SBND vs VTI

Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricSBNDVTIWinner
Expense Ratio0.25%0.03%
AUM$205M$663.5B
Dividend Yield4.53%1.07%
Holdings1,1843,543
YTD Return+0.94%+14.20%
1Y Return+3.34%+24.16%
3Y Return (annualized)+5.61%+21.12%
5Y Return (annualized)-+12.37%
Volatility (annualized)4.0%15.3%
Max Drawdown-10.8%-56.6%
Fund FamilyColumbia Threadneedle InvestmentsVanguard (US)
CategoryFixed IncomeEquity
InceptionSep 21, 2021May 24, 2001

SBND vs VTI Performance

Columbia Short Duration Bond ETF (SBND) is a ETF from Columbia Threadneedle Investments and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year SBND returned +3.34% while VTI returned +24.16%. Year to date, SBND is up 0.94% versus a gain of 14.20% for VTI.

Over three years, SBND compounded at +5.61% per year against +21.12% for VTI. Across the full 5-year window we track, VTI has the edge at +8.14% annualized vs +2.32%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 4.0% for SBND. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -10.8% for SBND and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

SBND charges 0.25% per year while VTI charges 0.03%. On a $10,000 position that is $25 vs $3 annually, a gap of $22 per year that compounds over a long holding period. On income, SBND currently yields 4.53% against 1.07% for VTI.

Holdings Overlap

0.0%overlap

SBND and VTI share 2 holdings out of 3617 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SBNDWeight in VTIDifference
THC0.05%0.02%0.03%
OC0.05%0.02%0.03%

Frequently Asked Questions

Which is cheaper, SBND or VTI?

SBND has an expense ratio of 0.25% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $22 per year of difference.

Which performed better, SBND or VTI?

Over the past year SBND returned +3.34% vs +24.16% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (5 years), SBND annualized +2.32% vs +8.14% for VTI. Past performance does not guarantee future results.

Which is riskier, SBND or VTI?

VTI has been the more volatile fund at 15.3% annualized versus 4.0% for SBND. Worst drawdown: SBND -10.8% vs VTI -56.6%.

Should I hold both SBND and VTI?

SBND and VTI have a monthly-return correlation of 0.73, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SBND and VTI?

SBND and VTI share 2 common holdings with a 0.0% weight overlap. Combined, they hold 3617 unique securities.

Which pays a higher dividend, SBND or VTI?

SBND yields 4.53% while VTI yields 1.07%, so SBND currently pays the higher dividend yield.

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