Vanguard Investment Series PLC - Global Short Term Bond Index Fund vs SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF
FairSheets side-by-side comparison.
| Vanguard Investment Series PLC - Global Short Term Bond Index Fund P1 · FairHorizon Purple | SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF P2 · FairHorizon Purple | |
|---|---|---|
| ISIN | IE00BH65QN23 | IE00BC7GZJ81 |
| Asset class | Global Short Maturity Bonds | USD Short Maturity Bonds |
| Strategy | Index-Based | Index-Based |
| Provider | Vanguard | State Street Investment Management |
| Sustainability (SFDR) | — | — |
| Share class | Dis USD (H) | Dis USD |
| Currency | USD | USD |
| TER (p.a.) | 0.15% | 0.05% |
| Inception | 2014-01-31 | 2013-08-27 |
| Return — 1 year | 1.18% | 1.62% |
| Return — 3 years p.a. | 4.48% | 4.04% |
| Return — 5 years p.a. | 1.93% | 1.79% |
| Return — 10 years p.a. | 2.01% | 1.64% |
| Volatility — 5y stddev p.a. | 2.62% | 2.00% |
| Max. recommended portfolio share | 100% | 100% |
How they differ
Vanguard Investment Series PLC - Global Short Term Bond Index Fund is classified by Das Family Office as FairHorizon Purple (Global Short Maturity Bonds, index-based). Global short maturity (1-5y) diversified IG bonds. Passive tracker on Bloomberg Global Aggregate ex US MBS 1-5 Year Float Adjusted and Scaled Index.
SPDR Bloomberg 1-3 Year U.S. Treasury Bond UCITS ETF is classified as FairHorizon Purple (USD Short Maturity Bonds, index-based). US ultra short maturity (1-3y) government bonds. Passive tracker on Bloomberg U.S. 1-3 Year Treasury Bond Index.
Both funds sit in the same FairHorizon bucket, suggesting comparable investment time-horizons. Differences are likely to come from underlying strategy, manager skill, or sub-asset-class tilt.