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Vanguard Intermediate-Term Bond ETF (BIV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS9219378190
CUSIP921937819
IssuerVanguard
Inception DateApr 3, 2007
RegionNorth America (U.S.)
CategoryTotal Bond Market
Index TrackedBarclays U.S. 5
Home Pageadvisors.vanguard.com
Asset ClassBond

Expense Ratio

The Vanguard Intermediate-Term Bond ETF has an expense ratio of 0.04% which is considered to be low.


Expense ratio chart for BIV: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Vanguard Intermediate-Term Bond ETF

Popular comparisons: BIV vs. BND, BIV vs. BLV, BIV vs. SCHP, BIV vs. BNDX, BIV vs. VTIP, BIV vs. VGSH, BIV vs. AGG, BIV vs. VOO, BIV vs. IVV, BIV vs. UPRO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Vanguard Intermediate-Term Bond ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
5.10%
19.37%
BIV (Vanguard Intermediate-Term Bond ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Vanguard Intermediate-Term Bond ETF had a return of -2.80% year-to-date (YTD) and -0.84% in the last 12 months. Over the past 10 years, Vanguard Intermediate-Term Bond ETF had an annualized return of 1.67%, while the S&P 500 had an annualized return of 10.55%, indicating that Vanguard Intermediate-Term Bond ETF did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-2.80%6.30%
1 month-2.03%-3.13%
6 months5.09%19.37%
1 year-0.84%22.56%
5 years (annualized)0.39%11.65%
10 years (annualized)1.67%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.04%-1.61%0.87%
2023-2.53%-1.50%4.67%3.66%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BIV is 14, indicating that it is in the bottom 14% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of BIV is 1414
Vanguard Intermediate-Term Bond ETF(BIV)
The Sharpe Ratio Rank of BIV is 1515Sharpe Ratio Rank
The Sortino Ratio Rank of BIV is 1414Sortino Ratio Rank
The Omega Ratio Rank of BIV is 1414Omega Ratio Rank
The Calmar Ratio Rank of BIV is 1515Calmar Ratio Rank
The Martin Ratio Rank of BIV is 1515Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vanguard Intermediate-Term Bond ETF (BIV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


BIV
Sharpe ratio
The chart of Sharpe ratio for BIV, currently valued at -0.05, compared to the broader market-1.000.001.002.003.004.00-0.05
Sortino ratio
The chart of Sortino ratio for BIV, currently valued at -0.02, compared to the broader market-2.000.002.004.006.008.00-0.02
Omega ratio
The chart of Omega ratio for BIV, currently valued at 1.00, compared to the broader market1.001.502.001.00
Calmar ratio
The chart of Calmar ratio for BIV, currently valued at -0.02, compared to the broader market0.002.004.006.008.0010.00-0.02
Martin ratio
The chart of Martin ratio for BIV, currently valued at -0.11, compared to the broader market0.0010.0020.0030.0040.0050.0060.00-0.11
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-2.000.002.004.006.008.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.002.004.006.008.0010.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.64

Sharpe Ratio

The current Vanguard Intermediate-Term Bond ETF Sharpe ratio is -0.05. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
-0.05
1.92
BIV (Vanguard Intermediate-Term Bond ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Intermediate-Term Bond ETF granted a 3.41% dividend yield in the last twelve months. The annual payout for that period amounted to $2.51 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.51$2.36$1.79$3.00$2.74$2.40$2.34$2.25$1.98$2.51$3.35$3.44

Dividend yield

3.41%3.09%2.41%3.42%2.95%2.75%2.88%2.69%2.38%3.02%3.96%4.22%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Intermediate-Term Bond ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.23$0.21
2023$0.00$0.17$0.16$0.19$0.18$0.19$0.19$0.20$0.21$0.21$0.22$0.44
2022$0.00$0.14$0.13$0.17$0.14$0.14$0.14$0.15$0.15$0.15$0.16$0.33
2021$0.00$0.15$0.14$0.46$0.14$0.15$0.14$0.14$0.14$0.14$0.14$1.25
2020$0.00$0.21$0.18$0.20$0.18$0.18$0.17$0.17$0.17$0.16$0.16$0.96
2019$0.00$0.22$0.19$0.20$0.20$0.21$0.20$0.20$0.20$0.19$0.20$0.39
2018$0.00$0.19$0.17$0.20$0.19$0.20$0.20$0.20$0.20$0.20$0.20$0.40
2017$0.00$0.18$0.17$0.18$0.18$0.18$0.18$0.18$0.19$0.18$0.19$0.45
2016$0.00$0.19$0.18$0.19$0.18$0.18$0.18$0.19$0.18$0.17$0.18$0.18
2015$0.00$0.19$0.18$0.22$0.19$0.19$0.18$0.19$0.18$0.18$0.18$0.63
2014$0.00$0.24$0.19$0.24$0.19$0.20$0.20$0.20$0.20$0.19$0.20$1.30
2013$0.21$0.20$0.55$0.20$0.21$0.21$0.22$0.21$0.21$0.21$1.01

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-12.73%
-3.50%
BIV (Vanguard Intermediate-Term Bond ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Intermediate-Term Bond ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Vanguard Intermediate-Term Bond ETF was 18.95%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current Vanguard Intermediate-Term Bond ETF drawdown is 12.73%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-18.95%Aug 7, 2020556Oct 20, 2022
-13.63%Sep 16, 200819Oct 10, 200846Dec 16, 200865
-9.16%Mar 9, 20209Mar 19, 202045May 22, 202054
-7.66%May 2, 201388Sep 5, 2013236Aug 13, 2014324
-6.14%Jul 11, 2016119Dec 27, 2016550Mar 7, 2019669

Volatility

Volatility Chart

The current Vanguard Intermediate-Term Bond ETF volatility is 1.89%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%NovemberDecember2024FebruaryMarchApril
1.89%
3.58%
BIV (Vanguard Intermediate-Term Bond ETF)
Benchmark (^GSPC)