BND vs. BAGIX

The year-to-date returns for both stocks are quite close, with BND having a 2.30% return and BAGIX slightly lower at 2.23%. Over the past 10 years, BND has underperformed BAGIX with an annualized return of 1.49%, while BAGIX has yielded a comparatively higher 1.89% annualized return.

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BND has a 0.03% expense ratio, which is lower than BAGIX's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market ETF (BND) and Baird Aggregate Bond Fund Class I (BAGIX). 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.

The current BND Sharpe Ratio is 1.15, which is comparable to the BAGIX Sharpe Ratio of 1.17. The chart below compares the historical Sharpe Ratios of BND and BAGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BND's dividend yield for the trailing twelve months is around 3.75%, less than BAGIX's 4.10% yield.

The maximum BND drawdown since its inception was -18.84%, roughly equal to the maximum BAGIX drawdown of -18.62%. Use the drawdown chart below to compare losses from any high point for BND and BAGIX.

Vanguard Total Bond Market ETF (BND) and Baird Aggregate Bond Fund Class I (BAGIX) have volatilities of 1.50% and 1.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.