BCOIX vs. VBTLX
Compare and contrast key facts about Baird Core Plus Bond Fund (BCOIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
BCOIX is managed by Baird. It was launched on Sep 29, 2000. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCOIX or VBTLX.
Correlation
The correlation between BCOIX and VBTLX is 0.90, 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
BCOIX vs. VBTLX - Performance Comparison
Key characteristics
BCOIX:
1.10
VBTLX:
0.83
BCOIX:
1.61
VBTLX:
1.23
BCOIX:
1.19
VBTLX:
1.15
BCOIX:
0.47
VBTLX:
0.31
BCOIX:
2.90
VBTLX:
2.06
BCOIX:
1.86%
VBTLX:
2.09%
BCOIX:
4.92%
VBTLX:
5.22%
BCOIX:
-18.86%
VBTLX:
-19.05%
BCOIX:
-5.60%
VBTLX:
-8.58%
Returns By Period
In the year-to-date period, BCOIX achieves a 1.11% return, which is significantly higher than VBTLX's 0.86% return. Over the past 10 years, BCOIX has outperformed VBTLX with an annualized return of 1.98%, while VBTLX has yielded a comparatively lower 1.30% annualized return.
BCOIX
1.11%
0.81%
-0.28%
5.49%
-0.02%
1.98%
VBTLX
0.86%
0.75%
-0.81%
4.53%
-0.71%
1.30%
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BCOIX vs. VBTLX - Expense Ratio Comparison
BCOIX has a 0.30% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Risk-Adjusted Performance
BCOIX vs. VBTLX — Risk-Adjusted Performance Rank
BCOIX
VBTLX
BCOIX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baird Core Plus Bond Fund (BCOIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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
BCOIX vs. VBTLX - Dividend Comparison
BCOIX's dividend yield for the trailing twelve months is around 4.15%, more than VBTLX's 3.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCOIX Baird Core Plus Bond Fund | 4.15% | 4.15% | 3.57% | 3.09% | 2.36% | 2.58% | 2.95% | 3.13% | 2.83% | 2.82% | 2.84% | 3.00% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.70% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
BCOIX vs. VBTLX - Drawdown Comparison
The maximum BCOIX drawdown since its inception was -18.86%, roughly equal to the maximum VBTLX drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for BCOIX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
BCOIX vs. VBTLX - Volatility Comparison
The current volatility for Baird Core Plus Bond Fund (BCOIX) is 1.28%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.38%. This indicates that BCOIX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.