VUSB vs FVD

Comparison between VANGUARD ULTRA-SHORT BOND ETF ETF SHARES (VUSB, ETF) and FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD, ETF).

5-Year PerformanceFVD has outperformed VUSB, delivering a return of +5.5% compared to +3.4%

VUSB vs FVD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VUSB(ETF)	FVD(ETF)
Net Assets	$8.20B	$8.20B
Expense Ratio	0.10%	0.62%
Max Drawdown	2.81%	54.21%
Sharpe Ratio	1.43	0.44
5Y Beta	0.01	0.45
P/E Ratio	N/A	18.44
Forward P/E	N/A	15.90
PEG Ratio	N/A	0.19
5Y Dividends CAGR	N/A	6.37%
5Y EPS CAGR	N/A	11.06%
P/S Ratio	N/A	0.22
P/B Ratio	N/A	2.49

Net Assets

VUSB

$8.20B

FVD

$8.20B

Expense Ratio

Winner

VUSB

0.10%

FVD

0.62%

Max Drawdown

Winner

VUSB

2.81%

FVD

54.21%

Sharpe Ratio

Winner

VUSB

1.43

FVD

0.44

5Y Beta

Winner

VUSB

0.01

FVD

0.45

P/E Ratio

VUSB

N/A

FVD

18.44

Forward P/E

VUSB

N/A

FVD

15.90

PEG Ratio

VUSB

N/A

FVD

0.19

5Y Dividends CAGR

VUSB

N/A

FVD

6.37%

5Y EPS CAGR

VUSB

N/A

FVD

11.06%

P/S Ratio

VUSB

N/A

FVD

0.22

P/B Ratio

VUSB

N/A

FVD

2.49

VUSB vs FVD - Historical Returns

Returns include dividend reinvestment.

Period	VUSB	FVD
1 month	+0.33%	-2.38%
3 months	+0.54%	-5.08%
6 months	+1.84%	+2.98%
1 year	+4.70%	+8.61%
5 years(CAGR)	+3.40%	+5.48%
10 years(CAGR)	N/A	+8.54%
Max(CAGR)	+3.34%	+9.42%

Winner

VUSB

+0.33%

FVD

-2.38%

Winner

VUSB

+0.54%

FVD

-5.08%

VUSB

+1.84%

Winner

FVD

+2.98%

VUSB

+4.70%

Winner

FVD

+8.61%

5Y(CAGR)

VUSB

+3.40%

Winner

FVD

+5.48%

10Y(CAGR)

VUSB

N/A

FVD

+8.54%

Max(CAGR)

VUSB

+3.34%

Winner

FVD

+9.42%

VUSB vs FVD - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	VUSB	FVD
2026	+1.11%	+1.97%
2025	+5.20%	+8.63%
2024	+5.77%	+9.66%
2023	+5.52%	+3.81%
2022	-0.35%	-4.80%
2021	+0.00%	+26.69%
2020	N/A	+0.12%
2019	N/A	+27.36%
2018	N/A	-3.33%
2017	N/A	+12.08%
2016	N/A	+21.32%
2015	N/A	+1.29%
2014	N/A	+17.46%
2013	N/A	+24.25%
2012	N/A	+10.84%
2011	N/A	+8.27%
2010	N/A	+15.09%
2009	N/A	+16.73%
2008	N/A	-22.42%
2007	N/A	-4.31%
2006	N/A	+36.55%
2005	N/A	+6.03%
2004	N/A	+16.01%
2003	N/A	+1.07%

VUSB vs FVD Drawdown Comparison

The maximum drawdown for VUSB was -1.79%, occurring on Jun 14, 2022. Recovery took 361 trading sessions.

The maximum drawdown for FVD was -50.98%, occurring on Mar 9, 2009. Recovery took 945 trading sessions.

The current VUSB drawdown is -0.02%. The current FVD drawdown is -5.95%.

Rank	VUSB	FVD
#1	-1.79% Oct 1, 2021 - Mar 10, 2023	-50.98% Jun 4, 2007 - Mar 3, 2011
#2	-0.46% Apr 3, 2025 - Apr 24, 2025	-35.25% Feb 14, 2020 - Feb 23, 2021
#3	-0.37% Feb 27, 2026 - Apr 8, 2026	-16.41% Apr 20, 2022 - Mar 6, 2024
#4	-0.28% Mar 24, 2023 - Apr 5, 2023	-15.40% May 19, 2011 - Jan 18, 2012
#5	-0.20% May 12, 2023 - Jun 1, 2023	-12.87% Sep 21, 2018 - Feb 15, 2019
#6	-0.20% Apr 4, 2024 - Apr 23, 2024	-11.97% Nov 29, 2024 - Jul 23, 2025
#7	-0.19% Feb 1, 2024 - Feb 20, 2024	-11.62% Feb 17, 2004 - Sep 10, 2004
#8	-0.16% Sep 27, 2024 - Oct 16, 2024	-9.47% Dec 29, 2014 - Oct 23, 2015
#9	-0.14% Oct 9, 2023 - Oct 20, 2023	-8.48% Dec 31, 2004 - Aug 2, 2005
#10	-0.14% Aug 4, 2023 - Aug 23, 2023	-8.41% Jan 26, 2018 - Aug 6, 2018
#11	-0.14% Jul 13, 2023 - Jul 26, 2023	-8.04% Dec 1, 2015 - Feb 22, 2016
#12	-0.13% Jan 12, 2024 - Jan 25, 2024	-7.30% Oct 13, 2003 - Dec 29, 2003
#13	-0.12% Jun 1, 2023 - Jun 20, 2023	-7.29% Jan 4, 2022 - Apr 20, 2022
#14	-0.12% Mar 15, 2023 - Mar 20, 2023	-7.23% Feb 27, 2026 - Mar 20, 2026
#15	-0.12% Jun 28, 2023 - Jul 5, 2023	-6.40% Apr 2, 2012 - Jul 2, 2012

Correlation

Correlation between VUSB and FVD is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2003 - 2026)

VUSB vs FVD dividend yield comparison.

Year	VUSB	FVD
2026	1.41%	0.55%
2025	4.63%	2.36%
2024	5.16%	2.23%
2023	4.45%	2.34%
2022	1.56%	2.20%
2021	0.26%	1.75%
2020	0.00%	2.31%
2019	0.00%	2.03%
2018	0.00%	2.50%
2017	0.00%	2.10%
2016	0.00%	2.04%
2015	0.00%	2.34%
2014	0.00%	2.46%
2013	0.00%	2.28%
2012	0.00%	2.88%
2011	0.00%	2.61%
2010	0.00%	2.68%
2009	0.00%	2.82%
2008	0.00%	3.87%
2007	0.00%	2.99%
2006	0.00%	13.34%
2005	0.00%	15.14%
2004	0.00%	8.27%
2003	0.00%	1.58%