Portfolio effect contradicts fund comparison
D
DanSeptember 08, 24 | Posted in General
I compared BIV vs VGIT, both intermediate bond funds, and found that BIV outperformed by a bit over 10 yrs. But in my sample portfolio, with all else held constant, the 10 yr return with BIV was below the return with VGIT. How is this possible? Any insights appreciated. Thanks.
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