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Vanguard Short-Term Bond Index Fund ETF Shares (BSV)



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Upturn Advisory Summary
08/14/2025: BSV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 8.77% | Avg. Invested days 77 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 0.41 | 52 Weeks Range 73.91 - 78.67 | Updated Date 06/29/2025 |
52 Weeks Range 73.91 - 78.67 | Updated Date 06/29/2025 |
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 U.S. Short-Term Bond Index, which measures the performance of a broad, market-weighted index of investment-grade, taxable, fixed income securities with maturities between 1 and 5 years. It provides exposure to a diversified portfolio of short-term U.S. bonds. BSV offers a conservative approach to fixed income investing, prioritizing capital preservation and minimizing interest rate risk.
Reputation and Reliability
Vanguard is highly regarded for its low-cost, index-tracking investment products and has a strong reputation for reliability and investor-focused principles.
Management Expertise
Vanguard has extensive expertise in managing index-tracking funds and employs experienced investment professionals to oversee its fixed-income portfolios.
Investment Objective
Goal
The primary investment goal of BSV is to track the performance of a broad, market-weighted index of investment-grade, taxable, fixed income securities with maturities between 1 and 5 years.
Investment Approach and Strategy
Strategy: BSV employs a passive management strategy designed to track the Bloomberg U.S. Short-Term Bond Index.
Composition The ETF holds a diversified portfolio of short-term U.S. investment-grade bonds, including U.S. government, corporate, and mortgage-backed securities.
Market Position
Market Share: BSV holds a significant market share in the short-term bond ETF category.
Total Net Assets (AUM): 31351000000
Competitors
Key Competitors
- iShares 1-3 Year Treasury Bond ETF (SHY)
- Schwab Short-Term U.S. Treasury ETF (SCHO)
- SPDR Portfolio Short Term Corporate Bond ETF (SPSB)
Competitive Landscape
The short-term bond ETF market is competitive, with several large players offering similar investment strategies. BSV's advantages include its low expense ratio and Vanguard's strong brand reputation. Its disadvantages could include a slightly different index composition compared to competitors, leading to minor performance variations.
Financial Performance
Historical Performance: Historical performance varies depending on interest rate environment. Returns are typically modest, reflecting the lower risk associated with short-term bonds.
Benchmark Comparison: BSV's performance closely tracks the Bloomberg U.S. Short-Term Bond Index, with minor deviations due to expense ratio and tracking error.
Expense Ratio: 0.04
Liquidity
Average Trading Volume
BSV exhibits high liquidity with a significant average daily trading volume, making it easy to buy and sell shares.
Bid-Ask Spread
BSV typically maintains a tight bid-ask spread, indicating low transaction costs for investors.
Market Dynamics
Market Environment Factors
BSV's performance is influenced by interest rate movements, inflation expectations, and overall economic conditions. Rising interest rates can negatively impact bond prices, while falling rates can lead to capital appreciation.
Growth Trajectory
BSV's growth trajectory is tied to investor demand for short-term fixed income exposure, particularly during periods of economic uncertainty or rising interest rates. There are no significant changes to strategy and holdings.
Moat and Competitive Advantages
Competitive Edge
BSV's competitive edge lies in Vanguard's established brand, low expense ratio, and broad market exposure to short-term investment-grade bonds. Its passive management strategy ensures consistent tracking of the underlying index. The fund benefits from Vanguard's economies of scale, enabling it to offer a cost-effective investment solution. BSV offers diversification across various sectors within the short-term bond market.
Risk Analysis
Volatility
BSV exhibits low volatility compared to other asset classes, reflecting the stability of short-term bonds.
Market Risk
BSV is subject to interest rate risk, where rising rates can cause bond prices to decline. Credit risk is also present, although minimized by focusing on investment-grade securities.
Investor Profile
Ideal Investor Profile
The ideal investor for BSV is a risk-averse individual seeking capital preservation and income generation with a short-term investment horizon.
Market Risk
BSV is best suited for long-term investors seeking stability, passive index followers, and those looking for a lower risk fixed income component in a portfolio.
Summary
BSV offers exposure to a diversified portfolio of short-term investment-grade bonds with a very low expense ratio. It is a passively managed ETF, tracking the Bloomberg U.S. Short-Term Bond Index. It is suitable for risk-averse investors seeking modest income and capital preservation, and is subject to interest rate risk, but it is comparatively less volatile than long-term bonds. BSV is a compelling option for investors looking to reduce risk within their bond portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard Official Website
- Bloomberg
- Yahoo Finance
Disclaimers:
The data provided is 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 may impact investment outcomes. Consult with a qualified financial advisor before making any investment decisions.
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.

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