to its attractiveness. While it is susceptible to interest rate risk, its conservative investment approach provides stability compared to longer-duration or higher-yield bond funds.
Similar Companies
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
ISTB
iShares Core 1-5 Year USD Bond
ISTB
iShares Core 1-5 Year USD Bond
SCHO
Schwab Short-Term U.S. Treasury ETF
SCHO
Schwab Short-Term U.S. Treasury ETF
SPSB
SPDR Barclays Short Term Corporate Bond
SPSB
SPDR Barclays Short Term Corporate Bond
Sources and Disclaimers
Data Sources:
- Vanguard official website
- Bloomberg
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, and investment decisions should be based on individual circumstances and risk tolerance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Short-Term Bond Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
This index includes all medium and larger issues of U.S. government, investment-grade corporate, and investment-grade international dollar-denominated bonds that have maturities between 1 and 5 years and are publicly issued. All of the fund's investments will be selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.