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- Upturn Summary
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Upturn AI Summary
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
09/28/2026: BSV (3-star) is currently NOT-A-BUY. Pass it for now.
BSV provides diversified, low-cost exposure to US investment-grade, short-term bonds, effectively functioning as a liquid, stable-income vehicle. Its primary strengths lie in Vanguard’s efficient management, deep liquidity, and a negligible expense ratio. It is primarily used as a portfolio anchor for risk-averse investors to provide stability and steady interest income. Key risks include interest rate fluctuations and potential corporate credit spread volatility. It is most suitable for conservative investors or those seeking a defensive position within a broader asset allocation.
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 does not provide the capital appreciation required for growth-oriented portfolios. |
| Momentum investor | Weak fit | Bond ETFs typically lack the price volatility and directional trends that momentum traders seek. |
| Value investor | Mixed fit | Value investors may use this as a temporary store of value during market uncertainty, but it is not a core value play. |
| Dividend/Income investor | Strong fit | It provides a reliable, low-risk income stream through regular interest payments. |
| Low-risk investor | Strong fit | The short-duration nature of the bonds held significantly reduces interest rate risk and price volatility. |
Investor Profile
Ideal Investor Profile
The ideal investor is a conservative individual or institutional entity seeking capital preservation and modest current income.
Suitability
BSV is best suited for long-term passive investors or those looking to park cash while maintaining exposure to market yields.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Low | Short-term bonds are inherently less sensitive to interest rate changes than long-term bonds. |
| Market risk | Medium | Broader economic downturns can affect credit spreads, though government holdings provide a buffer. |
| Concentration | Low | The fund holds a highly diversified basket of thousands of individual bond issues. |
| Tracking/expense | Low | Vanguard's highly efficient management ensures minimal tracking error. |
| Liquidity | Low | High trading volume ensures investors can buy or sell at fair market prices. |
| Business/sector quality | Low | The fund mandates investment-grade quality, significantly lowering default risk. |
Risk Analysis
Volatility
BSV displays very low volatility compared to equities and long-duration fixed-income funds.
Market Risk
Risks are primarily tied to interest rate risk and the credit quality of the corporate bond portion of the portfolio.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US Government Bonds | 65 | High-quality government debt provides a stable foundation and liquidity to the portfolio. |
| Fixed-income type | Investment-Grade Corporate Bonds | 34 | Corporate bonds offer slightly higher yields than government debt while maintaining investment-grade credit quality. |
| Cash/collateral | Cash and Cash Equivalents | 1 | Minimal cash is held for daily operational needs and liquidity management. |
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 PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/28/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 28, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $46.42B |
| Issuer | Vanguard |
| Expense Ratio | 0.04% |
| Distribution Yield | 4.03% |
| Inception | Apr 3, 2007 |
Performance
| Period | Total Return |
|---|---|
| YTD | -0.29% |
| 1 Year | +1.05% |
| 3 Year | +4.33% |
| 5 Year | +1.54% |
| 10 Year | +1.82% |
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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