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Vanguard Short-Term Bond Index Fund ETF Shares(BSV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BSV
09/16/2026: BSV (3-star) is a SELL. SELL for 4 days. Simulated Profits (-0.62%). Updated daily EoD!
The Vanguard Short-Term Bond Index Fund (BSV) provides investors with efficient, low-cost exposure to a broad, high-quality mix of U.S. government and corporate bonds maturing in 1 to 5 years. Its primary strengths are its exceptional liquidity, minimal expense ratio, and conservative profile, making it a staple for risk-averse investors seeking reliable income. It serves effectively as a liquidity buffer or a defensive component in a balanced portfolio. The key risks center on interest rate fluctuations and inflation, which can impact the fund's price and real returns. Overall, BSV is well-suited for investors prioritizing capital preservation and steady income over aggressive growth.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | This fund is designed for capital preservation and income rather than aggressive capital appreciation. |
| Momentum investor | Weak fit | Short-term bonds generally lack the price velocity that momentum strategies typically seek. |
| Value investor | Mixed fit | Value investors may use this as a defensive holding when they believe equity markets are overvalued. |
| Dividend/Income investor | Strong fit | BSV provides a reliable and predictable stream of monthly interest income for income-oriented portfolios. |
| Low-risk investor | Strong fit | The fund's short duration and high-quality credit exposure make it ideal for risk-averse investors. |
Investor Profile
Ideal Investor Profile
The ideal investor for BSV is a conservative or income-focused individual looking for a low-risk alternative to cash while maintaining high liquidity.
Suitability
BSV is best suited for long-term investors using it as a portfolio stabilizer or passive index followers seeking broad, short-term fixed-income exposure.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | Short-term maturities significantly dampen the impact of interest rate fluctuations on price. |
| Market risk | Medium | While safer than equities, the fund is still subject to broad market shifts and interest rate changes. |
| Concentration | Low | The fund holds thousands of individual securities, ensuring broad diversification. |
| Tracking/expense | Low | Vanguard's passive management and extremely low fees minimize the drag on performance. |
| Liquidity | Low | High trading volume ensures investors can buy or sell at near-NAV prices easily. |
| Business/sector quality | Low / none | The fund strictly holds investment-grade debt, mitigating the risk of credit defaults. |
Risk Analysis
Volatility
BSV exhibits very low historical volatility, as short-term bond prices are less sensitive to interest rate changes than their long-term counterparts.
Market Risk
The primary risk is interest rate risk, where rising rates lead to price declines, though the impact is mitigated by the short duration of the holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | U.S. Treasury Securities | 65 | These holdings provide high liquidity and safety, serving as the foundation of the fund's conservative profile. |
| Fixed-income type | Investment-Grade Corporate Bonds | 34 | Corporate exposure offers a slight yield pickup over government debt while maintaining strict credit quality standards. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minimal cash is held to manage daily flows and operational liquidity. |
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 9.83% | Avg. Invested days 91 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 16, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $46.40B |
| Issuer | Vanguard |
| Expense Ratio | 0.04% |
| Distribution Yield | 4.03% |
| Inception | Apr 3, 2007 |
Performance
| Period | Total Return |
|---|---|
| YTD | +0.02% |
| 1 Year | +1.13% |
| 3 Year | +4.36% |
| 5 Year | +1.55% |
| 10 Year | +1.87% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 1.33% |
| 3Y Volatility | 2.28% |
| 3Y Sharpe Ratio | -0.06 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | BBgBarc US Agg Bond TR USD |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Holdings Turnover | 64.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Wipro ADR | 0.26% |
| Carrier Global | 0.03% |
| Charter Communications | 0.02% |
| Visa. Class A | 0.02% |
| Verizon Communications | 0.02% |
Upturn AI Summary
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.
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