BAGSX vs. VPLS
BAGSX (Baird Aggregate Bond Fund) and VPLS (Vanguard Core-Plus Bond ETF) are both funds - BAGSX is a Intermediate Core Bond fund managed by Baird, while VPLS is a Intermediate Core-Plus Bond fund actively managed by Vanguard. Over the past year, BAGSX returned 1.73% vs 2.84% for VPLS. Their correlation of 0.95 means they have usually moved in the same direction. BAGSX charges 0.55%/yr vs 0.20%/yr for VPLS.
Performance
BAGSX vs. VPLS - Performance Comparison
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Returns By Period
In the year-to-date period, BAGSX achieves a -0.73% return, which is significantly lower than VPLS's 0.16% return.
BAGSX
- 1D
- -0.30%
- 1M
- -1.14%
- 6M
- -0.71%
- YTD
- -0.73%
- 1Y
- 1.73%
- 3Y*
- 4.09%
- 5Y*
- -0.42%
- 10Y*
- 1.47%
- ALL TIME*
- 3.89%
VPLS
- 1D
- 0.23%
- 1M
- -0.87%
- 6M
- -0.11%
- YTD
- 0.16%
- 1Y
- 2.84%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 5.09%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $22.78M | $18.00M | $14.81M |
BAGSX vs. VPLS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | -0.73% | 7.11% | 1.63% | 2.51% |
VPLS Vanguard Core-Plus Bond ETF | 0.16% | 7.86% | 2.72% | 2.83% |
Correlation
The correlation between BAGSX and VPLS is 0.96 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.96 |
Correlation (All Time) Calculated using the full available price history since Dec 7, 2023 | 0.95 |
The correlation between BAGSX and VPLS has been stable across timeframes, ranging from 0.95 to 0.96 - a consistent structural relationship.
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Return for Risk
BAGSX vs. VPLS — Risk / Return Rank
BAGSX
VPLS
BAGSX vs. VPLS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Aggregate Bond Fund (BAGSX) and Vanguard Core-Plus Bond ETF (VPLS). 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.
| BAGSX | VPLS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.13 | ||
| Sortino ratioReturn per unit of downside risk | -0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.14 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.89 | 1.05 | -0.15 |
| Martin ratioReturn relative to average drawdown | 2.17 | 2.95 | -0.79 |
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Drawdowns
BAGSX vs. VPLS - Drawdown Comparison
The maximum BAGSX drawdown since its inception was -18.97%, which is greater than VPLS's maximum drawdown of -4.17%. Use the drawdown chart below to compare losses from any high point for BAGSX and VPLS.
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Drawdown Indicators
| BAGSX | VPLS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.97% | -4.17% | -14.80% |
Max Drawdown (1Y)Largest decline over 1 year | -2.84% | -2.72% | -0.12% |
Max Drawdown (3Y)Largest decline over 3 years | -5.11% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -18.73% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -18.97% | — | — |
Current DrawdownCurrent decline from peak | -2.55% | -1.68% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -2.52% | -1.02% | -1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.17% | 0.96% | +0.21% |
Volatility
BAGSX vs. VPLS - Volatility Comparison
Baird Aggregate Bond Fund (BAGSX) and Vanguard Core-Plus Bond ETF (VPLS) have volatilities of 0.95% and 0.98%, 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.
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Volatility by Period
| BAGSX | VPLS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.95% | 0.98% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 2.90% | 2.86% | +0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.71% | 3.51% | +0.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.93% | 4.55% | +1.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.90% | 4.55% | +0.35% |
BAGSX vs. VPLS - Expense Ratio Comparison
BAGSX has a 0.55% expense ratio, which is higher than VPLS's 0.20% expense ratio.
Dividends
BAGSX vs. VPLS - Dividend Comparison
BAGSX's dividend yield for the trailing twelve months is around 3.88%, less than VPLS's 4.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | 3.88% | 3.69% | 3.62% | 3.10% | 2.33% | 1.68% | 3.02% | 2.41% | 2.53% | 2.21% | 1.96% | 2.14% |
VPLS Vanguard Core-Plus Bond ETF | 4.81% | 4.78% | 4.52% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.96, BAGSX and VPLS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VPLS has higher volatility (0.98%) compared to BAGSX (0.95%). In terms of maximum drawdown, BAGSX dropped -18.97% vs VPLS's -4.17%.
VPLS currently has the higher Sharpe Ratio (0.81 vs 0.69), 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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