AIBAX vs. BNDX
Compare and contrast key facts about American Funds Intermediate Bond Fund of America (AIBAX) and Vanguard Total International Bond ETF (BNDX).
AIBAX is managed by American Funds. It was launched on Feb 19, 1988. BNDX is a passively managed fund by Vanguard that tracks the performance of the Barclays Global Aggregate ex-USD Float-Adjusted Index (Hedged). It was launched on May 31, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AIBAX or BNDX.
Key characteristics
| AIBAX | BNDX | |
|---|---|---|
| YTD Return | -1.05% | -1.02% |
| 1Y Return | -0.03% | 3.59% |
| 3Y Return (Ann) | -1.57% | -1.99% |
| 5Y Return (Ann) | 1.05% | 0.09% |
| 10Y Return (Ann) | 1.13% | 2.01% |
| Sharpe Ratio | 0.06 | 0.72 |
| Daily Std Dev | 5.07% | 4.84% |
| Max Drawdown | -10.99% | -16.23% |
| Current Drawdown | -5.34% | -8.32% |
Correlation
The correlation between AIBAX and BNDX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
AIBAX vs. BNDX - Performance Comparison
The year-to-date returns for both investments are quite close, with AIBAX having a -1.05% return and BNDX slightly higher at -1.02%. Over the past 10 years, AIBAX has underperformed BNDX with an annualized return of 1.13%, while BNDX has yielded a comparatively higher 2.01% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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AIBAX vs. BNDX - Expense Ratio Comparison
AIBAX has a 0.63% expense ratio, which is higher than BNDX's 0.07% expense ratio.
Risk-Adjusted Performance
AIBAX vs. BNDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Intermediate Bond Fund of America (AIBAX) and Vanguard Total International Bond ETF (BNDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AIBAX vs. BNDX - Dividend Comparison
AIBAX's dividend yield for the trailing twelve months is around 3.74%, less than BNDX's 4.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AIBAX American Funds Intermediate Bond Fund of America | 3.74% | 3.32% | 2.14% | 0.91% | 3.25% | 3.56% | 1.66% | 1.11% | 1.72% | 1.43% | 1.24% | 1.34% |
BNDX Vanguard Total International Bond ETF | 4.68% | 4.42% | 1.51% | 3.74% | 1.11% | 3.40% | 3.01% | 2.23% | 1.89% | 1.63% | 1.54% | 0.86% |
Drawdowns
AIBAX vs. BNDX - Drawdown Comparison
The maximum AIBAX drawdown since its inception was -10.99%, smaller than the maximum BNDX drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for AIBAX and BNDX. For additional features, visit the drawdowns tool.
Volatility
AIBAX vs. BNDX - Volatility Comparison
American Funds Intermediate Bond Fund of America (AIBAX) has a higher volatility of 1.56% compared to Vanguard Total International Bond ETF (BNDX) at 1.25%. This indicates that AIBAX's price experiences larger fluctuations and is considered to be riskier than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.