BAGSX vs. VPLS
Compare and contrast key facts about Baird Aggregate Bond Fund (BAGSX) and Vanguard Core-Plus Bond ETF (VPLS).
BAGSX is managed by Baird. It was launched on Sep 29, 2000. VPLS is an actively managed fund by Vanguard. It was launched on Dec 7, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BAGSX or VPLS.
Correlation
The correlation between BAGSX and VPLS is 0.96, 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.
Performance
BAGSX vs. VPLS - Performance Comparison
Key characteristics
BAGSX:
1.28
VPLS:
1.53
BAGSX:
1.91
VPLS:
2.22
BAGSX:
1.22
VPLS:
1.27
BAGSX:
0.50
VPLS:
1.78
BAGSX:
3.33
VPLS:
4.49
BAGSX:
2.04%
VPLS:
1.65%
BAGSX:
5.29%
VPLS:
4.86%
BAGSX:
-19.80%
VPLS:
-4.17%
BAGSX:
-7.69%
VPLS:
-1.63%
Returns By Period
In the year-to-date period, BAGSX achieves a 1.75% return, which is significantly lower than VPLS's 1.85% return.
BAGSX
1.75%
-0.77%
0.07%
6.57%
-0.76%
1.35%
VPLS
1.85%
-0.88%
0.24%
7.21%
N/A
N/A
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BAGSX vs. VPLS - Expense Ratio Comparison
BAGSX has a 0.55% expense ratio, which is higher than VPLS's 0.20% expense ratio.
Risk-Adjusted Performance
BAGSX vs. VPLS — Risk-Adjusted Performance Rank
BAGSX
VPLS
BAGSX vs. VPLS - Risk-Adjusted Performance 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.
Dividends
BAGSX vs. VPLS - Dividend Comparison
BAGSX's dividend yield for the trailing twelve months is around 3.67%, less than VPLS's 4.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAGSX Baird Aggregate Bond Fund | 3.67% | 3.63% | 3.10% | 2.33% | 1.58% | 1.94% | 2.41% | 2.53% | 2.21% | 2.14% | 2.17% | 2.53% |
VPLS Vanguard Core-Plus Bond ETF | 4.55% | 4.52% | 0.18% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BAGSX vs. VPLS - Drawdown Comparison
The maximum BAGSX drawdown since its inception was -19.80%, 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. For additional features, visit the drawdowns tool.
Volatility
BAGSX vs. VPLS - Volatility Comparison
The current volatility for Baird Aggregate Bond Fund (BAGSX) is 1.96%, while Vanguard Core-Plus Bond ETF (VPLS) has a volatility of 2.11%. This indicates that BAGSX experiences smaller price fluctuations and is considered to be less risky than VPLS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.