VSDM vs PEO

Comparison between VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF ETF SHARES (VSDM, ETF) and Adams Natural Resources Fund Inc (PEO, ETF).

VSDM vs PEO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VSDM(ETF)	PEO(ETF)
Net Assets	$760M	$762M
Expense Ratio	0.12%	N/A
Max Drawdown	2.00%	86.24%
Sharpe Ratio	-0.13	1.69
5Y Beta	0.01	0.51
5Y Dividends CAGR	N/A	28.22%

Net Assets

VSDM

$760M

Winner

PEO

$762M

Expense Ratio

VSDM

0.12%

PEO

N/A

Max Drawdown

Winner

VSDM

2.00%

PEO

86.24%

Sharpe Ratio

VSDM

-0.13

Winner

PEO

1.69

5Y Beta

Winner

VSDM

0.01

PEO

0.51

5Y Dividends CAGR

VSDM

N/A

PEO

28.22%

VSDM vs PEO - Historical Returns

Returns include dividend reinvestment.

Period	VSDM	PEO
1 month	-0.54%	+10.86%
3 months	-0.10%	+5.00%
6 months	+0.29%	+16.51%
1 year	+3.40%	+35.35%
5 years(CAGR)	N/A	+21.94%
10 years(CAGR)	N/A	+10.65%
Max(CAGR)	+3.61%	+8.04%

VSDM

-0.54%

Winner

PEO

+10.86%

VSDM

-0.10%

Winner

PEO

+5.00%

VSDM

+0.29%

Winner

PEO

+16.51%

VSDM

+3.40%

Winner

PEO

+35.35%

5Y(CAGR)

VSDM

N/A

PEO

+21.94%

10Y(CAGR)

VSDM

N/A

PEO

+10.65%

Max(CAGR)

VSDM

+3.61%

Winner

PEO

+8.04%

VSDM vs PEO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	VSDM	PEO
2026	+0.82%	+29.62%
2025	+5.39%	+8.90%
2024	-0.15%	+11.91%
2023	N/A	+3.91%
2022	N/A	+39.27%
2021	N/A	+53.52%
2020	N/A	-27.08%
2019	N/A	+18.97%
2018	N/A	-24.05%
2017	N/A	+3.47%
2016	N/A	+21.94%
2015	N/A	-20.12%
2014	N/A	-5.87%
2013	N/A	+19.97%
2012	N/A	+1.70%
2011	N/A	-2.82%
2010	N/A	+16.74%
2009	N/A	+22.89%
2008	N/A	-42.98%
2007	N/A	+32.34%
2006	N/A	+12.95%
2005	N/A	+34.04%
2004	N/A	+15.02%
2003	N/A	+29.79%
2002	N/A	-12.73%
2001	N/A	-9.45%
2000	N/A	+35.62%
1999	N/A	-2.66%

VSDM vs PEO Drawdown Comparison

The maximum drawdown for VSDM was -1.81%, occurring on Apr 11, 2025. Recovery took 47 trading sessions.

The maximum drawdown for PEO was -71.90%, occurring on Mar 18, 2020. Recovery took 1896 trading sessions.

The current VSDM drawdown is -0.77%. The current PEO drawdown is -1.29%.

Rank	VSDM	PEO
#1	-1.81% Apr 4, 2025 - Jun 12, 2025	-71.90% Jul 24, 2014 - Feb 2, 2022
#2	-1.46% Feb 27, 2026 - Jul 2, 2026	-59.45% May 20, 2008 - Apr 3, 2014
#3	-0.95% Dec 6, 2024 - Feb 3, 2025	-40.24% May 22, 2001 - Oct 6, 2004
#4	-0.77% Jul 6, 2026 - Jul 23, 2026	-24.30% Jun 8, 2022 - Jan 26, 2023
#5	-0.54% Feb 25, 2025 - Apr 3, 2025	-18.84% Nov 22, 2024 - Dec 1, 2025
#6	-0.47% Sep 16, 2025 - Oct 16, 2025	-16.37% Jan 26, 2023 - Aug 9, 2023
#7	-0.28% Feb 6, 2025 - Feb 20, 2025	-15.32% May 10, 2006 - Aug 9, 2006
#8	-0.20% Oct 17, 2025 - Nov 11, 2025	-15.27% Dec 26, 2007 - Apr 15, 2008
#9	-0.13% Dec 19, 2025 - Dec 31, 2025	-15.23% Sep 19, 2005 - Dec 12, 2005
#10	-0.11% Aug 13, 2025 - Aug 22, 2025	-14.93% Nov 17, 1999 - Mar 31, 2000
#11	-0.09% Feb 18, 2026 - Feb 23, 2026	-13.35% Jul 19, 2007 - Sep 21, 2007
#12	-0.07% Jul 29, 2025 - Aug 1, 2025	-12.60% Aug 9, 2006 - Nov 9, 2006
#13	-0.07% Jun 17, 2025 - Jun 23, 2025	-12.23% Mar 4, 2005 - Jun 20, 2005
#14	-0.07% Jul 11, 2025 - Jul 21, 2025	-11.94% Mar 30, 2026 - Jun 18, 2026
#15	-0.07% Nov 11, 2025 - Nov 25, 2025	-11.80% Sep 5, 2023 - Mar 13, 2024

Correlation

Correlation between VSDM and PEO is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2000 - 2026)

VSDM vs PEO dividend yield comparison.

Year	VSDM	PEO
2026	1.55%	3.68%
2025	3.06%	9.43%
2024	0.35%	8.14%
2023	0.00%	6.54%
2022	0.00%	7.48%
2021	0.00%	5.51%
2020	0.00%	6.42%
2019	0.00%	6.68%
2018	0.00%	5.63%
2017	0.00%	5.95%
2016	0.00%	5.65%
2015	0.00%	7.78%
2014	0.00%	7.84%
2013	0.00%	6.76%
2012	0.00%	6.69%
2011	0.00%	8.21%
2010	0.00%	4.70%
2009	0.00%	5.90%
2008	0.00%	15.20%
2007	0.00%	11.07%
2006	0.00%	11.06%
2005	0.00%	5.50%
2004	0.00%	5.12%
2003	0.00%	5.01%
2002	0.00%	5.79%
2001	0.00%	6.18%
2000	0.00%	5.43%