APBDX vs. VV
APBDX (Cavanal Hill Bond Fund) and VV (Vanguard Large-Cap ETF) are both funds - APBDX is a Intermediate Core Bond fund managed by Cavanal Hill, while VV is a Large Cap Blend Equities fund tracking the CRSP US Large Cap Index. Over the past 10 years, APBDX returned 0.85%/yr vs 15.17%/yr for VV. Their -0.16 correlation means they have often moved in opposite directions in the past. APBDX charges 0.72%/yr vs 0.04%/yr for VV.
Performance
APBDX vs. VV - Performance Comparison
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Returns By Period
In the year-to-date period, APBDX achieves a -1.16% return, which is significantly lower than VV's 11.47% return. Over the past 10 years, APBDX has underperformed VV with an annualized return of 0.85%, while VV has yielded a comparatively higher 15.17% annualized return.
APBDX
- 1D
- -0.48%
- 1M
- -1.65%
- 6M
- -1.13%
- YTD
- -1.16%
- 1Y
- 1.06%
- 3Y*
- 3.62%
- 5Y*
- -0.71%
- 10Y*
- 0.85%
- ALL TIME*
- 4.29%
VV
- 1D
- 1.54%
- 1M
- 1.73%
- 6M
- 9.64%
- YTD
- 11.47%
- 1Y
- 22.84%
- 3Y*
- 21.03%
- 5Y*
- 12.67%
- 10Y*
- 15.17%
- ALL TIME*
- 11.04%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $82.71M | $75.65M | $91.95M |
APBDX vs. VV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
APBDX Cavanal Hill Bond Fund | -1.16% | 6.49% | 1.90% | 5.47% | -13.46% | -1.57% | 6.67% | 7.17% | 0.02% | 2.18% |
VV Vanguard Large-Cap ETF | 11.47% | 18.11% | 25.25% | 27.18% | -19.91% | 27.41% | 21.04% | 31.25% | -4.46% | 22.00% |
Correlation
The correlation between APBDX and VV is 0.29, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.29 |
Correlation (3Y) Balances recent behavior with more history. | 0.13 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.10 |
Correlation (10Y) Provides a long-term view across more market conditions. | -0.03 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004 | -0.16 |
The correlation between APBDX and VV shifts across timeframes, from -0.16 (all time) to 0.29 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
APBDX vs. VV — Risk / Return Rank
APBDX
VV
APBDX vs. VV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Cavanal Hill Bond Fund (APBDX) and Vanguard Large-Cap ETF (VV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| APBDX | VV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.32 | -0.22 |
| Calmar ratioReturn relative to maximum drawdown | 0.68 | 2.49 | -1.81 |
| Martin ratioReturn relative to average drawdown | 1.67 | 10.49 | -8.82 |
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Drawdowns
APBDX vs. VV - Drawdown Comparison
The maximum APBDX drawdown since its inception was -18.21%, smaller than the maximum VV drawdown of -54.81%. Use the drawdown chart below to compare losses from any high point for APBDX and VV.
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Drawdown Indicators
| APBDX | VV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.21% | -54.81% | +36.60% |
Max Drawdown (1Y)Largest decline over 1 year | -2.83% | -9.21% | +6.38% |
Max Drawdown (3Y)Largest decline over 3 years | -4.70% | -18.97% | +14.27% |
Max Drawdown (5Y)Largest decline over 5 years | -18.05% | -25.66% | +7.61% |
Max Drawdown (10Y)Largest decline over 10 years | -18.21% | -34.28% | +16.07% |
Current DrawdownCurrent decline from peak | -3.68% | -0.02% | -3.66% |
Average DrawdownAverage peak-to-trough decline | -2.58% | -6.80% | +4.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.14% | 2.18% | -1.04% |
Volatility
APBDX vs. VV - Volatility Comparison
The current volatility for Cavanal Hill Bond Fund (APBDX) is 0.95%, while Vanguard Large-Cap ETF (VV) has a volatility of 3.94%. This indicates that APBDX experiences smaller price fluctuations and is considered to be less risky than VV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| APBDX | VV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.95% | 3.94% | -2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 2.76% | 10.27% | -7.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.68% | 13.00% | -9.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.74% | 17.37% | -11.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.73% | 18.22% | -13.49% |
APBDX vs. VV - Expense Ratio Comparison
APBDX has a 0.72% expense ratio, which is higher than VV's 0.04% expense ratio.
Dividends
APBDX vs. VV - Dividend Comparison
APBDX's dividend yield for the trailing twelve months is around 3.52%, more than VV's 1.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APBDX Cavanal Hill Bond Fund | 3.52% | 3.54% | 3.45% | 2.65% | 2.41% | 1.85% | 1.79% | 2.24% | 2.16% | 1.62% | 1.97% | 1.79% |
VV Vanguard Large-Cap ETF | 1.01% | 1.08% | 1.24% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% |
Frequently Asked Questions
APBDX and VV have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VV has higher volatility (3.94%) compared to APBDX (0.95%). In terms of maximum drawdown, APBDX dropped -18.21% vs VV's -54.81%.
VV currently has the higher Sharpe Ratio (1.77 vs 0.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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