BAGSX vs. VCIT
Compare and contrast key facts about Baird Aggregate Bond Fund (BAGSX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
BAGSX is managed by Baird. It was launched on Sep 29, 2000. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Performance
BAGSX vs. VCIT - Performance Comparison
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BAGSX vs. VCIT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | -0.31% | 7.11% | 1.63% | 6.12% | -13.52% | -1.74% | 8.42% | 9.17% | -0.55% | 3.90% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | -0.45% | 9.34% | 3.20% | 8.98% | -13.98% | -1.77% | 9.46% | 14.10% | -1.74% | 5.31% |
Returns By Period
In the year-to-date period, BAGSX achieves a -0.31% return, which is significantly higher than VCIT's -0.45% return. Over the past 10 years, BAGSX has underperformed VCIT with an annualized return of 1.81%, while VCIT has yielded a comparatively higher 3.06% annualized return.
BAGSX
- 1D
- 0.59%
- 1M
- -2.07%
- YTD
- -0.31%
- 6M
- 0.69%
- 1Y
- 4.01%
- 3Y*
- 3.80%
- 5Y*
- 0.26%
- 10Y*
- 1.81%
VCIT
- 1D
- 0.55%
- 1M
- -1.98%
- YTD
- -0.45%
- 6M
- 0.69%
- 1Y
- 6.08%
- 3Y*
- 5.56%
- 5Y*
- 1.42%
- 10Y*
- 3.06%
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BAGSX vs. VCIT - Expense Ratio Comparison
BAGSX has a 0.55% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Return for Risk
BAGSX vs. VCIT — Risk / Return Rank
BAGSX
VCIT
BAGSX vs. VCIT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund (BAGSX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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.
| BAGSX | VCIT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.26 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.76 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 2.07 | -0.28 |
Martin ratioReturn relative to average drawdown | 5.16 | 7.31 | -2.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BAGSX | VCIT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.26 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.22 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.49 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.75 | +0.17 |
Correlation
The correlation between BAGSX and VCIT is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BAGSX vs. VCIT - Dividend Comparison
BAGSX's dividend yield for the trailing twelve months is around 3.76%, less than VCIT's 4.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | 3.76% | 3.69% | 3.62% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 1.96% | 2.14% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.72% | 4.62% | 4.43% | 3.72% | 3.03% | 2.87% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% |
Drawdowns
BAGSX vs. VCIT - Drawdown Comparison
The maximum BAGSX drawdown since its inception was -18.97%, smaller than the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for BAGSX and VCIT.
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Drawdown Indicators
| BAGSX | VCIT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.97% | -20.56% | +1.59% |
Max Drawdown (1Y)Largest decline over 1 year | -2.64% | -2.99% | +0.35% |
Max Drawdown (5Y)Largest decline over 5 years | -18.84% | -20.56% | +1.72% |
Max Drawdown (10Y)Largest decline over 10 years | -18.97% | -20.56% | +1.59% |
Current DrawdownCurrent decline from peak | -2.14% | -1.98% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -2.53% | -3.18% | +0.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 0.85% | +0.07% |
Volatility
BAGSX vs. VCIT - Volatility Comparison
The current volatility for Baird Aggregate Bond Fund (BAGSX) is 1.64%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 2.07%. This indicates that BAGSX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAGSX | VCIT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.64% | 2.07% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.56% | 2.84% | -0.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.27% | 4.85% | -0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.91% | 6.60% | -0.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.89% | 6.27% | -1.38% |